|
1
|
PGIM Custom Harvest
Newark,
New Jersey
|
$95.5M
|
+$9.16M
|
+138,693
|
+10%
|
|
|
2
|
|
$76M
|
-$17.7M
|
-267,903
|
-18%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$54.1M
|
-$21.9M
|
-331,368
|
-28%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$48.6M
|
+$5.27M
|
+79,821
|
+11%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$41.1M
|
-$2.42M
|
-36,600
|
-5%
|
|
|
6
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$36.5M
|
+$16.3M
|
+246,069
|
+72%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$31.1M
|
-$16.4M
|
-248,775
|
-33%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$28.6M
|
+$12.3M
|
+185,580
|
+68%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$23.7M
|
-$1.59M
|
-24,024
|
-6%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$18.9M
|
-$161K
|
-2,433
|
-0.8%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17.3M
|
-$8.99M
|
-136,104
|
-33%
|
|
|
12
|
|
$16.4M
|
+$5.75M
|
+87,030
|
+49%
|
|
|
13
|
Two Sigma Investments
New York
|
$13.3M
|
+$10.7M
|
+161,400
|
+311%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13M
|
+$313K
|
+4,740
|
+2%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$12.8M
|
-$8.9M
|
-134,673
|
-40%
|
|
|
16
|
Bellwether Advisors
Lincoln,
Nebraska
|
$12.5M
|
+$13.3M
|
+200,847
|
New
|
|
|
17
|
WealthSpring Partners
Long Beach,
California
|
$11.3M
|
+$558K
|
+8,454
|
+5%
|
|
|
18
|
Kaye Capital Management
El Segundo,
California
|
$9.97M
|
+$296K
|
+4,479
|
+3%
|
|
|
19
|
D. Scott Neal
Lexington,
Kentucky
|
$8.14M
|
+$27.7K
|
+420
|
+0.3%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.8M
|
-$1.96M
|
-29,598
|
-19%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.26M
|
+$208K
|
+3,150
|
+3%
|
|
|
22
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$7.02M
|
-$7.73K
|
-117
|
-0.1%
|
|
|
23
|
Prospera Financial Services
Dallas,
Texas
|
$6.92M
|
-$52.9K
|
-801
|
-0.7%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.76M
|
+$1.62M
|
+24,528
|
+29%
|
|
|
25
|
CIBC World Market
Toronto,
Ontario, Canada
|
$6.56M
|
+$57.5K
|
+870
|
+0.8%
|
|
