|
1
|
PGIM Custom Harvest
Newark,
New Jersey
|
$43.4M
|
+$710K
|
+5,174
|
+2%
|
|
|
2
|
|
$39.7M
|
-$48.8M
|
-355,545
|
-57%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$20.4M
|
-$296K
|
-2,156
|
-2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$19.5M
|
-$25.1M
|
-182,879
|
-58%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$18.2M
|
-$5.38M
|
-39,215
|
-24%
|
|
|
6
|
Commerce Bank
Kansas City,
Missouri
|
$17.4M
|
-$30.2K
|
-220
|
-0.2%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.4M
|
+$883K
|
+6,433
|
+8%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$10.8M
|
+$120K
|
+875
|
+1%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$9.46M
|
+$173K
|
+1,261
|
+2%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$7.06M
|
+$4.53M
|
+33,028
|
+224%
|
|
|
11
|
|
$6.57M
|
+$4.22M
|
+30,738
|
+224%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.93M
|
-$428K
|
-3,118
|
-7%
|
|
|
13
|
Equitable Holdings
New York
|
$4.92M
|
+$576K
|
+4,194
|
+14%
|
|
|
14
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$4.89M
|
–
|
–
|
–
|
|
|
15
|
Sachetta
Lynnfield,
Massachusetts
|
$4.82M
|
–
|
–
|
–
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$3.64M
|
-$299K
|
-2,177
|
-8%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.12M
|
+$140K
|
+1,018
|
+5%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.9M
|
+$200K
|
+1,458
|
+8%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.62M
|
+$2.22M
|
+16,179
|
+1,019%
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$2.52M
|
-$68.8K
|
-501
|
-3%
|
|
|
21
|
Focus Partners Wealth
Boston,
Massachusetts
|
$2.15M
|
+$2.1M
|
+15,283
|
New
|
|
|
22
|
AE Wealth Management
Topeka,
Kansas
|
$2.01M
|
-$734K
|
-5,346
|
-28%
|
|
|
23
|
First Citizens Financial Corp
Mason City,
Iowa
|
$2M
|
-$24.3K
|
-177
|
-1%
|
|
|
24
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$1.92M
|
-$5.08K
|
-37
|
-0.3%
|
|
|
25
|
Rockefeller Capital Management
New York
|
$1.71M
|
+$23.1K
|
+168
|
+1%
|
|
