|
1
|
Bank of America
Charlotte,
North Carolina
|
$575M
|
-$49.7M
|
-271,362
|
-7%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$69.3M
|
-$11.5M
|
-63,020
|
-13%
|
|
|
3
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$50.4M
|
+$6.08M
|
+33,187
|
+12%
|
|
|
4
|
|
$44.9M
|
+$1.49M
|
+8,122
|
+3%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$43.1M
|
+$16.1M
|
+87,717
|
+48%
|
|
|
6
|
Personal Capital Advisors
Redwood City,
California
|
$38.5M
|
-$4.99M
|
-27,283
|
-10%
|
|
|
7
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$30.3M
|
+$1.81M
|
+9,912
|
+6%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$29.9M
|
-$18.1M
|
-98,717
|
-35%
|
|
|
9
|
AE Wealth Management
Topeka,
Kansas
|
$18.8M
|
+$2.68M
|
+14,643
|
+14%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$17.5M
|
+$143K
|
+779
|
+0.7%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$17.3M
|
-$30.2M
|
-164,801
|
-60%
|
|
|
12
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$16.9M
|
-$794K
|
-4,336
|
-5%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$14.6M
|
-$147K
|
-803
|
-0.9%
|
|
|
14
|
Dowling & Yahnke
San Diego,
California
|
$14.3M
|
+$123K
|
+673
|
+0.8%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.2M
|
+$394K
|
+2,154
|
+2%
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$13.3M
|
-$724K
|
-3,953
|
-5%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$13.3M
|
+$1.22M
|
+6,648
|
+9%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$12.7M
|
+$957K
|
+5,225
|
+7%
|
|
|
19
|
TrueWealth Financial Partners
Bellevue,
Washington
|
$9.33M
|
+$407K
|
+2,222
|
+4%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.89M
|
-$77.4M
|
-423,011
|
-88%
|
|
|
21
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$8.35M
|
-$135K
|
-737
|
-1%
|
|
|
22
|
KCM Investment Advisors
Greenbrae,
California
|
$8.18M
|
-$37.9K
|
-207
|
-0.4%
|
|
|
23
|
Ancora Advisors
Cleveland,
Ohio
|
$7.8M
|
–
|
–
|
–
|
|
|
24
|
M Holdings Securities
Portland,
Oregon
|
$6.97M
|
-$1.94M
|
-10,620
|
-20%
|
|
|
25
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$6.89M
|
+$7.87M
|
+43,000
|
New
|
|
