|
1
|
|
$47M
|
+$14.4M
|
+873,164
|
+47%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$33.9M
|
+$3.48M
|
+210,559
|
+12%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$30M
|
+$6.58M
|
+397,714
|
+29%
|
|
|
4
|
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
|
$26.2M
|
–
|
–
|
–
|
|
|
5
|
RS Crum Inc
Newport Beach,
California
|
$21.7M
|
+$2.18M
|
+131,789
|
+12%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$20.8M
|
+$200K
|
+12,083
|
+1%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$18.7M
|
+$1.93M
|
+116,713
|
+12%
|
|
|
8
|
MY Wealth Management
Germantown,
Maryland
|
$16.3M
|
+$45.3K
|
+2,736
|
+0.3%
|
|
|
9
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$15.7M
|
-$671K
|
-40,539
|
-4%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$12.2M
|
-$1.8M
|
-108,888
|
-13%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$9.07M
|
+$1.35M
|
+81,743
|
+18%
|
|
|
12
|
MML Investors Services
Springfield,
Massachusetts
|
$8.69M
|
+$1.07M
|
+64,915
|
+15%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.9M
|
-$3.9M
|
-235,764
|
-34%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.65M
|
-$6.15M
|
-371,605
|
-49%
|
|
|
15
|
Level Four Advisory Services
Dallas,
Texas
|
$5.72M
|
+$238K
|
+14,403
|
+5%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.37M
|
-$681K
|
-41,173
|
-12%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.35M
|
+$6.57K
|
+397
|
+0.1%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.09M
|
+$834K
|
+50,418
|
+20%
|
|
|
19
|
Park Avenue Securities
New York
|
$4.5M
|
+$907K
|
+54,820
|
+26%
|
|
|
20
|
Kestra Advisory Services
Austin,
Texas
|
$4.49M
|
+$352K
|
+21,300
|
+9%
|
|
|
21
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$4.19M
|
-$16.3K
|
-986
|
-0.4%
|
|
|
22
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$4.09M
|
+$191K
|
+11,553
|
+5%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.54M
|
-$164K
|
-9,928
|
-5%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$3.35M
|
+$177K
|
+10,717
|
+6%
|
|
|
25
|
Carmel Capital Partners
San Diego,
California
|
$3.22M
|
+$3.1M
|
+187,464
|
New
|
|
