|
1
|
Bank of New York Mellon
New York
|
$7.75M
|
+$439K
|
+15,318
|
+6%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$6.72M
|
+$468K
|
+16,342
|
+8%
|
|
|
3
|
PFS Investments
Duluth,
Georgia
|
$6.44M
|
+$242K
|
+8,458
|
+4%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$4.66M
|
+$1.5M
|
+52,456
|
+49%
|
|
|
5
|
Cetera Advisor Networks
El Segundo,
California
|
$3.88M
|
+$50.4K
|
+1,759
|
+1%
|
|
|
6
|
|
$3.75M
|
+$103K
|
+3,609
|
+3%
|
|
|
7
|
Confluence Investment Management
St. Louis,
Missouri
|
$3.6M
|
-$52.8K
|
-1,841
|
-1%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$3.21M
|
+$150K
|
+5,227
|
+5%
|
|
|
9
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$2.81M
|
+$249K
|
+8,699
|
+10%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.6M
|
+$10.5K
|
+365
|
+0.4%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$2.37M
|
+$612K
|
+21,356
|
+36%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.25M
|
+$73.6K
|
+2,569
|
+3%
|
|
|
13
|
Palladium Partners
Norfolk,
Virginia
|
$1.44M
|
+$426K
|
+14,860
|
+43%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.23M
|
+$11.9K
|
+416
|
+1%
|
|
|
15
|
|
$1.13M
|
–
|
–
|
–
|
|
|
16
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$1.03M
|
+$291K
|
+10,169
|
+40%
|
|
|
17
|
Meeder Asset Management
Dublin,
Ohio
|
$1.03M
|
+$1.01M
|
+35,316
|
+88,290%
|
|
|
18
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$872K
|
+$855K
|
+29,839
|
New
|
|
|
19
|
BBVA USA Bancshares
Houston,
Texas
|
$763K
|
-$44.8K
|
-1,563
|
-6%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$587K
|
+$77.1K
|
+2,690
|
+15%
|
|
|
21
|
FOCUS Wealth Advisors
Houston,
Texas
|
$577K
|
+$566K
|
+19,745
|
New
|
|
|
22
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$548K
|
-$3.55K
|
-124
|
-0.7%
|
|
|
23
|
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
|
$526K
|
+$63.1K
|
+2,200
|
+14%
|
|
|
24
|
HBW Advisory Services
Simi Valley,
California
|
$488K
|
+$62.9K
|
+2,195
|
+15%
|
|
|
25
|
Columbus Macro
New Castle,
Pennsylvania
|
$487K
|
-$95.3K
|
-3,325
|
-17%
|
|
