|
1
|
PGIM Custom Harvest
Newark,
New Jersey
|
$45M
|
-$370K
|
-2,531
|
-0.8%
|
|
|
2
|
|
$33.5M
|
-$1.81M
|
-12,376
|
-5%
|
|
|
3
|
|
$30.2M
|
-$29.4M
|
-200,931
|
-50%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$19.2M
|
-$286K
|
-1,961
|
-1%
|
|
|
5
|
Commerce Bank
Kansas City,
Missouri
|
$16.8M
|
-$365K
|
-2,498
|
-2%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$14.9M
|
+$1.7M
|
+11,628
|
+13%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$11.6M
|
-$189K
|
-1,296
|
-2%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$10.3M
|
-$18.6K
|
-127
|
-0.2%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$10M
|
-$250K
|
-1,710
|
-2%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.25M
|
+$206K
|
+1,411
|
+3%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$6.82M
|
+$2.09M
|
+14,302
|
+45%
|
|
|
12
|
|
$6.61M
|
+$299K
|
+2,046
|
+5%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.72M
|
+$196K
|
+1,343
|
+4%
|
|
|
14
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$3.76M
|
–
|
–
|
–
|
|
|
15
|
MML Investors Services
Springfield,
Massachusetts
|
$3.19M
|
+$146K
|
+1,001
|
+5%
|
|
|
16
|
Raymond James Financial
St Petersburg,
Florida
|
$2.63M
|
-$84.4K
|
-578
|
-3%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.53M
|
-$179K
|
-1,225
|
-7%
|
|
|
18
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.42M
|
-$49.8K
|
-341
|
-2%
|
|
|
19
|
AE Wealth Management
Topeka,
Kansas
|
$2.34M
|
+$9.49K
|
+65
|
+0.4%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$2.28M
|
-$3.19M
|
-21,818
|
-59%
|
|
|
21
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.89M
|
+$261K
|
+1,786
|
+16%
|
|
|
22
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.81M
|
-$61.4K
|
-420
|
-3%
|
|
|
23
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$1.76M
|
-$45.3K
|
-310
|
-3%
|
|
|
24
|
Miracle Mile Advisors
Los Angeles,
California
|
$1.74M
|
+$7.16K
|
+49
|
+0.4%
|
|
|
25
|
Rockefeller Capital Management
New York
|
$1.6M
|
-$5.26K
|
-36
|
-0.3%
|
|
