|
1
|
Bank of America
Charlotte,
North Carolina
|
$30.4M
|
+$818K
|
+48,762
|
+3%
|
|
|
2
|
Allworth Financial
Folsom,
California
|
$14.3M
|
+$5.19M
|
+308,992
|
+56%
|
|
|
3
|
|
$9.94M
|
+$9.14M
|
+544,389
|
+1,067%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$9.93M
|
-$125K
|
-7,476
|
-1%
|
|
|
5
|
M Holdings Securities
Portland,
Oregon
|
$8.01M
|
+$2.95M
|
+175,552
|
+58%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$6.89M
|
+$2.28M
|
+136,050
|
+49%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$6.59M
|
-$1.12M
|
-66,879
|
-14%
|
|
|
8
|
|
$5.99M
|
+$155K
|
+9,248
|
+3%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$5.89M
|
-$407K
|
-24,223
|
-6%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.67M
|
+$2.76M
|
+164,161
|
+142%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$4.45M
|
-$435K
|
-25,889
|
-9%
|
|
|
12
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$4.42M
|
-$86.8K
|
-5,174
|
-2%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.17M
|
+$996K
|
+59,321
|
+45%
|
|
|
14
|
Condor Capital Management
Martinsville,
New Jersey
|
$2.97M
|
-$81.7K
|
-4,865
|
-3%
|
|
|
15
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$2.96M
|
-$349K
|
-20,787
|
-10%
|
|
|
16
|
Willis Johnson & Associates
Houston,
Texas
|
$2.8M
|
+$403K
|
+24,011
|
+17%
|
|
|
17
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$2.58M
|
-$85.8K
|
-5,114
|
-3%
|
|
|
18
|
PrairieView Partners
St. Paul,
Minnesota
|
$2.51M
|
-$496K
|
-29,561
|
-16%
|
|
|
19
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$2.34M
|
+$8.39K
|
+500
|
+0.4%
|
|
|
20
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.3M
|
+$16.1K
|
+961
|
+0.7%
|
|
|
21
|
IMPACTfolio
Denver,
Colorado
|
$2.01M
|
+$117K
|
+6,983
|
+6%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.87M
|
-$49K
|
-2,921
|
-3%
|
|
|
23
|
Detalus Advisors
St. Louis,
Missouri
|
$1.6M
|
+$7.37K
|
+439
|
+0.5%
|
|
|
24
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$1.58M
|
-$10.6K
|
-631
|
-0.7%
|
|
|
25
|
Bartlett & Co
Cincinnati,
Ohio
|
$1.31M
|
-$148K
|
-8,829
|
-10%
|
|
