|
1
|
PGIM Custom Harvest
Newark,
New Jersey
|
$111M
|
+$1.13M
|
+16,108
|
+1%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$67.8M
|
+$23.8M
|
+338,017
|
+54%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$64.8M
|
+$4.34M
|
+61,584
|
+7%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$51.1M
|
-$6.28M
|
-89,168
|
-11%
|
|
|
5
|
|
$45.7M
|
+$771K
|
+10,949
|
+2%
|
|
|
6
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$37.8M
|
+$958K
|
+13,604
|
+3%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$33M
|
+$953K
|
+13,530
|
+3%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$31.1M
|
+$18.9M
|
+268,481
|
+155%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$20.4M
|
+$2.08M
|
+29,559
|
+11%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$20.3M
|
+$3.99M
|
+56,710
|
+25%
|
|
|
11
|
Ocean Park Asset Management
Santa Monica,
California
|
$19.3M
|
–
|
–
|
–
|
|
|
12
|
|
$18.5M
|
+$2.5M
|
+35,528
|
+16%
|
|
|
13
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$13.1M
|
+$12.5M
|
+177,418
|
+1,978%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$12.1M
|
+$947K
|
+13,440
|
+8%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.67M
|
+$837K
|
+11,891
|
+9%
|
|
|
16
|
Raymond James Financial
St Petersburg,
Florida
|
$9.62M
|
+$1.03M
|
+14,587
|
+12%
|
|
|
17
|
CIBC World Market
Toronto,
Ontario, Canada
|
$8.44M
|
+$12.4K
|
+176
|
+0.1%
|
|
|
18
|
Zurich Insurance Group
Zurich,
Switzerland
|
$7.91M
|
+$7.82M
|
+111,100
|
New
|
|
|
19
|
MGO One Seven
Beachwood,
Ohio
|
$6.37M
|
+$68.1K
|
+967
|
+1%
|
|
|
20
|
NewEdge Advisors
New Orleans,
Louisiana
|
$5.17M
|
+$3.51M
|
+49,887
|
+213%
|
|
|
21
|
Congress Wealth Management
Boston,
Massachusetts
|
$5.14M
|
+$57K
|
+809
|
+1%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.83M
|
-$15.2M
|
-215,904
|
-76%
|
|
|
23
|
Steward Partners Investment Advisory
New York
|
$4.49M
|
+$4.17M
|
+59,163
|
+1,294%
|
|
|
24
|
SFI Advisors
Montclair,
New Jersey
|
$4.42M
|
-$332K
|
-4,707
|
-7%
|
|
|
25
|
Peak Planning Group
Centennial,
Colorado
|
$4.37M
|
+$4.37M
|
+62,005
|
New
|
|
