|
1
|
Bank of America
Charlotte,
North Carolina
|
$46.9M
|
-$117K
|
-6,798
|
-0.2%
|
|
|
2
|
Allworth Financial
Folsom,
California
|
$21.7M
|
+$2.78M
|
+161,665
|
+15%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$11.3M
|
+$1.4M
|
+81,458
|
+14%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$11.1M
|
+$895K
|
+52,123
|
+9%
|
|
|
5
|
M Holdings Securities
Portland,
Oregon
|
$9.9M
|
+$715K
|
+41,642
|
+8%
|
|
|
6
|
|
$6.82M
|
+$437K
|
+25,475
|
+7%
|
|
|
7
|
DOHJ LLC
Seattle,
Washington
|
$6.09M
|
+$325K
|
+18,929
|
+6%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$5.62M
|
-$1.44K
|
-84
|
-0%
|
|
|
9
|
|
$5.38M
|
+$523K
|
+30,478
|
+11%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$5.33M
|
+$1.7M
|
+98,840
|
+47%
|
|
|
11
|
PrairieView Partners
St. Paul,
Minnesota
|
$5.19M
|
-$2.39K
|
-139
|
-0%
|
|
|
12
|
Willis Johnson & Associates
Houston,
Texas
|
$4.17M
|
-$71.3K
|
-4,155
|
-2%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$3.7M
|
-$78.1K
|
-4,552
|
-2%
|
|
|
14
|
SEI Investments
Oaks,
Pennsylvania
|
$3.54M
|
+$246K
|
+14,333
|
+8%
|
|
|
15
|
Condor Capital Management
Martinsville,
New Jersey
|
$3.43M
|
+$40K
|
+2,330
|
+1%
|
|
|
16
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$3.33M
|
-$444K
|
-25,858
|
-12%
|
|
|
17
|
|
$3.21M
|
+$614K
|
+35,785
|
+24%
|
|
|
18
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$2.45M
|
+$171K
|
+9,978
|
+8%
|
|
|
19
|
IMPACTfolio
Denver,
Colorado
|
$2.28M
|
+$29.1K
|
+1,695
|
+1%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.92M
|
-$111K
|
-6,442
|
-5%
|
|
|
21
|
MML Investors Services
Springfield,
Massachusetts
|
$1.77M
|
+$169K
|
+9,855
|
+11%
|
|
|
22
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.75M
|
-$45.6K
|
-2,657
|
-3%
|
|
|
23
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$1.61M
|
–
|
–
|
–
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.57M
|
+$21.7K
|
+1,266
|
+1%
|
|
|
25
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.34M
|
-$30.9K
|
-1,802
|
-2%
|
|
