|
1
|
PGIM Custom Harvest
Newark,
New Jersey
|
$97.5M
|
+$1.44M
|
+21,721
|
+1%
|
|
|
2
|
|
$57.2M
|
-$634K
|
-9,543
|
-1%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$53.3M
|
-$3.41M
|
-51,281
|
-6%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$36.5M
|
-$2.77M
|
-41,715
|
-7%
|
|
|
5
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$35.5M
|
-$838K
|
-12,609
|
-2%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$29.7M
|
-$1.11M
|
-16,747
|
-4%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$21.8M
|
-$3.13M
|
-47,108
|
-12%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$19.8M
|
-$28.9K
|
-435
|
-0.1%
|
|
|
9
|
|
$17.5M
|
+$2.45M
|
+36,828
|
+16%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$15.4M
|
+$311K
|
+4,675
|
+2%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14.7M
|
+$424K
|
+6,378
|
+3%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$8.61M
|
-$36.6K
|
-550
|
-0.4%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.54M
|
-$1.68M
|
-25,244
|
-16%
|
|
|
14
|
Bellwether Advisors
Lincoln,
Nebraska
|
$8.23M
|
-$4.03M
|
-60,635
|
-33%
|
|
|
15
|
CIBC World Market
Toronto,
Ontario, Canada
|
$7.79M
|
+$20.4K
|
+307
|
+0.3%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.82M
|
-$1.17M
|
-17,679
|
-15%
|
|
|
17
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$6.45M
|
-$108K
|
-1,621
|
-2%
|
|
|
18
|
MGO One Seven
Beachwood,
Ohio
|
$5.65M
|
+$1.81M
|
+27,266
|
+47%
|
|
|
19
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$5.14M
|
-$42.5K
|
-639
|
-0.8%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.66M
|
+$409K
|
+6,156
|
+10%
|
|
|
21
|
SFI Advisors
Montclair,
New Jersey
|
$4.51M
|
+$99.4K
|
+1,496
|
+2%
|
|
|
22
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$4.2M
|
+$80.5K
|
+1,211
|
+2%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.29M
|
+$601K
|
+9,038
|
+22%
|
|
|
24
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$3.28M
|
–
|
–
|
–
|
|
|
25
|
First Citizens Financial Corp
Mason City,
Iowa
|
$2.98M
|
+$6.05K
|
+91
|
+0.2%
|
|
