|
1
|
Bank of America
Charlotte,
North Carolina
|
$297M
|
-$11.9M
|
-65,919
|
-4%
|
|
|
2
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$196M
|
+$149M
|
+827,253
|
+270%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$89.8M
|
+$67M
|
+371,020
|
+248%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$54.5M
|
+$33.4M
|
+184,568
|
+141%
|
|
|
5
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$53.2M
|
+$49.7K
|
+275
|
+0.1%
|
|
|
6
|
|
$52.2M
|
-$784K
|
-4,336
|
-1%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$47.5M
|
+$14.6M
|
+80,762
|
+41%
|
|
|
8
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$47.1M
|
-$30.7M
|
-170,067
|
-38%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$34.9M
|
+$612K
|
+3,388
|
+2%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$23.6M
|
-$2.85M
|
-15,751
|
-10%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$21M
|
-$393K
|
-2,177
|
-2%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$16M
|
-$392K
|
-2,167
|
-2%
|
|
|
13
|
Corient Private Wealth
Miami,
Florida
|
$15.9M
|
-$198K
|
-1,098
|
-1%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$15M
|
+$260K
|
+1,441
|
+2%
|
|
|
15
|
TrueWealth Financial Partners
Bellevue,
Washington
|
$12M
|
+$363K
|
+2,007
|
+3%
|
|
|
16
|
PGIM Custom Harvest
Newark,
New Jersey
|
$11.5M
|
+$2.14M
|
+11,854
|
+22%
|
|
|
17
|
Cetera Advisor Networks
El Segundo,
California
|
$11M
|
+$8.19M
|
+45,340
|
+244%
|
|
|
18
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$11M
|
+$9.41M
|
+52,091
|
+440%
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$10.1M
|
-$2.65M
|
-14,664
|
-20%
|
|
|
20
|
Atria Wealth Solutions
New York
|
$9.37M
|
+$5.65M
|
+31,280
|
+137%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.95M
|
+$3.63M
|
+20,115
|
+63%
|
|
|
22
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$7.48M
|
+$175K
|
+970
|
+2%
|
|
|
23
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$7.29M
|
+$7.64M
|
+42,265
|
New
|
|
|
24
|
J.W. Cole Advisors
Tampa,
Florida
|
$6.66M
|
+$239K
|
+1,320
|
+4%
|
|
|
25
|
KCM Investment Advisors
Greenbrae,
California
|
$6.62M
|
-$140K
|
-772
|
-2%
|
|
