|
1
|
|
$80.4M
|
-$3.12M
|
-29,837
|
-4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$76.8M
|
+$5.05M
|
+48,296
|
+8%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$38.8M
|
+$270K
|
+2,581
|
+0.8%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$28.7M
|
-$1.08M
|
-10,315
|
-4%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$27.9M
|
+$1.56M
|
+14,923
|
+7%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24.2M
|
-$2.96M
|
-28,325
|
-12%
|
|
|
7
|
PGIM Custom Harvest
Newark,
New Jersey
|
$16.3M
|
+$6.2M
|
+59,309
|
+71%
|
|
|
8
|
Prospera Financial Services
Dallas,
Texas
|
$11.6M
|
+$324K
|
+3,096
|
+3%
|
|
|
9
|
|
$11.3M
|
-$3.91M
|
-37,408
|
-28%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$10.6M
|
-$268K
|
-2,559
|
-3%
|
|
|
11
|
AE Wealth Management
Topeka,
Kansas
|
$8.61M
|
+$5.22M
|
+49,929
|
+197%
|
|
|
12
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$8.11M
|
-$110K
|
-1,050
|
-1%
|
|
|
13
|
Legacy Edge Advisors
Syosset,
New York
|
$7.78M
|
+$7.12M
|
+68,041
|
New
|
|
|
14
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$5.96M
|
+$72.4K
|
+692
|
+1%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.87M
|
-$164K
|
-1,567
|
-3%
|
|
|
16
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$5.83M
|
-$453K
|
-4,335
|
-8%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.58M
|
+$1.26M
|
+12,006
|
+33%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.05M
|
+$262K
|
+2,505
|
+6%
|
|
|
19
|
Modus Advisors
Excelsior,
Minnesota
|
$5.02M
|
+$43.8K
|
+419
|
+1%
|
|
|
20
|
Lindbrook Capital
Calabasas,
California
|
$4.99M
|
+$9.2K
|
+88
|
+0.2%
|
|
|
21
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$4.86M
|
+$4.44M
|
+42,479
|
New
|
|
|
22
|
Rockefeller Capital Management
New York
|
$4.73M
|
+$2.35M
|
+22,482
|
+119%
|
|
|
23
|
First Citizens Financial Corp
Mason City,
Iowa
|
$4.58M
|
+$36.7K
|
+351
|
+0.9%
|
|
|
24
|
Concurrent Investment Advisors
Tampa,
Florida
|
$4.51M
|
+$4.13M
|
+39,466
|
New
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.5M
|
-$2.04M
|
-19,501
|
-33%
|
|
