|
1
|
Bank of America
Charlotte,
North Carolina
|
$27.6M
|
-$3.46M
|
-204,965
|
-11%
|
|
|
2
|
Allworth Financial
Folsom,
California
|
$12.4M
|
-$2.2M
|
-130,213
|
-15%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$10.5M
|
+$301K
|
+17,840
|
+3%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$9.9M
|
+$3.81M
|
+226,013
|
+64%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$9.47M
|
+$2.38M
|
+141,384
|
+34%
|
|
|
6
|
|
$9.39M
|
+$9.27M
|
+549,450
|
New
|
|
|
7
|
M Holdings Securities
Portland,
Oregon
|
$8.83M
|
+$618K
|
+36,633
|
+8%
|
|
|
8
|
|
$7.4M
|
+$6.4M
|
+379,382
|
+711%
|
|
|
9
|
|
$6.04M
|
-$86.3K
|
-5,114
|
-1%
|
|
|
10
|
|
$5.86M
|
-$4.26M
|
-252,436
|
-42%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$5.41M
|
-$1.33M
|
-78,704
|
-20%
|
|
|
12
|
PrairieView Partners
St. Paul,
Minnesota
|
$5.14M
|
+$2.53M
|
+150,110
|
+100%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$4.5M
|
-$59.4K
|
-3,520
|
-1%
|
|
|
14
|
Willis Johnson & Associates
Houston,
Texas
|
$4.35M
|
+$1.46M
|
+86,586
|
+52%
|
|
|
15
|
DOHJ LLC
Seattle,
Washington
|
$4.25M
|
+$4.2M
|
+248,832
|
New
|
|
|
16
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$4.21M
|
-$315K
|
-18,688
|
-7%
|
|
|
17
|
Flow Traders U.S.
New York
|
$3.7M
|
+$3.65M
|
+216,618
|
New
|
|
|
18
|
Condor Capital Management
Martinsville,
New Jersey
|
$3.07M
|
+$32.1K
|
+1,904
|
+1%
|
|
|
19
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$2.57M
|
-$63.8K
|
-3,783
|
-2%
|
|
|
20
|
SEI Investments
Oaks,
Pennsylvania
|
$2.52M
|
+$2.49M
|
+147,688
|
New
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.26M
|
-$972K
|
-57,630
|
-30%
|
|
|
22
|
IMPACTfolio
Denver,
Colorado
|
$2.07M
|
+$5.57K
|
+330
|
+0.3%
|
|
|
23
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$1.9M
|
-$484K
|
-28,702
|
-21%
|
|
|
24
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.64M
|
-$708K
|
-41,973
|
-30%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.44M
|
-$465K
|
-27,553
|
-25%
|
|
