|
1
|
Bank of America
Charlotte,
North Carolina
|
$327M
|
-$13.2M
|
-74,020
|
-4%
|
|
|
2
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$81.3M
|
+$20.9M
|
+116,791
|
+34%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$78.8M
|
-$9.28M
|
-51,863
|
-11%
|
|
|
4
|
EP Wealth Advisors
Torrance,
California
|
$67.2M
|
+$53.1M
|
+296,772
|
+23,258%
|
|
|
5
|
|
$54.4M
|
+$8.12M
|
+45,414
|
+17%
|
|
|
6
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$54.1M
|
+$54.1M
|
+302,262
|
New
|
|
|
7
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$52.9M
|
+$4.84M
|
+27,072
|
+10%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$34.8M
|
+$351K
|
+1,964
|
+1%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$34.5M
|
+$5.26M
|
+29,408
|
+18%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$32.7M
|
+$10.1M
|
+56,520
|
+44%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$24.3M
|
-$161K
|
-901
|
-0.7%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$22.5M
|
-$240K
|
-1,341
|
-1%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$17.3M
|
-$1.11M
|
-6,207
|
-6%
|
|
|
14
|
Corient Private Wealth
Miami,
Florida
|
$17.1M
|
+$5.9K
|
+33
|
+0%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$16.6M
|
-$292K
|
-1,635
|
-2%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$14.8M
|
+$962K
|
+5,378
|
+7%
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$13.4M
|
-$491K
|
-2,746
|
-4%
|
|
|
18
|
TrueWealth Financial Partners
Bellevue,
Washington
|
$12M
|
+$1.02M
|
+5,719
|
+9%
|
|
|
19
|
|
$10.6M
|
+$1.25M
|
+7,004
|
+13%
|
|
|
20
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$9.16M
|
-$1.05M
|
-5,855
|
-10%
|
|
|
21
|
PGIM Custom Harvest
Newark,
New Jersey
|
$8.09M
|
+$215K
|
+1,200
|
+3%
|
|
|
22
|
KCM Investment Advisors
Greenbrae,
California
|
$6.93M
|
+$500K
|
+2,795
|
+8%
|
|
|
23
|
M Holdings Securities
Portland,
Oregon
|
$6.68M
|
-$19.1K
|
-107
|
-0.3%
|
|
|
24
|
J.W. Cole Advisors
Tampa,
Florida
|
$6.44M
|
-$86K
|
-481
|
-1%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.4M
|
-$2.38M
|
-13,329
|
-27%
|
|
