|
1
|
|
$124M
|
-$519K
|
-3,540
|
-0.4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$110M
|
+$9.82M
|
+67,029
|
+10%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$84.6M
|
-$2.25M
|
-15,359
|
-3%
|
|
|
4
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$53.3M
|
+$468K
|
+3,194
|
+0.9%
|
|
|
5
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$45.2M
|
+$1.71M
|
+11,685
|
+4%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$39.2M
|
+$198K
|
+1,354
|
+0.5%
|
|
|
7
|
PGIM Custom Harvest
Newark,
New Jersey
|
$39M
|
+$1.44M
|
+9,824
|
+4%
|
|
|
8
|
Rockefeller Capital Management
New York
|
$32.6M
|
+$2.02M
|
+13,814
|
+6%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$32.4M
|
-$1.42M
|
-9,699
|
-4%
|
|
|
10
|
BCM Advisors
Lafayette,
Louisiana
|
$29.3M
|
-$123K
|
-843
|
-0.4%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$28.6M
|
-$788K
|
-5,377
|
-3%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$26.4M
|
-$1.64M
|
-11,170
|
-6%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$24.3M
|
-$1.84M
|
-12,533
|
-7%
|
|
|
14
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$24M
|
-$1.35M
|
-9,217
|
-5%
|
|
|
15
|
First National Corp
Rockland,
Massachusetts
|
$21.2M
|
+$5.77M
|
+39,365
|
+36%
|
|
|
16
|
|
$21.1M
|
+$21.8M
|
+148,607
|
New
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$20.4M
|
+$138K
|
+942
|
+0.7%
|
|
|
18
|
Corient Private Wealth
Miami,
Florida
|
$18.9M
|
-$196K
|
-1,339
|
-1%
|
|
|
19
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$17.6M
|
-$204K
|
-1,395
|
-1%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$17.2M
|
-$1.65M
|
-11,291
|
-9%
|
|
|
21
|
Houlihan Financial Resource Group
Ashburn,
Virginia
|
$14.7M
|
+$14.3M
|
+97,289
|
+3,517%
|
|
|
22
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$12.5M
|
+$1.7M
|
+11,587
|
+15%
|
|
|
23
|
Freedom Investment Management
Hartford,
Connecticut
|
$12.4M
|
+$2.22M
|
+15,130
|
+21%
|
|
|
24
|
Nan Shan Life Insurance
Taipei City,
Taiwan
|
$10.9M
|
+$8.35M
|
+57,000
|
+285%
|
|
|
25
|
Unconventional Investor
Portsmouth,
New Hampshire
|
$10.8M
|
-$226K
|
-1,542
|
-2%
|
|
