|
1
|
Bank of America
Charlotte,
North Carolina
|
$326M
|
-$8.38M
|
-47,942
|
-3%
|
|
|
2
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$80.6M
|
-$2.49M
|
-14,218
|
-3%
|
|
|
3
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$56M
|
+$992K
|
+5,676
|
+2%
|
|
|
4
|
|
$55.9M
|
+$204K
|
+1,167
|
+0.4%
|
|
|
5
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$55.7M
|
+$1.5M
|
+8,563
|
+3%
|
|
|
6
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$36.1M
|
+$530K
|
+3,035
|
+2%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$35.4M
|
+$99.8K
|
+571
|
+0.3%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$27.8M
|
-$50.2M
|
-286,939
|
-65%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$27.2M
|
-$6.06M
|
-34,687
|
-19%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$23.9M
|
-$965K
|
-5,519
|
-4%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$22.5M
|
-$531K
|
-3,037
|
-2%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$17.2M
|
-$459K
|
-2,624
|
-3%
|
|
|
13
|
Corient Private Wealth
Miami,
Florida
|
$17M
|
-$471K
|
-2,697
|
-3%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$15.5M
|
+$390K
|
+2,233
|
+3%
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$13.4M
|
-$385K
|
-2,204
|
-3%
|
|
|
16
|
TrueWealth Financial Partners
Bellevue,
Washington
|
$12.3M
|
+$70.4K
|
+403
|
+0.6%
|
|
|
17
|
|
$11.1M
|
+$222K
|
+1,272
|
+2%
|
|
|
18
|
PGIM Custom Harvest
Newark,
New Jersey
|
$9.99M
|
+$1.64M
|
+9,378
|
+21%
|
|
|
19
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$7.72M
|
-$1.59M
|
-9,104
|
-18%
|
|
|
20
|
KCM Investment Advisors
Greenbrae,
California
|
$7.12M
|
+$30.9K
|
+177
|
+0.5%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.04M
|
+$467K
|
+2,672
|
+7%
|
|
|
22
|
J.W. Cole Advisors
Tampa,
Florida
|
$6.79M
|
+$193K
|
+1,105
|
+3%
|
|
|
23
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$6.28M
|
-$19.1M
|
-109,152
|
-76%
|
|
|
24
|
Strategic Wealth Investment Group
Louisville,
Kentucky
|
$6.16M
|
+$680K
|
+3,892
|
+13%
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
$5.91M
|
-$94.4K
|
-540
|
-2%
|
|
