|
1
|
|
$119M
|
+$128K
|
+961
|
+0.1%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$87.7M
|
-$10.4M
|
-77,830
|
-11%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$62.2M
|
-$2.39M
|
-17,972
|
-4%
|
|
|
4
|
PGIM Custom Harvest
Newark,
New Jersey
|
$48.6M
|
+$13.1M
|
+98,409
|
+41%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$44.6M
|
+$2.2M
|
+16,544
|
+6%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$38.6M
|
-$427K
|
-3,205
|
-1%
|
|
|
7
|
MML Investors Services
Springfield,
Massachusetts
|
$31.4M
|
+$9.22M
|
+69,196
|
+46%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$27.6M
|
-$4M
|
-30,034
|
-13%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$24.7M
|
+$283K
|
+2,127
|
+1%
|
|
|
10
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$19.2M
|
+$3.17M
|
+23,803
|
+22%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$13.9M
|
+$751K
|
+5,637
|
+6%
|
|
|
12
|
Legacy Edge Advisors
Syosset,
New York
|
$13.1M
|
-$1.16M
|
-8,718
|
-9%
|
|
|
13
|
Prospera Financial Services
Dallas,
Texas
|
$11.1M
|
-$11.7M
|
-87,827
|
-53%
|
|
|
14
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$10.1M
|
+$1.97M
|
+14,784
|
+26%
|
|
|
15
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$9.39M
|
-$14K
|
-105
|
-0.2%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$9.25M
|
-$412K
|
-3,094
|
-5%
|
|
|
17
|
|
$8.55M
|
+$132K
|
+987
|
+2%
|
|
|
18
|
Rockefeller Capital Management
New York
|
$8.21M
|
+$247K
|
+1,851
|
+3%
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$7.58M
|
-$498K
|
-3,739
|
-7%
|
|
|
20
|
BNP Paribas Financial Markets
Paris,
France
|
$7.17M
|
+$6.71M
|
+50,357
|
New
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.81M
|
+$128K
|
+958
|
+2%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$6.43M
|
+$1.34M
|
+10,049
|
+29%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$6.23M
|
+$3.27M
|
+24,510
|
+127%
|
|
|
24
|
Modus Advisors
Excelsior,
Minnesota
|
$6.23M
|
+$20.5K
|
+154
|
+0.4%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.02M
|
+$323K
|
+2,425
|
+6%
|
|
