|
1
|
|
$368M
|
+$218M
|
+4,005,290
|
+166%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$109M
|
-$4.04M
|
-74,210
|
-4%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$87.1M
|
+$3.94M
|
+72,355
|
+5%
|
|
|
4
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$84.8M
|
+$20.5M
|
+376,145
|
+34%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$77.8M
|
-$33M
|
-606,905
|
-31%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$61.1M
|
-$121K
|
-2,220
|
-0.2%
|
|
|
7
|
|
$53.2M
|
+$1.65M
|
+30,365
|
+3%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$49.1M
|
-$1.91M
|
-35,060
|
-4%
|
|
|
9
|
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
$35.9M
|
-$63.2M
|
-1,160,590
|
-64%
|
|
|
10
|
Bellwether Advisors
Lincoln,
Nebraska
|
$35M
|
+$7.47M
|
+137,245
|
+29%
|
|
|
11
|
PGIM Custom Harvest
Newark,
New Jersey
|
$30.4M
|
+$1.05M
|
+19,330
|
+4%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$28.8M
|
-$9.2M
|
-168,975
|
-25%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$25.7M
|
-$2.28M
|
-41,905
|
-9%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$23M
|
-$2.31M
|
-42,405
|
-10%
|
|
|
15
|
Oakworth Capital
Birmingham,
Alabama
|
$22.3M
|
-$284K
|
-5,225
|
-1%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$19.7M
|
-$9.48M
|
-174,175
|
-34%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$18.5M
|
+$756K
|
+13,885
|
+4%
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
$17.9M
|
+$5.64M
|
+103,690
|
+50%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$17.7M
|
-$2.58M
|
-47,450
|
-13%
|
|
|
20
|
|
$11.8M
|
-$16.9M
|
-311,235
|
-60%
|
|
|
21
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$11.7M
|
–
|
–
|
–
|
|
|
22
|
Consolidated Capital Management
Burbank,
California
|
$11.6M
|
-$567K
|
-10,410
|
-5%
|
|
|
23
|
Connectus Wealth
Cincinnati,
Ohio
|
$10.7M
|
+$10.2M
|
+186,540
|
New
|
|
|
24
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$10.2M
|
+$504K
|
+9,265
|
+5%
|
|
|
25
|
Royal Fund Management
Lady Lake,
Florida
|
$9.37M
|
+$293K
|
+5,390
|
+3%
|
|
