|
1
|
|
$91.5M
|
-$2.63M
|
-55,759
|
-3%
|
|
|
2
|
PGIM Custom Harvest
Newark,
New Jersey
|
$65.9M
|
-$2.89M
|
-61,263
|
-4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$64M
|
-$3.66M
|
-77,749
|
-5%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$47.2M
|
+$1.36M
|
+28,821
|
+3%
|
|
|
5
|
|
$29M
|
+$1.99M
|
+42,279
|
+7%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$28.3M
|
-$455K
|
-9,661
|
-2%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$21.9M
|
+$49.4K
|
+1,048
|
+0.2%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$19.4M
|
-$8.21M
|
-174,302
|
-29%
|
|
|
9
|
Bright Rock Capital Management
Hanover,
Massachusetts
|
$13.9M
|
–
|
–
|
–
|
|
|
10
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$13.5M
|
+$13.4M
|
+284,932
|
+3,857%
|
|
|
11
|
|
$12.7M
|
+$709K
|
+15,059
|
+6%
|
|
|
12
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$10.9M
|
-$357K
|
-7,589
|
-3%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$9.22M
|
+$87.7K
|
+1,862
|
+0.9%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.84M
|
-$273K
|
-5,800
|
-3%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.79M
|
-$277K
|
-5,872
|
-3%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$7.75M
|
-$67.9K
|
-1,442
|
-0.9%
|
|
|
17
|
Mariner
Overland Park,
Kansas
|
$7.41M
|
+$112K
|
+2,371
|
+2%
|
|
|
18
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$6.8M
|
+$186K
|
+3,946
|
+3%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.58M
|
-$129K
|
-2,743
|
-2%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.51M
|
-$615K
|
-13,060
|
-9%
|
|
|
21
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$4.33M
|
-$622K
|
-13,208
|
-12%
|
|
|
22
|
Mercer Global Advisors
Denver,
Colorado
|
$3.53M
|
-$318K
|
-6,755
|
-8%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.36M
|
-$453K
|
-9,608
|
-12%
|
|
|
24
|
|
$3.04M
|
+$70.8K
|
+1,502
|
+2%
|
|
|
25
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.79M
|
+$22.9K
|
+486
|
+0.8%
|
|
