|
1
|
Bank of America
Charlotte,
North Carolina
|
$65.7M
|
+$30.6M
|
+1,743,742
|
+88%
|
|
|
2
|
|
$55.5M
|
+$6.98M
|
+397,631
|
+15%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$34.4M
|
+$3.48M
|
+198,236
|
+11%
|
|
|
4
|
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
|
$27M
|
–
|
–
|
–
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$25.1M
|
+$5.83M
|
+331,940
|
+31%
|
|
|
6
|
RS Crum Inc
Newport Beach,
California
|
$22.9M
|
+$548K
|
+31,215
|
+2%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$21M
|
-$326K
|
-18,585
|
-2%
|
|
|
8
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$19.4M
|
+$3.2M
|
+182,026
|
+20%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$17.1M
|
+$4.43M
|
+252,133
|
+35%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$11.8M
|
+$2.42M
|
+137,672
|
+26%
|
|
|
11
|
MML Investors Services
Springfield,
Massachusetts
|
$10.3M
|
+$1.33M
|
+75,895
|
+15%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.09M
|
-$41.7K
|
-2,376
|
-0.5%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.37M
|
+$518K
|
+29,497
|
+8%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.27M
|
+$1.73M
|
+98,508
|
+32%
|
|
|
15
|
Park Avenue Securities
New York
|
$6.64M
|
+$1.98M
|
+113,000
|
+43%
|
|
|
16
|
Level Four Advisory Services
Dallas,
Texas
|
$5.88M
|
+$163K
|
+9,303
|
+3%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.74M
|
+$222K
|
+12,637
|
+4%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.51M
|
+$264K
|
+15,065
|
+5%
|
|
|
19
|
Kestra Advisory Services
Austin,
Texas
|
$5.46M
|
+$836K
|
+47,636
|
+18%
|
|
|
20
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$4.61M
|
+$393K
|
+22,372
|
+9%
|
|
|
21
|
MY Wealth Management
Germantown,
Maryland
|
$4.56M
|
-$12.1M
|
-690,219
|
-73%
|
|
|
22
|
Carmel Capital Partners
San Diego,
California
|
$3.9M
|
+$576K
|
+32,789
|
+17%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$3.88M
|
+$430K
|
+24,492
|
+13%
|
|
|
24
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$3.81M
|
-$496K
|
-28,256
|
-12%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.7M
|
+$55.3K
|
+3,148
|
+2%
|
|
