|
1
|
UBS Group
Zurich,
Switzerland
|
$156M
|
+$85.6M
|
+1,325,038
|
+110%
|
|
|
2
|
|
$137M
|
-$2.63M
|
-40,667
|
-2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$94.3M
|
-$742K
|
-11,488
|
-0.7%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$87M
|
-$6.1M
|
-94,437
|
-6%
|
|
|
5
|
PGIM Custom Harvest
Newark,
New Jersey
|
$65.9M
|
+$23.9M
|
+370,188
|
+53%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$64.5M
|
+$8.71M
|
+134,785
|
+15%
|
|
|
7
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$61.8M
|
-$2.83M
|
-43,853
|
-4%
|
|
|
8
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$56.1M
|
+$15.9M
|
+245,351
|
+40%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$55.5M
|
+$4.19M
|
+64,913
|
+8%
|
|
|
10
|
|
$42.8M
|
+$5.86M
|
+90,733
|
+15%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$41.4M
|
+$2.53M
|
+39,099
|
+6%
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$26M
|
+$2.18M
|
+33,731
|
+9%
|
|
|
13
|
Oakworth Capital
Birmingham,
Alabama
|
$25.7M
|
+$427K
|
+6,613
|
+2%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$23.2M
|
-$75.8K
|
-1,173
|
-0.3%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$21.6M
|
-$1.28M
|
-19,822
|
-5%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$17.8M
|
+$1.36K
|
+21
|
+0%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$16.8M
|
-$2.36M
|
-36,572
|
-12%
|
|
|
18
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$12.7M
|
+$778K
|
+12,038
|
+6%
|
|
|
19
|
Park Avenue Securities
New York
|
$11.4M
|
+$528K
|
+8,179
|
+5%
|
|
|
20
|
Jones Financial Companies
Des Peres,
Missouri
|
$10.6M
|
+$1.04M
|
+16,044
|
+10%
|
|
|
21
|
Consolidated Capital Management
Burbank,
California
|
$9.53M
|
+$1.58M
|
+24,403
|
+19%
|
|
|
22
|
Concurrent Investment Advisors
Tampa,
Florida
|
$9.16M
|
+$784K
|
+12,138
|
+9%
|
|
|
23
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$8.98M
|
-$11.7K
|
-181
|
-0.1%
|
|
|
24
|
|
$8.22M
|
+$599K
|
+9,266
|
+7%
|
|
|
25
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$8.14M
|
+$555K
|
+8,586
|
+7%
|
|
