|
1
|
Bank of America
Charlotte,
North Carolina
|
$62.4M
|
-$3.62M
|
-205,397
|
-6%
|
|
|
2
|
|
$57.7M
|
+$5.28M
|
+299,705
|
+10%
|
|
|
3
|
Comprehensive Wealth Management
Lynnwood,
Washington
|
$41.1M
|
+$9.75M
|
+553,529
|
+33%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$39M
|
+$1.97M
|
+112,097
|
+6%
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$29M
|
+$5.89M
|
+334,312
|
+27%
|
|
|
6
|
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
|
$27.9M
|
–
|
–
|
–
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$24.6M
|
+$5.78M
|
+328,279
|
+32%
|
|
|
8
|
RS Crum Inc
Newport Beach,
California
|
$24.6M
|
+$763K
|
+43,325
|
+3%
|
|
|
9
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$23.1M
|
+$1.63M
|
+92,448
|
+8%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$18.1M
|
-$8.41M
|
-477,502
|
-32%
|
|
|
11
|
MML Investors Services
Springfield,
Massachusetts
|
$17.4M
|
+$2.75M
|
+156,434
|
+20%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$13.6M
|
+$698K
|
+39,667
|
+6%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.46M
|
+$1.55M
|
+88,010
|
+20%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.18M
|
-$657K
|
-37,337
|
-8%
|
|
|
15
|
Park Avenue Securities
New York
|
$7.62M
|
+$549K
|
+31,165
|
+8%
|
|
|
16
|
Carmel Capital Partners
San Diego,
California
|
$7.4M
|
+$863K
|
+49,022
|
+14%
|
|
|
17
|
Level Four Advisory Services
Dallas,
Texas
|
$6.8M
|
-$375K
|
-21,289
|
-5%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.59M
|
-$917K
|
-52,102
|
-13%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6.45M
|
-$907K
|
-51,496
|
-13%
|
|
|
20
|
Kestra Advisory Services
Austin,
Texas
|
$5.98M
|
-$435K
|
-24,730
|
-7%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$5.81M
|
+$2.57M
|
+145,848
|
+85%
|
|
|
22
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$5.34M
|
+$231K
|
+13,139
|
+5%
|
|
|
23
|
Ocean Park Asset Management
Santa Monica,
California
|
$5.22M
|
–
|
–
|
–
|
|
|
24
|
Silver Coast Investments
San Diego,
United States
|
$4.94M
|
+$234K
|
+13,313
|
+5%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$4.16M
|
-$1.53M
|
-86,668
|
-28%
|
|
