|
1
|
|
$99.5M
|
+$4.91M
|
+73,179
|
+5%
|
|
|
2
|
PGIM Custom Harvest
Newark,
New Jersey
|
$93.3M
|
-$249K
|
-3,711
|
-0.3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$80.3M
|
+$9.68M
|
+144,192
|
+14%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$50M
|
-$1.31M
|
-19,590
|
-3%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$46.8M
|
+$8.02M
|
+119,499
|
+21%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$46.6M
|
-$3.66M
|
-54,588
|
-7%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$27.7M
|
+$7.24M
|
+107,832
|
+35%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$27.1M
|
-$6.71M
|
-100,026
|
-20%
|
|
|
9
|
MML Investors Services
Springfield,
Massachusetts
|
$24.5M
|
+$1.22M
|
+18,219
|
+5%
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$22.7M
|
+$743K
|
+11,076
|
+3%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$22.7M
|
-$4.25M
|
-63,327
|
-16%
|
|
|
12
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$21M
|
-$294K
|
-4,374
|
-1%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$20.5M
|
-$3.42M
|
-50,967
|
-14%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$18.3M
|
-$4.62M
|
-68,859
|
-20%
|
|
|
15
|
SPC Financial Inc
Rockville,
Maryland
|
$17.3M
|
-$371K
|
-5,529
|
-2%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13.7M
|
-$370K
|
-5,514
|
-3%
|
|
|
17
|
|
$11.8M
|
-$724K
|
-10,794
|
-6%
|
|
|
18
|
WealthSpring Partners
Long Beach,
California
|
$11.6M
|
+$2.81M
|
+41,832
|
+32%
|
|
|
19
|
Advisory Services Network
Atlanta,
Georgia
|
$10.5M
|
-$426K
|
-6,342
|
-4%
|
|
|
20
|
Kaye Capital Management
El Segundo,
California
|
$10.4M
|
-$65.4K
|
-975
|
-0.6%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.4M
|
-$1.21M
|
-17,985
|
-10%
|
|
|
22
|
Prostatis Group
Hanover,
Maryland
|
$9.66M
|
+$22.8M
|
+339,651
|
New
|
|
|
23
|
Genesee Capital Advisors
Auburn,
New York
|
$8.84M
|
-$184K
|
-2,745
|
-2%
|
|
|
24
|
D. Scott Neal
Lexington,
Kentucky
|
$8.63M
|
+$29.2K
|
+435
|
+0.3%
|
|
|
25
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$7.64M
|
+$131K
|
+1,947
|
+2%
|
|
