|
1
|
Bank of America
Charlotte,
North Carolina
|
$306M
|
-$20M
|
-113,808
|
-7%
|
|
|
2
|
|
$106M
|
+$44.7M
|
+254,512
|
+84%
|
|
|
3
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$58.7M
|
+$118K
|
+672
|
+0.2%
|
|
|
4
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$52.9M
|
+$972K
|
+5,537
|
+2%
|
|
|
5
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$49.9M
|
-$153M
|
-870,430
|
-77%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$39.8M
|
-$11.6M
|
-65,878
|
-24%
|
|
|
7
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$39M
|
+$576K
|
+3,284
|
+2%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$25.4M
|
-$31.9M
|
-181,915
|
-58%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$24.1M
|
+$909K
|
+5,177
|
+4%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$22.7M
|
-$3.09M
|
-17,603
|
-13%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.5M
|
-$70.6M
|
-402,094
|
-77%
|
|
|
12
|
Corient Private Wealth
Miami,
Florida
|
$17.5M
|
+$21.1K
|
+120
|
+0.1%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$16.4M
|
-$98.3K
|
-560
|
-0.6%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$15.1M
|
-$2.28M
|
-12,967
|
-14%
|
|
|
15
|
PGIM Custom Harvest
Newark,
New Jersey
|
$13.5M
|
+$718K
|
+4,093
|
+6%
|
|
|
16
|
TrueWealth Financial Partners
Bellevue,
Washington
|
$13.2M
|
-$16.5K
|
-94
|
-0.1%
|
|
|
17
|
|
$12.7M
|
+$6.97M
|
+39,678
|
+146%
|
|
|
18
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$12.3M
|
+$10.6M
|
+60,280
|
+1,357%
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$10.1M
|
-$1.01M
|
-5,737
|
-10%
|
|
|
20
|
KCM Investment Advisors
Greenbrae,
California
|
$7.69M
|
+$372K
|
+2,120
|
+6%
|
|
|
21
|
Lido Advisors
Los Angeles,
California
|
$7.4M
|
+$1.22M
|
+6,962
|
+22%
|
|
|
22
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$7.1M
|
+$433K
|
+2,469
|
+7%
|
|
|
23
|
M Holdings Securities
Portland,
Oregon
|
$6.99M
|
+$119K
|
+676
|
+2%
|
|
|
24
|
New York Life Investment Management
New York
|
$6.95M
|
-$100K
|
-570
|
-2%
|
|
|
25
|
Strategic Wealth Investment Group
Louisville,
Kentucky
|
$6.91M
|
+$315K
|
+1,794
|
+5%
|
|
