|
1
|
Bank of America
Charlotte,
North Carolina
|
$38M
|
-$4.45M
|
-33,660
|
-10%
|
|
|
2
|
|
$37.9M
|
+$535K
|
+4,047
|
+1%
|
|
|
3
|
PGIM Custom Harvest
Newark,
New Jersey
|
$36.2M
|
+$449K
|
+3,399
|
+1%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$20.4M
|
-$5.48M
|
-41,457
|
-20%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$16.6M
|
-$2.82M
|
-21,318
|
-14%
|
|
|
6
|
Commerce Bank
Kansas City,
Missouri
|
$15.2M
|
-$529K
|
-4,005
|
-3%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13M
|
+$497K
|
+3,757
|
+4%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$9.9M
|
+$11.2K
|
+85
|
+0.1%
|
|
|
9
|
MML Investors Services
Springfield,
Massachusetts
|
$8.04M
|
-$431K
|
-3,259
|
-5%
|
|
|
10
|
|
$7.48M
|
+$2.51M
|
+19,007
|
+47%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$6.18M
|
+$2.02M
|
+15,245
|
+45%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.51M
|
+$23.8K
|
+180
|
+0.4%
|
|
|
13
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.62M
|
+$4.46M
|
+33,716
|
+1,183%
|
|
|
14
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$4.44M
|
+$3.73M
|
+28,220
|
+406%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$4.4M
|
-$3.94M
|
-29,834
|
-46%
|
|
|
16
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$4.18M
|
–
|
–
|
–
|
|
|
17
|
Equitable Holdings
New York
|
$4.13M
|
+$289K
|
+2,187
|
+7%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.81M
|
-$2.35M
|
-17,782
|
-37%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$3.72M
|
+$2.07M
|
+15,695
|
+114%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.71M
|
-$1.52M
|
-11,476
|
-28%
|
|
|
21
|
AE Wealth Management
Topeka,
Kansas
|
$3.47M
|
+$1.07M
|
+8,106
|
+42%
|
|
|
22
|
Milestone Advisory Partners
Southern Pines,
North Carolina
|
$3.15M
|
+$447K
|
+3,381
|
+16%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.58M
|
-$512K
|
-3,872
|
-16%
|
|
|
24
|
Brookstone Capital Management
Wheaton,
Illinois
|
$2.16M
|
+$2.32M
|
+17,564
|
New
|
|
|
25
|
GW & Wade
Wellesley,
Massachusetts
|
$2.09M
|
-$473K
|
-3,582
|
-18%
|
|
