|
1
|
Bank of America
Charlotte,
North Carolina
|
$29.8M
|
-$4.23M
|
-250,818
|
-12%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$10.1M
|
-$4.08M
|
-242,326
|
-29%
|
|
|
3
|
|
$9.84M
|
+$8.3M
|
+492,488
|
+535%
|
|
|
4
|
Allworth Financial
Folsom,
California
|
$9.24M
|
+$6.18M
|
+366,745
|
+201%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$7.78M
|
-$644K
|
-38,212
|
-8%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$6.35M
|
-$217K
|
-12,863
|
-3%
|
|
|
7
|
|
$5.88M
|
-$71.1K
|
-4,217
|
-1%
|
|
|
8
|
M Holdings Securities
Portland,
Oregon
|
$5.13M
|
-$3.34M
|
-197,854
|
-39%
|
|
|
9
|
Stifel Financial
St. Louis,
Missouri
|
$4.93M
|
+$322K
|
+19,119
|
+7%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$4.67M
|
+$175K
|
+10,353
|
+4%
|
|
|
11
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$4.55M
|
+$84.4K
|
+5,008
|
+2%
|
|
|
12
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$3.34M
|
+$479K
|
+28,428
|
+17%
|
|
|
13
|
Condor Capital Management
Martinsville,
New Jersey
|
$3.07M
|
-$2.57M
|
-152,514
|
-46%
|
|
|
14
|
PrairieView Partners
St. Paul,
Minnesota
|
$3.03M
|
-$831K
|
-49,276
|
-21%
|
|
|
15
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$2.69M
|
-$28K
|
-1,661
|
-1%
|
|
|
16
|
Willis Johnson & Associates
Houston,
Texas
|
$2.42M
|
+$78.5K
|
+4,658
|
+3%
|
|
|
17
|
Vicus Capital
State College,
Pennsylvania
|
$2.36M
|
-$4.07M
|
-241,600
|
-63%
|
|
|
18
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$2.35M
|
–
|
–
|
–
|
|
|
19
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.31M
|
+$268K
|
+15,914
|
+13%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.2M
|
-$1.15M
|
-68,080
|
-34%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.95M
|
+$978K
|
+58,026
|
+100%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.93M
|
-$481K
|
-28,536
|
-20%
|
|
|
23
|
IMPACTfolio
Denver,
Colorado
|
$1.91M
|
+$81.2K
|
+4,818
|
+4%
|
|
|
24
|
1900 Wealth Management
San Antonio,
Texas
|
$1.8M
|
-$264K
|
-15,639
|
-13%
|
|
|
25
|
One Capital Management
Westlake Village,
California
|
$1.72M
|
-$678K
|
-40,200
|
-28%
|
|
