|
1
|
Bank of America
Charlotte,
North Carolina
|
$62.7M
|
-$1.62M
|
-93,421
|
-3%
|
|
|
2
|
|
$49.5M
|
-$4.76M
|
-274,624
|
-9%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$35M
|
+$1.34M
|
+77,212
|
+4%
|
|
|
4
|
Comprehensive Wealth Management
Lynnwood,
Washington
|
$29.4M
|
+$29.4M
|
+1,697,495
|
New
|
|
|
5
|
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
|
$26.4M
|
–
|
–
|
–
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$25.4M
|
+$879K
|
+50,705
|
+4%
|
|
|
7
|
RS Crum Inc
Newport Beach,
California
|
$22.6M
|
+$169K
|
+9,733
|
+0.8%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$21.7M
|
+$1.13M
|
+65,109
|
+5%
|
|
|
9
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$20.3M
|
+$1.29M
|
+74,644
|
+7%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$17.7M
|
+$980K
|
+56,497
|
+6%
|
|
|
11
|
MML Investors Services
Springfield,
Massachusetts
|
$13.8M
|
+$3.71M
|
+213,726
|
+37%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$12.2M
|
+$691K
|
+39,828
|
+6%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.39M
|
+$2.79M
|
+160,926
|
+50%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.44M
|
+$241K
|
+13,881
|
+3%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.14M
|
+$30.6K
|
+1,767
|
+0.4%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7M
|
+$1.62M
|
+93,192
|
+30%
|
|
|
17
|
Level Four Advisory Services
Dallas,
Texas
|
$6.93M
|
+$1M
|
+57,961
|
+17%
|
|
|
18
|
Park Avenue Securities
New York
|
$6.68M
|
+$186K
|
+10,728
|
+3%
|
|
|
19
|
Carmel Capital Partners
San Diego,
California
|
$6.17M
|
+$2.36M
|
+136,112
|
+62%
|
|
|
20
|
Kestra Advisory Services
Austin,
Texas
|
$6.1M
|
+$756K
|
+43,614
|
+14%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$5.44M
|
+$1.65M
|
+95,304
|
+43%
|
|
|
22
|
Ocean Park Asset Management
Santa Monica,
California
|
$4.94M
|
+$4.95M
|
+285,600
|
New
|
|
|
23
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$4.83M
|
+$328K
|
+18,906
|
+7%
|
|
|
24
|
Silver Coast Investments
San Diego,
United States
|
$4.45M
|
+$1.14M
|
+65,839
|
+34%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.6M
|
-$13.7K
|
-792
|
-0.4%
|
|
