|
1
|
Bank of America
Charlotte,
North Carolina
|
$34.3M
|
-$19.7M
|
-1,165,133
|
-37%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$14.4M
|
+$804K
|
+47,555
|
+6%
|
|
|
3
|
M Holdings Securities
Portland,
Oregon
|
$8.54M
|
-$330K
|
-19,497
|
-4%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$8.5M
|
-$1.16M
|
-68,502
|
-12%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$6.63M
|
-$3.82M
|
-226,078
|
-37%
|
|
|
6
|
Vicus Capital
State College,
Pennsylvania
|
$6.49M
|
-$3.53M
|
-208,620
|
-35%
|
|
|
7
|
|
$6.01M
|
-$54.5K
|
-3,225
|
-0.9%
|
|
|
8
|
Condor Capital Management
Martinsville,
New Jersey
|
$5.7M
|
+$5.02M
|
+296,599
|
+771%
|
|
|
9
|
Stifel Financial
St. Louis,
Missouri
|
$4.65M
|
-$502K
|
-29,716
|
-10%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$4.54M
|
-$1.73M
|
-102,536
|
-28%
|
|
|
11
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$4.51M
|
-$287K
|
-16,963
|
-6%
|
|
|
12
|
PrairieView Partners
St. Paul,
Minnesota
|
$3.9M
|
-$304
|
-18
|
-0%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.38M
|
+$389K
|
+22,992
|
+13%
|
|
|
14
|
Allworth Financial
Folsom,
California
|
$3.1M
|
+$134K
|
+7,929
|
+5%
|
|
|
15
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$2.89M
|
-$509K
|
-30,095
|
-15%
|
|
|
16
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$2.74M
|
+$75.3K
|
+4,452
|
+3%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.44M
|
+$212K
|
+12,512
|
+10%
|
|
|
18
|
One Capital Management
Westlake Village,
California
|
$2.42M
|
-$304K
|
-18,000
|
-11%
|
|
|
19
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$2.37M
|
+$210K
|
+12,415
|
+10%
|
|
|
20
|
Willis Johnson & Associates
Houston,
Texas
|
$2.37M
|
+$41.4K
|
+2,451
|
+2%
|
|
|
21
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$2.1M
|
-$177K
|
-10,459
|
-8%
|
|
|
22
|
1900 Wealth Management
San Antonio,
Texas
|
$2.08M
|
+$429K
|
+25,344
|
+26%
|
|
|
23
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.06M
|
+$111K
|
+6,575
|
+6%
|
|
|
24
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$1.9M
|
–
|
–
|
–
|
|
|
25
|
IMPACTfolio
Denver,
Colorado
|
$1.85M
|
+$115K
|
+6,798
|
+7%
|
|
