|
1
|
Bank of America
Charlotte,
North Carolina
|
$749M
|
+$4.77M
|
+25,508
|
+0.7%
|
|
|
2
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$245M
|
+$10.7M
|
+57,050
|
+5%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$96.6M
|
-$18.4M
|
-98,606
|
-17%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$92.8M
|
+$4.48M
|
+23,989
|
+5%
|
|
|
5
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$64.8M
|
+$1.38M
|
+7,380
|
+2%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$55.3M
|
+$1.35M
|
+7,239
|
+3%
|
|
|
7
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$54.6M
|
+$59.3K
|
+317
|
+0.1%
|
|
|
8
|
|
$52.8M
|
-$6.05M
|
-32,360
|
-11%
|
|
|
9
|
Personal Capital Advisors
Redwood City,
California
|
$52M
|
+$818K
|
+4,374
|
+2%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$51.2M
|
+$3.88M
|
+20,755
|
+8%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$35.2M
|
+$4.65M
|
+24,876
|
+16%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$34.8M
|
+$2.46M
|
+13,152
|
+8%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$21.1M
|
-$356K
|
-1,902
|
-2%
|
|
|
14
|
AE Wealth Management
Topeka,
Kansas
|
$19.9M
|
-$1.3M
|
-6,963
|
-6%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$17.9M
|
+$302K
|
+1,614
|
+2%
|
|
|
16
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$17.7M
|
+$17.1M
|
+91,285
|
New
|
|
|
17
|
Dowling & Yahnke
San Diego,
California
|
$17.2M
|
+$111K
|
+594
|
+0.7%
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$16.8M
|
-$414K
|
-2,216
|
-2%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.8M
|
-$1.48M
|
-7,898
|
-8%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$14.8M
|
+$4.1M
|
+21,912
|
+40%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$14.3M
|
+$4.56M
|
+24,403
|
+49%
|
|
|
22
|
TrueWealth Financial Partners
Bellevue,
Washington
|
$10.9M
|
+$184K
|
+982
|
+2%
|
|
|
23
|
M Holdings Securities
Portland,
Oregon
|
$10.5M
|
+$10.1M
|
+54,125
|
New
|
|
|
24
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$10.4M
|
-$159K
|
-853
|
-2%
|
|
|
25
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$10.3M
|
+$1.23M
|
+6,584
|
+14%
|
|
