|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$47.7M
|
+$39.8M
|
+2,350,257
|
+537%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$29.5M
|
+$10.7M
|
+631,734
|
+58%
|
|
|
3
|
|
$21.4M
|
+$17.7M
|
+1,046,324
|
+516%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$12.8M
|
-$3.57M
|
-210,849
|
-22%
|
|
|
5
|
M Holdings Securities
Portland,
Oregon
|
$12.1M
|
-$2.03M
|
-120,006
|
-14%
|
|
|
6
|
Vicus Capital
State College,
Pennsylvania
|
$10.3M
|
+$691K
|
+40,817
|
+7%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$9.34M
|
+$1.11M
|
+65,669
|
+14%
|
|
|
8
|
|
$8.64M
|
+$255K
|
+15,067
|
+3%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.07M
|
+$6.06M
|
+357,640
|
+644%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$6.64M
|
-$3.2M
|
-189,021
|
-33%
|
|
|
11
|
LMCG Investments
Boston,
Massachusetts
|
$5.34M
|
-$1.88M
|
-110,796
|
-26%
|
|
|
12
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$5.34M
|
+$186K
|
+11,006
|
+4%
|
|
|
13
|
Condor Capital Management
Martinsville,
New Jersey
|
$5.25M
|
-$40.3K
|
-2,381
|
-0.8%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$4.86M
|
+$1.18M
|
+69,609
|
+32%
|
|
|
15
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$3.47M
|
+$2.54M
|
+150,190
|
+285%
|
|
|
16
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$3.28M
|
-$142K
|
-8,376
|
-4%
|
|
|
17
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$3.23M
|
-$354K
|
-20,909
|
-10%
|
|
|
18
|
Bartlett & Co
Cincinnati,
Ohio
|
$3.23M
|
-$354K
|
-20,909
|
-10%
|
|
|
19
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$3.19M
|
-$12.6K
|
-745
|
-0.4%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.8M
|
+$1.21M
|
+71,394
|
+77%
|
|
|
21
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$2.12M
|
+$1.91M
|
+112,562
|
+973%
|
|
|
22
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$2.08M
|
–
|
–
|
–
|
|
|
23
|
PrairieView Partners
St. Paul,
Minnesota
|
$1.99M
|
+$1.72M
|
+101,589
|
+700%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.98M
|
-$128K
|
-7,569
|
-6%
|
|
|
25
|
Allworth Financial
Folsom,
California
|
$1.96M
|
+$1.65M
|
+97,205
|
+568%
|
|
