|
1
|
PGIM Custom Harvest
Newark,
New Jersey
|
$108M
|
+$105K
|
+1,498
|
+0.1%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$59M
|
-$3.96M
|
-56,803
|
-6%
|
|
|
3
|
|
$42.1M
|
-$2.36M
|
-33,856
|
-5%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$39.5M
|
-$26.8M
|
-383,758
|
-40%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$38.1M
|
-$11.6M
|
-166,608
|
-23%
|
|
|
6
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$36.6M
|
-$44.2K
|
-634
|
-0.1%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$34.3M
|
+$2.37M
|
+33,969
|
+7%
|
|
|
8
|
Steward Partners Investment Advisory
New York
|
$33.2M
|
+$29.4M
|
+421,922
|
+662%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$20M
|
+$260K
|
+3,723
|
+1%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19.6M
|
-$10.8M
|
-155,063
|
-35%
|
|
|
11
|
|
$19.4M
|
+$1.54M
|
+22,092
|
+8%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$17.8M
|
+$13.4M
|
+192,106
|
+280%
|
|
|
13
|
BNP Paribas Financial Markets
Paris,
France
|
$17.1M
|
+$13.9M
|
+199,428
|
+399%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$15.1M
|
-$4.72M
|
-67,596
|
-23%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$14.2M
|
+$2.49M
|
+35,687
|
+21%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$13.5M
|
+$4.13M
|
+59,140
|
+43%
|
|
|
17
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$12.1M
|
-$673K
|
-9,641
|
-5%
|
|
|
18
|
Raymond James Financial
St Petersburg,
Florida
|
$9.16M
|
-$177K
|
-2,541
|
-2%
|
|
|
19
|
CIBC World Market
Toronto,
Ontario, Canada
|
$8.38M
|
+$194K
|
+2,785
|
+2%
|
|
|
20
|
Zurich Insurance Group
Zurich,
Switzerland
|
$7.56M
|
–
|
–
|
–
|
|
|
21
|
MGO One Seven
Beachwood,
Ohio
|
$6.35M
|
+$179K
|
+2,565
|
+3%
|
|
|
22
|
Peak Planning Group
Centennial,
Colorado
|
$4.55M
|
+$315K
|
+4,514
|
+7%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.28M
|
+$557K
|
+7,983
|
+15%
|
|
|
24
|
SFI Advisors
Montclair,
New Jersey
|
$4.22M
|
-$72.6K
|
-1,040
|
-2%
|
|
|
25
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$3.6M
|
+$3.12M
|
+44,720
|
+570%
|
|
