|
1
|
Bank of America
Charlotte,
North Carolina
|
$10.5M
|
+$1.22M
|
+41,646
|
+13%
|
|
|
2
|
Bank of New York Mellon
New York
|
$9.99M
|
+$1M
|
+34,167
|
+11%
|
|
|
3
|
PFS Investments
Duluth,
Georgia
|
$7.27M
|
+$503K
|
+17,165
|
+8%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$6.77M
|
+$1.03M
|
+35,104
|
+18%
|
|
|
5
|
3D/L Capital Management
Hartford,
Connecticut
|
$5.59M
|
+$130K
|
+4,443
|
+2%
|
|
|
6
|
Confluence Investment Management
St. Louis,
Missouri
|
$4.7M
|
+$756K
|
+25,795
|
+19%
|
|
|
7
|
Cetera Advisor Networks
El Segundo,
California
|
$4.29M
|
+$157K
|
+5,350
|
+4%
|
|
|
8
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$4.23M
|
+$980K
|
+33,436
|
+31%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$3.56M
|
+$103K
|
+3,523
|
+3%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.31M
|
+$837K
|
+28,554
|
+34%
|
|
|
11
|
|
$3.13M
|
-$144K
|
-4,911
|
-4%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.77M
|
+$368K
|
+12,563
|
+15%
|
|
|
13
|
Palladium Partners
Norfolk,
Virginia
|
$1.7M
|
-$22.3K
|
-760
|
-1%
|
|
|
14
|
|
$1.52M
|
-$3.47M
|
-118,516
|
-70%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.52M
|
-$12.4K
|
-424
|
-0.8%
|
|
|
16
|
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
|
$1.45M
|
+$729K
|
+24,856
|
+102%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$1.25M
|
+$1.25M
|
+42,497
|
New
|
|
|
18
|
Meeder Asset Management
Dublin,
Ohio
|
$1.12M
|
–
|
–
|
–
|
|
|
19
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$969K
|
-$27K
|
-920
|
-3%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$964K
|
+$957K
|
+32,648
|
New
|
|
|
21
|
PNC Managed Account Solutions
Houston,
Texas
|
$788K
|
+$782K
|
+26,670
|
New
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$695K
|
+$210K
|
+7,156
|
+44%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$679K
|
+$29
|
+1
|
+0%
|
|
|
24
|
HBW Advisory Services
Simi Valley,
California
|
$562K
|
-$11.9K
|
-405
|
-2%
|
|
|
25
|
FOCUS Wealth Advisors
Houston,
Texas
|
$543K
|
-$40.2K
|
-1,371
|
-7%
|
|
