|
1
|
Bank of America
Charlotte,
North Carolina
|
$26M
|
-$1.44M
|
-84,629
|
-5%
|
|
|
2
|
|
$23.1M
|
+$13.8M
|
+807,253
|
+147%
|
|
|
3
|
Allworth Financial
Folsom,
California
|
$14.7M
|
+$2.29M
|
+134,181
|
+18%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$10.1M
|
-$364K
|
-21,334
|
-3%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$9.22M
|
-$634K
|
-37,213
|
-6%
|
|
|
6
|
M Holdings Securities
Portland,
Oregon
|
$8.78M
|
-$10.4K
|
-611
|
-0.1%
|
|
|
7
|
|
$6.35M
|
+$336K
|
+19,711
|
+6%
|
|
|
8
|
DOHJ LLC
Seattle,
Washington
|
$6.1M
|
+$1.87M
|
+109,541
|
+44%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$5.25M
|
-$138K
|
-8,100
|
-3%
|
|
|
10
|
|
$5.14M
|
-$695K
|
-40,760
|
-12%
|
|
|
11
|
PrairieView Partners
St. Paul,
Minnesota
|
$5.13M
|
+$14.3K
|
+837
|
+0.3%
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4.85M
|
+$4.86M
|
+285,172
|
New
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$4.48M
|
-$4.98M
|
-292,257
|
-53%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$4.44M
|
-$43K
|
-2,525
|
-1%
|
|
|
15
|
Willis Johnson & Associates
Houston,
Texas
|
$4.12M
|
-$212K
|
-12,416
|
-5%
|
|
|
16
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$4.03M
|
+$4.03M
|
+236,601
|
New
|
|
|
17
|
Condor Capital Management
Martinsville,
New Jersey
|
$3.2M
|
+$148K
|
+8,679
|
+5%
|
|
|
18
|
SEI Investments
Oaks,
Pennsylvania
|
$2.61M
|
+$96.7K
|
+5,675
|
+4%
|
|
|
19
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$2.53M
|
-$30.4K
|
-1,786
|
-1%
|
|
|
20
|
IMPACTfolio
Denver,
Colorado
|
$2.22M
|
+$156K
|
+9,160
|
+8%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.12M
|
-$128K
|
-7,522
|
-6%
|
|
|
22
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.74M
|
+$107K
|
+6,266
|
+7%
|
|
|
23
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$1.61M
|
-$282K
|
-16,540
|
-15%
|
|
|
24
|
|
$1.55M
|
-$5.83M
|
-341,781
|
-79%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.52M
|
+$82.7K
|
+4,851
|
+6%
|
|
