|
1
|
|
$129M
|
-$5.19M
|
-94,600
|
-4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$112M
|
+$1.58M
|
+28,830
|
+1%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$109M
|
+$1.02M
|
+18,615
|
+0.9%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$81M
|
-$14.5M
|
-264,345
|
-15%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$67.1M
|
-$1.69M
|
-30,735
|
-2%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$64.4M
|
-$4.06M
|
-73,930
|
-6%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$62.5M
|
-$8.97M
|
-163,450
|
-12%
|
|
|
8
|
|
$41.8M
|
-$247K
|
-4,505
|
-0.6%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$34.4M
|
-$7.54M
|
-137,470
|
-18%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$30.1M
|
-$723K
|
-13,185
|
-2%
|
|
|
11
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$29.9M
|
+$17.3M
|
+315,220
|
+135%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$27.5M
|
+$164K
|
+2,995
|
+0.6%
|
|
|
13
|
|
$25M
|
+$1.62M
|
+29,495
|
+7%
|
|
|
14
|
Oakworth Capital
Birmingham,
Alabama
|
$22.4M
|
+$78.7K
|
+1,435
|
+0.4%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$21.2M
|
-$607K
|
-11,060
|
-3%
|
|
|
16
|
PGIM Custom Harvest
Newark,
New Jersey
|
$20.5M
|
+$4.85M
|
+88,420
|
+31%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$19M
|
-$1.57M
|
-28,660
|
-8%
|
|
|
18
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$16.7M
|
+$2M
|
+36,495
|
+14%
|
|
|
19
|
Alpha Wave Global
New York
|
$15.2M
|
–
|
–
|
–
|
|
|
20
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$13.7M
|
–
|
–
|
–
|
|
|
21
|
Consolidated Capital Management
Burbank,
California
|
$11.8M
|
+$6.25M
|
+113,935
|
+111%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$11.8M
|
-$2.92M
|
-53,275
|
-20%
|
|
|
23
|
United Capital Financial Advisors
Irving,
Texas
|
$11.5M
|
-$560K
|
-10,200
|
-5%
|
|
|
24
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$11M
|
–
|
–
|
–
|
|
|
25
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$10.6M
|
+$4.01M
|
+73,160
|
+61%
|
|
