|
1
|
Bank of America
Charlotte,
North Carolina
|
$53.8M
|
+$13.6M
|
+812,415
|
+34%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$13.5M
|
+$2.78M
|
+166,097
|
+26%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$10.4M
|
-$2.25M
|
-134,395
|
-18%
|
|
|
4
|
Vicus Capital
State College,
Pennsylvania
|
$9.97M
|
-$646K
|
-38,625
|
-6%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$9.6M
|
+$5.79M
|
+346,138
|
+156%
|
|
|
6
|
M Holdings Securities
Portland,
Oregon
|
$8.81M
|
-$860K
|
-51,438
|
-9%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$6.28M
|
-$39.5M
|
-2,360,961
|
-86%
|
|
|
8
|
|
$6.02M
|
+$376K
|
+22,462
|
+7%
|
|
|
9
|
Stifel Financial
St. Louis,
Missouri
|
$5.12M
|
-$524K
|
-31,345
|
-9%
|
|
|
10
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$4.76M
|
-$450K
|
-26,901
|
-9%
|
|
|
11
|
PrairieView Partners
St. Paul,
Minnesota
|
$3.87M
|
+$2.09M
|
+124,905
|
+120%
|
|
|
12
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$3.37M
|
-$48.5K
|
-2,897
|
-1%
|
|
|
13
|
Leisure Capital Management
Costa Mesa,
California
|
$3.29M
|
+$3.26M
|
+194,721
|
New
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.96M
|
+$373K
|
+22,300
|
+15%
|
|
|
15
|
Allworth Financial
Folsom,
California
|
$2.94M
|
-$310K
|
-18,525
|
-10%
|
|
|
16
|
One Capital Management
Westlake Village,
California
|
$2.7M
|
+$2.68M
|
+160,200
|
New
|
|
|
17
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$2.65M
|
-$396K
|
-23,699
|
-13%
|
|
|
18
|
Willis Johnson & Associates
Houston,
Texas
|
$2.31M
|
-$132K
|
-7,866
|
-5%
|
|
|
19
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$2.26M
|
+$306K
|
+18,268
|
+16%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.21M
|
+$112K
|
+6,711
|
+5%
|
|
|
21
|
|
$2.2M
|
-$384K
|
-22,963
|
-15%
|
|
|
22
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$2.14M
|
-$182K
|
-10,896
|
-8%
|
|
|
23
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$1.96M
|
-$140K
|
-8,385
|
-7%
|
|
|
24
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.93M
|
-$679K
|
-40,610
|
-26%
|
|
|
25
|
IMPACTfolio
Denver,
Colorado
|
$1.72M
|
+$113K
|
+6,774
|
+7%
|
|
