|
1
|
|
$105M
|
+$7.86M
|
+64,488
|
+8%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$87.9M
|
-$990K
|
-8,123
|
-1%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$52.3M
|
+$1.24M
|
+10,169
|
+2%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$37.5M
|
+$7.79M
|
+63,950
|
+26%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$32.4M
|
+$1.96M
|
+16,114
|
+6%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$28.4M
|
+$451K
|
+3,701
|
+2%
|
|
|
7
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$27.5M
|
+$129K
|
+1,062
|
+0.5%
|
|
|
8
|
PGIM Custom Harvest
Newark,
New Jersey
|
$26.9M
|
+$10.4M
|
+85,272
|
+61%
|
|
|
9
|
MML Investors Services
Springfield,
Massachusetts
|
$20.5M
|
+$1.02M
|
+8,396
|
+5%
|
|
|
10
|
Prospera Financial Services
Dallas,
Texas
|
$17M
|
+$1.66M
|
+13,639
|
+11%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.6M
|
+$2.76M
|
+22,655
|
+30%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$10.9M
|
+$342K
|
+2,806
|
+3%
|
|
|
13
|
Legacy Edge Advisors
Syosset,
New York
|
$10.7M
|
+$1.22M
|
+10,022
|
+13%
|
|
|
14
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$8.65M
|
+$2.18M
|
+17,886
|
+33%
|
|
|
15
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$8.22M
|
-$134K
|
-1,102
|
-2%
|
|
|
16
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$7.98M
|
-$241K
|
-1,977
|
-3%
|
|
|
17
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$7.74M
|
+$3.51M
|
+28,816
|
+80%
|
|
|
18
|
TownSquare Capital
Provo,
Utah
|
$7.39M
|
+$1.06M
|
+8,738
|
+16%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$7.37M
|
-$1.8M
|
-14,772
|
-19%
|
|
|
20
|
|
$7.3M
|
+$1.08M
|
+8,867
|
+17%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$7.05M
|
+$120K
|
+988
|
+2%
|
|
|
22
|
|
$6.69M
|
-$1.84M
|
-15,085
|
-21%
|
|
|
23
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$6.69M
|
+$514K
|
+4,219
|
+8%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.56M
|
-$316K
|
-2,594
|
-5%
|
|
|
25
|
AE Wealth Management
Topeka,
Kansas
|
$6.46M
|
-$201K
|
-1,649
|
-3%
|
|
