|
1
|
Bank of America
Charlotte,
North Carolina
|
$325M
|
-$35M
|
-208,492
|
-10%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$84.1M
|
+$2.51M
|
+14,915
|
+3%
|
|
|
3
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$57.9M
|
-$772K
|
-4,596
|
-1%
|
|
|
4
|
Personal Capital Advisors
Redwood City,
California
|
$50.8M
|
+$1.7M
|
+10,136
|
+4%
|
|
|
5
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$46M
|
+$42M
|
+250,174
|
+1,238%
|
|
|
6
|
|
$44.3M
|
+$2.03M
|
+12,098
|
+5%
|
|
|
7
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$32.9M
|
+$1.56M
|
+9,264
|
+5%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$28M
|
-$738K
|
-4,391
|
-3%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$23.4M
|
+$7.98M
|
+47,477
|
+53%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$21.8M
|
-$14.7M
|
-87,185
|
-41%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$21.7M
|
+$13.9M
|
+82,425
|
+182%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$17.6M
|
-$1.89M
|
-11,230
|
-10%
|
|
|
13
|
Corient Private Wealth
Miami,
Florida
|
$16.4M
|
+$16.1M
|
+95,851
|
New
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$16.2M
|
+$365K
|
+2,169
|
+2%
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$13.3M
|
-$33.6K
|
-200
|
-0.3%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$13.2M
|
+$389K
|
+2,313
|
+3%
|
|
|
17
|
Lido Advisors
Los Angeles,
California
|
$11.5M
|
+$5.64M
|
+33,539
|
+99%
|
|
|
18
|
Miracle Mile Advisors
Los Angeles,
California
|
$10.9M
|
+$9.72M
|
+57,824
|
+894%
|
|
|
19
|
TrueWealth Financial Partners
Bellevue,
Washington
|
$10.5M
|
+$328K
|
+1,952
|
+3%
|
|
|
20
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$9.77M
|
+$2M
|
+11,892
|
+26%
|
|
|
21
|
|
$8.94M
|
+$1.71M
|
+10,174
|
+24%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.72M
|
+$425K
|
+2,528
|
+5%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.41M
|
-$2.39M
|
-14,222
|
-22%
|
|
|
24
|
PGIM Custom Harvest
Newark,
New Jersey
|
$7.54M
|
+$7.45M
|
+44,306
|
New
|
|
|
25
|
Brown Advisory
Baltimore,
Maryland
|
$6.64M
|
+$5.53M
|
+32,890
|
+537%
|
|
