|
1
|
Bank of America
Charlotte,
North Carolina
|
$98.3M
|
+$2.72M
|
+11,720
|
+3%
|
|
|
2
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$90.3M
|
-$13.8M
|
-59,487
|
-13%
|
|
|
3
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$83.2M
|
+$4.59M
|
+19,765
|
+6%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$75.8M
|
+$5.3M
|
+22,860
|
+7%
|
|
|
5
|
|
$59.7M
|
+$348K
|
+1,499
|
+0.6%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$56.1M
|
+$4.27M
|
+18,389
|
+8%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$51.7M
|
-$1.88M
|
-8,091
|
-3%
|
|
|
8
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$48M
|
-$3.59M
|
-15,456
|
-7%
|
|
|
9
|
PGIM Custom Harvest
Newark,
New Jersey
|
$41.7M
|
+$2.79M
|
+12,031
|
+7%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$38.5M
|
-$890K
|
-3,837
|
-2%
|
|
|
11
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$32.5M
|
+$9.74M
|
+41,961
|
+42%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$29.8M
|
+$1.57M
|
+6,774
|
+5%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$22.3M
|
+$1.63M
|
+7,024
|
+8%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$19.1M
|
-$1.32M
|
-5,703
|
-6%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$17.4M
|
+$932K
|
+4,018
|
+6%
|
|
|
16
|
Lido Advisors
Los Angeles,
California
|
$16.6M
|
-$37.6K
|
-162
|
-0.2%
|
|
|
17
|
Corient Private Wealth
Miami,
Florida
|
$15M
|
-$577K
|
-2,489
|
-4%
|
|
|
18
|
Clear Creek Financial Management
Silverdale,
Washington
|
$14.6M
|
+$6.16M
|
+26,561
|
+71%
|
|
|
19
|
GW Henssler & Associates
Kennesaw,
Georgia
|
$14.4M
|
-$35.7K
|
-154
|
-0.2%
|
|
|
20
|
|
$12.8M
|
-$233K
|
-1,004
|
-2%
|
|
|
21
|
Banco Santander
Madrid,
Spain
|
$12.4M
|
–
|
–
|
–
|
|
|
22
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$9.96M
|
-$348K
|
-1,499
|
-3%
|
|
|
23
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$9.74M
|
+$216K
|
+932
|
+2%
|
|
|
24
|
Berkeley Capital Partners
Milton,
Georgia
|
$9.26M
|
+$9.39M
|
+40,463
|
New
|
|
|
25
|
Rockefeller Capital Management
New York
|
$9.21M
|
-$84K
|
-362
|
-0.9%
|
|
