|
1
|
Bank of America
Charlotte,
North Carolina
|
$35.4M
|
-$13.1M
|
-764,629
|
-27%
|
|
|
2
|
Allworth Financial
Folsom,
California
|
$30.1M
|
+$2.36M
|
+137,499
|
+8%
|
|
|
3
|
M Holdings Securities
Portland,
Oregon
|
$10.5M
|
+$773K
|
+45,078
|
+8%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$9.31M
|
-$1.34M
|
-77,995
|
-13%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$8.64M
|
-$849K
|
-49,481
|
-9%
|
|
|
6
|
|
$8.41M
|
+$984K
|
+57,320
|
+13%
|
|
|
7
|
|
$7.6M
|
-$1.38M
|
-80,353
|
-15%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$7.09M
|
+$106K
|
+6,206
|
+2%
|
|
|
9
|
DOHJ LLC
Seattle,
Washington
|
$6.24M
|
-$49.5K
|
-2,885
|
-0.8%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$5.66M
|
+$174K
|
+10,119
|
+3%
|
|
|
11
|
PrairieView Partners
St. Paul,
Minnesota
|
$5.02M
|
–
|
–
|
–
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$4.1M
|
+$505K
|
+29,436
|
+14%
|
|
|
13
|
Willis Johnson & Associates
Houston,
Texas
|
$4M
|
-$126K
|
-7,363
|
-3%
|
|
|
14
|
SEI Investments
Oaks,
Pennsylvania
|
$3.83M
|
+$203K
|
+11,806
|
+6%
|
|
|
15
|
Condor Capital Management
Martinsville,
New Jersey
|
$3.68M
|
+$156K
|
+9,085
|
+4%
|
|
|
16
|
|
$3.38M
|
+$75.3K
|
+4,390
|
+2%
|
|
|
17
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$3.01M
|
-$167K
|
-9,727
|
-5%
|
|
|
18
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$2.93M
|
-$6.55K
|
-382
|
-0.2%
|
|
|
19
|
IMPACTfolio
Denver,
Colorado
|
$2.6M
|
+$229K
|
+13,357
|
+10%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.52M
|
+$1.13M
|
+65,919
|
+81%
|
|
|
21
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$2.48M
|
+$21.8K
|
+1,268
|
+0.9%
|
|
|
22
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2M
|
-$1.13M
|
-66,039
|
-36%
|
|
|
23
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.84M
|
+$84.5K
|
+4,927
|
+5%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.65M
|
-$87.5K
|
-5,100
|
-5%
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$1.65M
|
-$88.9K
|
-5,180
|
-5%
|
|
