|
1
|
Bank of America
Charlotte,
North Carolina
|
$46.3M
|
+$20.2M
|
+1,192,124
|
+78%
|
|
|
2
|
Allworth Financial
Folsom,
California
|
$18.7M
|
+$3.96M
|
+233,773
|
+27%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$10M
|
-$30.4K
|
-1,794
|
-0.3%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$9.68M
|
+$469K
|
+27,640
|
+5%
|
|
|
5
|
M Holdings Securities
Portland,
Oregon
|
$9.03M
|
+$255K
|
+15,042
|
+3%
|
|
|
6
|
|
$6.27M
|
-$71.7K
|
-4,227
|
-1%
|
|
|
7
|
DOHJ LLC
Seattle,
Washington
|
$5.67M
|
-$418K
|
-24,627
|
-7%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$5.53M
|
+$287K
|
+16,905
|
+5%
|
|
|
9
|
PrairieView Partners
St. Paul,
Minnesota
|
$5.11M
|
-$14.4K
|
-847
|
-0.3%
|
|
|
10
|
|
$4.77M
|
-$366K
|
-21,588
|
-7%
|
|
|
11
|
Willis Johnson & Associates
Houston,
Texas
|
$4.17M
|
+$55.9K
|
+3,294
|
+1%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$3.72M
|
-$711K
|
-41,923
|
-16%
|
|
|
13
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$3.72M
|
-$305K
|
-17,978
|
-8%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$3.55M
|
-$915K
|
-53,956
|
-20%
|
|
|
15
|
Condor Capital Management
Martinsville,
New Jersey
|
$3.34M
|
+$135K
|
+7,943
|
+4%
|
|
|
16
|
SEI Investments
Oaks,
Pennsylvania
|
$3.23M
|
+$626K
|
+36,903
|
+24%
|
|
|
17
|
|
$2.54M
|
+$995K
|
+58,653
|
+64%
|
|
|
18
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$2.53M
|
+$254
|
+15
|
+0%
|
|
|
19
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$2.24M
|
+$624K
|
+36,800
|
+39%
|
|
|
20
|
IMPACTfolio
Denver,
Colorado
|
$2.22M
|
+$3.15K
|
+186
|
+0.1%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$2M
|
-$122K
|
-7,176
|
-6%
|
|
|
22
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.78M
|
+$43.4K
|
+2,558
|
+3%
|
|
|
23
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.77M
|
+$1.77M
|
+104,521
|
New
|
|
|
24
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$1.58M
|
+$1.58M
|
+93,033
|
New
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$1.57M
|
+$111K
|
+6,567
|
+8%
|
|
