|
1
|
Bank of America
Charlotte,
North Carolina
|
$48.4M
|
+$2.01M
|
+116,822
|
+4%
|
|
|
2
|
Allworth Financial
Folsom,
California
|
$28M
|
+$6.46M
|
+376,034
|
+30%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$10.6M
|
-$356K
|
-20,716
|
-3%
|
|
|
4
|
M Holdings Securities
Portland,
Oregon
|
$9.71M
|
-$80.5K
|
-4,688
|
-0.8%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$9.46M
|
-$1.67M
|
-97,359
|
-15%
|
|
|
6
|
|
$8.95M
|
+$3.66M
|
+212,839
|
+68%
|
|
|
7
|
|
$7.41M
|
+$673K
|
+39,160
|
+10%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$6.98M
|
+$1.71M
|
+99,549
|
+32%
|
|
|
9
|
DOHJ LLC
Seattle,
Washington
|
$6.28M
|
+$249K
|
+14,514
|
+4%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$5.47M
|
-$84.5K
|
-4,918
|
-2%
|
|
|
11
|
PrairieView Partners
St. Paul,
Minnesota
|
$5.01M
|
-$127K
|
-7,391
|
-2%
|
|
|
12
|
Willis Johnson & Associates
Houston,
Texas
|
$4.12M
|
-$6.67K
|
-388
|
-0.2%
|
|
|
13
|
SEI Investments
Oaks,
Pennsylvania
|
$3.62M
|
+$121K
|
+7,023
|
+3%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$3.58M
|
-$77.8K
|
-4,529
|
-2%
|
|
|
15
|
Condor Capital Management
Martinsville,
New Jersey
|
$3.51M
|
+$118K
|
+6,882
|
+3%
|
|
|
16
|
|
$3.29M
|
+$124K
|
+7,242
|
+4%
|
|
|
17
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$3.17M
|
-$122K
|
-7,118
|
-4%
|
|
|
18
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$3.12M
|
+$1.94M
|
+112,903
|
+162%
|
|
|
19
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$2.93M
|
+$510K
|
+29,715
|
+21%
|
|
|
20
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$2.45M
|
+$2.47M
|
+143,606
|
New
|
|
|
21
|
IMPACTfolio
Denver,
Colorado
|
$2.36M
|
+$107K
|
+6,216
|
+5%
|
|
|
22
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.76M
|
+$6.72K
|
+391
|
+0.4%
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$1.74M
|
-$10.6K
|
-618
|
-0.6%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.74M
|
+$188K
|
+10,927
|
+12%
|
|
|
25
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$1.59M
|
–
|
–
|
–
|
|
