|
1
|
Wells Fargo
San Francisco,
California
|
$42M
|
-$1.84M
|
-42,942
|
-4%
|
|
|
2
|
Protective Life
Birmingham,
Alabama
|
$31.4M
|
–
|
–
|
–
|
|
|
3
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$30.4M
|
+$722K
|
+16,883
|
+2%
|
|
|
4
|
CNO Financial Group
Carmel,
Indiana
|
$30M
|
–
|
–
|
–
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$28.5M
|
+$1.5M
|
+35,095
|
+6%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$26.7M
|
+$7.16M
|
+167,264
|
+37%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$24.9M
|
-$2.5M
|
-58,336
|
-9%
|
|
|
8
|
PFS Investments
Duluth,
Georgia
|
$21.2M
|
+$2.01M
|
+47,015
|
+11%
|
|
|
9
|
|
$16.6M
|
-$1.98M
|
-46,334
|
-11%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$16.2M
|
-$1.17M
|
-27,423
|
-7%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.1M
|
-$31.4M
|
-733,516
|
-68%
|
|
|
12
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$11.9M
|
+$11.4M
|
+266,273
|
+2,500%
|
|
|
13
|
Tradewinds Capital Management
Bellingham,
Washington
|
$10.5M
|
-$13.8M
|
-323,215
|
-57%
|
|
|
14
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$10.1M
|
+$439K
|
+10,257
|
+5%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$9.62M
|
-$1.36M
|
-31,846
|
-12%
|
|
|
16
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$8.79M
|
+$184K
|
+4,309
|
+2%
|
|
|
17
|
Prospera Financial Services
Dallas,
Texas
|
$7.29M
|
+$569K
|
+13,295
|
+8%
|
|
|
18
|
Good Life Advisors
Reading,
Pennsylvania
|
$7.16M
|
+$197K
|
+4,603
|
+3%
|
|
|
19
|
IFG Advisory
Atlanta,
Georgia
|
$7M
|
+$210K
|
+4,908
|
+3%
|
|
|
20
|
Buffington Mohr McNeal
Boise,
Idaho
|
$6.68M
|
+$739K
|
+17,267
|
+12%
|
|
|
21
|
Long Run Wealth Advisors
Lake Placid,
New York
|
$6.03M
|
+$6.01M
|
+140,470
|
New
|
|
|
22
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$5.26M
|
+$5.24M
|
+122,537
|
New
|
|
|
23
|
Sage Advisory Services
Austin,
Texas
|
$4.84M
|
+$236K
|
+5,505
|
+5%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.76M
|
-$120K
|
-2,810
|
-2%
|
|
|
25
|
Windsor Capital Management
Phoenix,
Arizona
|
$4.66M
|
+$19.8K
|
+463
|
+0.4%
|
|
