|
1
|
|
$60.7M
|
+$16.3M
|
+1,376,202
|
+37%
|
|
|
2
|
Guggenheim Capital
Chicago,
Illinois
|
$34.7M
|
+$7.72M
|
+653,333
|
+29%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$23.6M
|
+$7.27M
|
+615,058
|
+45%
|
|
|
4
|
Advisors Asset Management
Monument,
Colorado
|
$15.9M
|
+$5.56M
|
+469,939
|
+53%
|
|
|
5
|
Rockefeller Capital Management
New York
|
$14.1M
|
+$15.8K
|
+1,336
|
+0.1%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$13.2M
|
-$669K
|
-56,585
|
-5%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$9.86M
|
+$1.17M
|
+99,377
|
+14%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$6.61M
|
+$628K
|
+53,098
|
+10%
|
|
|
9
|
Mariner
Overland Park,
Kansas
|
$6.43M
|
-$84.6K
|
-7,156
|
-1%
|
|
|
10
|
Allianz Asset Management
Munich,
Germany
|
$5.62M
|
–
|
–
|
–
|
|
|
11
|
|
$4.89M
|
+$4M
|
+338,370
|
+449%
|
|
|
12
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$4.87M
|
+$413K
|
+34,971
|
+9%
|
|
|
13
|
Ignite Planners
San Clemente,
California
|
$4.27M
|
+$322K
|
+27,247
|
+8%
|
|
|
14
|
Evoke Wealth
Los Angeles,
California
|
$3M
|
+$45.4K
|
+3,839
|
+2%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$2.85M
|
+$950K
|
+80,389
|
+50%
|
|
|
16
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$2.85M
|
+$127K
|
+10,780
|
+5%
|
|
|
17
|
Southland Equity Partners
Wildwood,
Missouri
|
$2.43M
|
+$627K
|
+53,050
|
+35%
|
|
|
18
|
Whittier Trust
South Pasadena,
California
|
$2.38M
|
+$1.29M
|
+109,014
|
+119%
|
|
|
19
|
PFG Investments
Woodbury,
New York
|
$2.23M
|
+$10.3K
|
+872
|
+0.5%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.2M
|
+$361K
|
+30,564
|
+20%
|
|
|
21
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.96M
|
+$112K
|
+9,461
|
+6%
|
|
|
22
|
Raymond James Financial
St Petersburg,
Florida
|
$1.94M
|
+$144K
|
+12,144
|
+8%
|
|
|
23
|
Davidson Trust Company
Seattle,
Washington
|
$1.75M
|
–
|
–
|
–
|
|
|
24
|
DKM Wealth Management
Stockton,
California
|
$1.68M
|
–
|
–
|
–
|
|
|
25
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.48M
|
+$22.7K
|
+1,918
|
+2%
|
|
