|
1
|
|
$122M
|
+$7.87M
|
+57,171
|
+7%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$93.4M
|
+$506K
|
+3,675
|
+0.5%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$60.6M
|
+$1.22M
|
+8,838
|
+2%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$39.3M
|
-$1.78M
|
-12,963
|
-4%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$36.3M
|
+$344K
|
+2,498
|
+0.9%
|
|
|
6
|
PGIM Custom Harvest
Newark,
New Jersey
|
$31.3M
|
+$3.79M
|
+27,526
|
+13%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$30.2M
|
-$1.93M
|
-14,020
|
-6%
|
|
|
8
|
MML Investors Services
Springfield,
Massachusetts
|
$25.2M
|
+$1.42M
|
+10,289
|
+6%
|
|
|
9
|
Prospera Financial Services
Dallas,
Texas
|
$20.9M
|
+$686K
|
+4,987
|
+3%
|
|
|
10
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$19.2M
|
-$2.18M
|
-15,878
|
-10%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$18.4M
|
+$19M
|
+137,769
|
New
|
|
|
12
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$13.7M
|
+$14M
|
+102,014
|
New
|
|
|
13
|
Legacy Edge Advisors
Syosset,
New York
|
$13.2M
|
-$320K
|
-2,329
|
-2%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$12.3M
|
+$79.8K
|
+580
|
+0.6%
|
|
|
15
|
|
$10.2M
|
+$1.68M
|
+12,175
|
+19%
|
|
|
16
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$8.93M
|
-$60.5K
|
-440
|
-0.7%
|
|
|
17
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$8.73M
|
-$825
|
-6
|
-0%
|
|
|
18
|
Rockefeller Capital Management
New York
|
$8.72M
|
+$452K
|
+3,284
|
+5%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$8.7M
|
-$439K
|
-3,191
|
-5%
|
|
|
20
|
Royal Fund Management
Lady Lake,
Florida
|
$8.57M
|
+$7.71M
|
+56,015
|
+683%
|
|
|
21
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$7.76M
|
+$302K
|
+2,197
|
+4%
|
|
|
22
|
|
$7.2M
|
+$7.41M
|
+53,860
|
New
|
|
|
23
|
Modus Advisors
Excelsior,
Minnesota
|
$5.91M
|
-$21.1K
|
-153
|
-0.3%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$5.85M
|
+$123K
|
+892
|
+2%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.8M
|
+$298K
|
+2,167
|
+5%
|
|
