|
1
|
PGIM Custom Harvest
Newark,
New Jersey
|
$98.8M
|
-$1.18M
|
-18,170
|
-1%
|
|
|
2
|
|
$59.5M
|
-$11.9M
|
-182,802
|
-17%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$58.2M
|
+$3.24M
|
+49,765
|
+6%
|
|
|
4
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$46.2M
|
+$44.5M
|
+682,723
|
New
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$40.4M
|
-$2.58M
|
-39,628
|
-6%
|
|
|
6
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$37.3M
|
+$799K
|
+12,262
|
+2%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$31.7M
|
-$1.58M
|
-24,166
|
-5%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$25.7M
|
+$2.22M
|
+34,040
|
+10%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$20.4M
|
-$4.54M
|
-69,639
|
-19%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$15.5M
|
+$636K
|
+9,750
|
+4%
|
|
|
11
|
|
$15.5M
|
+$1.1M
|
+16,911
|
+8%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14.6M
|
+$607K
|
+9,308
|
+4%
|
|
|
13
|
Bellwether Advisors
Lincoln,
Nebraska
|
$12.6M
|
+$4.25M
|
+65,240
|
+54%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.5M
|
-$791K
|
-12,141
|
-7%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$8.89M
|
+$6.19M
|
+94,951
|
+260%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.21M
|
-$3.33M
|
-51,139
|
-30%
|
|
|
17
|
49 Wealth Management
Austin,
Texas
|
$8.2M
|
+$942K
|
+14,457
|
+13%
|
|
|
18
|
CIBC World Market
Toronto,
Ontario, Canada
|
$8M
|
+$517K
|
+7,932
|
+7%
|
|
|
19
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$6.75M
|
-$284K
|
-4,363
|
-4%
|
|
|
20
|
Cetera Advisor Networks
El Segundo,
California
|
$6.13M
|
+$262K
|
+4,020
|
+5%
|
|
|
21
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$5.33M
|
–
|
–
|
–
|
|
|
22
|
SFI Advisors
Montclair,
New Jersey
|
$4.54M
|
+$1.8M
|
+27,672
|
+70%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.38M
|
-$2.24M
|
-34,290
|
-35%
|
|
|
24
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$4.24M
|
-$47K
|
-721
|
-1%
|
|
|
25
|
MGO One Seven
Beachwood,
Ohio
|
$3.96M
|
+$562K
|
+8,619
|
+17%
|
|
