|
1
|
Wells Fargo
San Francisco,
California
|
$30.3M
|
-$8.12M
|
-203,338
|
-21%
|
|
|
2
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$29.2M
|
+$1.63M
|
+40,690
|
+6%
|
|
|
3
|
Protective Life
Birmingham,
Alabama
|
$28.5M
|
–
|
–
|
–
|
|
|
4
|
CNO Financial Group
Carmel,
Indiana
|
$27.3M
|
–
|
–
|
–
|
|
|
5
|
Tradewinds Capital Management
Bellingham,
Washington
|
$20.4M
|
+$11.1M
|
+277,723
|
+113%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$17.9M
|
-$4.85M
|
-121,489
|
-21%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$15.3M
|
+$504K
|
+12,604
|
+3%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.5M
|
-$9.98M
|
-249,757
|
-40%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$14.2M
|
-$11.9M
|
-297,347
|
-45%
|
|
|
10
|
PFS Investments
Duluth,
Georgia
|
$13.5M
|
-$5.93M
|
-148,508
|
-30%
|
|
|
11
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$11.7M
|
+$871K
|
+21,803
|
+8%
|
|
|
12
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$10.1M
|
+$967K
|
+24,212
|
+10%
|
|
|
13
|
|
$9.88M
|
-$5.34M
|
-133,735
|
-35%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$7.23M
|
-$1.55M
|
-38,850
|
-17%
|
|
|
15
|
Good Life Advisors
Reading,
Pennsylvania
|
$7.1M
|
+$603K
|
+15,095
|
+9%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.54M
|
-$7.38M
|
-184,812
|
-52%
|
|
|
17
|
IFG Advisory
Atlanta,
Georgia
|
$6.38M
|
+$14.4K
|
+361
|
+0.2%
|
|
|
18
|
Peterson Wealth Management
Sparks,
Nevada
|
$6.35M
|
+$4.31M
|
+107,889
|
+197%
|
|
|
19
|
Long Run Wealth Advisors
Lake Placid,
New York
|
$5.87M
|
+$407K
|
+10,186
|
+7%
|
|
|
20
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$4.75M
|
-$30.2K
|
-756
|
-0.6%
|
|
|
21
|
Windsor Capital Management
Phoenix,
Arizona
|
$4.45M
|
+$218K
|
+5,454
|
+5%
|
|
|
22
|
Sage Advisory Services
Austin,
Texas
|
$4.01M
|
-$398K
|
-9,962
|
-9%
|
|
|
23
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$3.73M
|
+$734K
|
+18,368
|
+24%
|
|
|
24
|
Kestra Advisory Services
Austin,
Texas
|
$3.57M
|
+$27.8K
|
+696
|
+0.8%
|
|
|
25
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$3.39M
|
+$112K
|
+2,794
|
+3%
|
|
