|
1
|
Bank of America
Charlotte,
North Carolina
|
$57.3M
|
+$821K
|
+47,559
|
+1%
|
|
|
2
|
|
$44.7M
|
-$1.54M
|
-89,396
|
-3%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$41.2M
|
+$4.92M
|
+285,007
|
+13%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$36.5M
|
-$5.36M
|
-310,449
|
-12%
|
|
|
5
|
Comprehensive Wealth Management
Lynnwood,
Washington
|
$35.8M
|
-$1.18M
|
-68,173
|
-3%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$28.5M
|
-$470K
|
-27,222
|
-2%
|
|
|
7
|
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
|
$25.6M
|
–
|
–
|
–
|
|
|
8
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$20.1M
|
-$1.88M
|
-108,917
|
-8%
|
|
|
9
|
MML Investors Services
Springfield,
Massachusetts
|
$19M
|
+$1.07M
|
+62,162
|
+6%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$14.7M
|
-$1.62M
|
-93,940
|
-10%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.71M
|
+$500K
|
+28,975
|
+5%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.05M
|
+$405K
|
+23,493
|
+5%
|
|
|
13
|
Carmel Capital Partners
San Diego,
California
|
$7.7M
|
+$538K
|
+31,156
|
+7%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.66M
|
-$30.8K
|
-1,786
|
-0.4%
|
|
|
15
|
Level Four Advisory Services
Dallas,
Texas
|
$6.6M
|
+$301K
|
+17,457
|
+5%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$6.22M
|
+$407K
|
+23,560
|
+7%
|
|
|
17
|
Concurrent Investment Advisors
Tampa,
Florida
|
$5.35M
|
+$2.06M
|
+119,111
|
+60%
|
|
|
18
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$5.22M
|
+$138K
|
+7,999
|
+3%
|
|
|
19
|
Silver Coast Investments
San Diego,
United States
|
$4.77M
|
+$106K
|
+6,158
|
+2%
|
|
|
20
|
Steward Partners Investment Advisory
New York
|
$4.65M
|
+$1.25M
|
+72,357
|
+35%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.5M
|
+$1.07M
|
+62,070
|
+30%
|
|
|
22
|
L2 Asset Management
Wayland,
Massachusetts
|
$4.42M
|
+$62.4K
|
+3,615
|
+1%
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.39M
|
-$1.2M
|
-69,781
|
-21%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$4.01M
|
+$6.37K
|
+369
|
+0.2%
|
|
|
25
|
Good Steward Wealth Advisors
Clarksville,
Tennessee
|
$3.66M
|
+$3.77M
|
+218,649
|
New
|
|
