|
1
|
|
$115M
|
-$2.07M
|
-16,454
|
-2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$93M
|
-$5.04M
|
-40,126
|
-5%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$59.5M
|
+$853K
|
+6,781
|
+2%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$41.1M
|
-$867K
|
-6,898
|
-2%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$36M
|
-$200K
|
-1,592
|
-0.6%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$32.1M
|
+$252K
|
+2,007
|
+0.8%
|
|
|
7
|
PGIM Custom Harvest
Newark,
New Jersey
|
$27.7M
|
-$2.3M
|
-18,282
|
-8%
|
|
|
8
|
MML Investors Services
Springfield,
Massachusetts
|
$23.9M
|
+$855K
|
+6,799
|
+4%
|
|
|
9
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$21.3M
|
-$8.29M
|
-65,923
|
-29%
|
|
|
10
|
Prospera Financial Services
Dallas,
Texas
|
$20.3M
|
+$1.15M
|
+9,162
|
+6%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$14.1M
|
+$1.87M
|
+14,911
|
+16%
|
|
|
12
|
Legacy Edge Advisors
Syosset,
New York
|
$13.5M
|
+$1.45M
|
+11,570
|
+13%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$12.2M
|
-$669K
|
-5,319
|
-5%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$9.14M
|
+$838K
|
+6,664
|
+11%
|
|
|
15
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$8.99M
|
-$188K
|
-1,495
|
-2%
|
|
|
16
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$8.74M
|
-$187K
|
-1,488
|
-2%
|
|
|
17
|
|
$8.58M
|
+$1.03M
|
+8,185
|
+15%
|
|
|
18
|
Rockefeller Capital Management
New York
|
$8.29M
|
+$1.82M
|
+14,447
|
+30%
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$7.48M
|
-$5.91K
|
-47
|
-0.1%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.24M
|
-$77.3K
|
-615
|
-1%
|
|
|
21
|
Modus Advisors
Excelsior,
Minnesota
|
$5.94M
|
+$19.6K
|
+156
|
+0.4%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$5.74M
|
-$2.03M
|
-16,149
|
-27%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.52M
|
-$871K
|
-6,931
|
-14%
|
|
|
24
|
Cadent Capital Advisors
Tulsa,
Oklahoma
|
$5.39M
|
+$867K
|
+6,894
|
+21%
|
|
|
25
|
First Citizens Financial Corp
Mason City,
Iowa
|
$5.36M
|
-$15.5K
|
-123
|
-0.3%
|
|
