|
1
|
Bank of America
Charlotte,
North Carolina
|
$58.1M
|
-$857K
|
-47,636
|
-1%
|
|
|
2
|
|
$47.5M
|
-$7.29M
|
-405,479
|
-13%
|
|
|
3
|
Raymond James Financial
St Petersburg,
Florida
|
$43M
|
+$44.8M
|
+2,490,823
|
New
|
|
|
4
|
Comprehensive Wealth Management
Lynnwood,
Washington
|
$38.1M
|
-$807K
|
-44,896
|
-2%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$37.4M
|
+$617K
|
+34,281
|
+2%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$29.8M
|
+$6.83M
|
+379,894
|
+28%
|
|
|
7
|
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
|
$26.3M
|
–
|
–
|
–
|
|
|
8
|
RS Crum Inc
Newport Beach,
California
|
$23.9M
|
+$723K
|
+40,197
|
+3%
|
|
|
9
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$22.6M
|
+$834K
|
+46,397
|
+4%
|
|
|
10
|
MML Investors Services
Springfield,
Massachusetts
|
$18.5M
|
+$2.12M
|
+117,978
|
+12%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$16.7M
|
-$430K
|
-23,935
|
-2%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.49M
|
+$577K
|
+32,089
|
+6%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.88M
|
+$157K
|
+8,751
|
+2%
|
|
|
14
|
Carmel Capital Partners
San Diego,
California
|
$7.39M
|
+$411K
|
+22,852
|
+6%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.89M
|
+$697K
|
+38,741
|
+11%
|
|
|
16
|
Level Four Advisory Services
Dallas,
Texas
|
$6.49M
|
-$49.9K
|
-2,775
|
-0.7%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$6M
|
+$533K
|
+29,641
|
+9%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.72M
|
-$388K
|
-21,588
|
-6%
|
|
|
19
|
Kestra Advisory Services
Austin,
Texas
|
$5.69M
|
+$40.9K
|
+2,272
|
+0.7%
|
|
|
20
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$5.23M
|
+$192K
|
+10,667
|
+4%
|
|
|
21
|
Silver Coast Investments
San Diego,
United States
|
$4.8M
|
+$136K
|
+7,537
|
+3%
|
|
|
22
|
Park Avenue Securities
New York
|
$4.5M
|
-$2.81M
|
-156,235
|
-37%
|
|
|
23
|
L2 Asset Management
Wayland,
Massachusetts
|
$4.48M
|
+$4.68M
|
+259,957
|
New
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$4.12M
|
+$194K
|
+10,766
|
+5%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.56M
|
+$277K
|
+15,380
|
+8%
|
|
