|
1
|
Wells Fargo
San Francisco,
California
|
$35.9M
|
+$1.27M
|
+57,165
|
+4%
|
|
|
2
|
|
$16.8M
|
+$478K
|
+21,430
|
+3%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$14M
|
+$792K
|
+35,551
|
+6%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$11.9M
|
+$379K
|
+16,997
|
+3%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.88M
|
+$227K
|
+10,173
|
+3%
|
|
|
6
|
Evergreen Capital Management
Bellevue,
Washington
|
$7.38M
|
+$311K
|
+13,944
|
+4%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$6.33M
|
-$195K
|
-8,754
|
-3%
|
|
|
8
|
Clarity Financial
Houston,
Texas
|
$5.64M
|
+$2.49M
|
+111,766
|
+77%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$5.42M
|
+$604K
|
+27,103
|
+12%
|
|
|
10
|
VisionPoint Advisory Group
Dallas,
Texas
|
$4.58M
|
+$114K
|
+5,106
|
+3%
|
|
|
11
|
Trivium Point Advisory
Westport,
Connecticut
|
$3.67M
|
+$134K
|
+6,013
|
+4%
|
|
|
12
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$3.13M
|
-$55.5K
|
-2,490
|
-2%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$3.03M
|
-$756K
|
-33,924
|
-20%
|
|
|
14
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
$2.99M
|
+$538K
|
+24,147
|
+22%
|
|
|
15
|
Cynosure Group
Salt Lake City,
Utah
|
$2.97M
|
-$591K
|
-26,525
|
-16%
|
|
|
16
|
Independent Financial Group
San Diego,
California
|
$2.8M
|
-$90.5K
|
-4,060
|
-3%
|
|
|
17
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$2.79M
|
+$2.83M
|
+127,038
|
New
|
|
|
18
|
Bridges Investment Management
Omaha,
Nebraska
|
$2.67M
|
+$1.24M
|
+55,533
|
+84%
|
|
|
19
|
MML Investors Services
Springfield,
Massachusetts
|
$2.64M
|
+$136K
|
+6,098
|
+5%
|
|
|
20
|
Raymond James Financial
St Petersburg,
Florida
|
$2.39M
|
-$543K
|
-24,365
|
-18%
|
|
|
21
|
Harbour Investments
Madison,
Wisconsin
|
$1.98M
|
+$120K
|
+5,388
|
+6%
|
|
|
22
|
Soltis Investment Advisors
St. George,
Utah
|
$1.96M
|
+$1.98M
|
+88,994
|
New
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.88M
|
-$400K
|
-17,934
|
-17%
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.78M
|
+$599K
|
+26,897
|
+50%
|
|
|
25
|
Prelude Capital Management
New York
|
$1.76M
|
+$1.78M
|
+80,000
|
New
|
|
