|
1
|
Bank of America
Charlotte,
North Carolina
|
$296M
|
-$30.4M
|
-160,188
|
-10%
|
|
|
2
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$172M
|
+$111M
|
+582,123
|
+221%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$82.8M
|
+$54.4M
|
+286,794
|
+242%
|
|
|
4
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$62.4M
|
-$714K
|
-3,763
|
-1%
|
|
|
5
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$57.2M
|
+$237K
|
+1,250
|
+0.4%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$54.5M
|
+$10.8M
|
+57,047
|
+27%
|
|
|
7
|
|
$53.8M
|
-$55.8M
|
-293,870
|
-53%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$40.9M
|
-$1.02M
|
-5,361
|
-3%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$25.5M
|
-$362K
|
-1,905
|
-2%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$23.2M
|
+$19.5M
|
+102,798
|
+980%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$21.9M
|
-$5.07M
|
-26,682
|
-20%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$21.5M
|
-$2.74M
|
-14,435
|
-12%
|
|
|
13
|
Corient Private Wealth
Miami,
Florida
|
$17.8M
|
-$984K
|
-5,185
|
-6%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$16.4M
|
-$1.16M
|
-6,125
|
-7%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$16.1M
|
-$143K
|
-753
|
-0.9%
|
|
|
16
|
PGIM Custom Harvest
Newark,
New Jersey
|
$15.5M
|
+$914K
|
+4,813
|
+7%
|
|
|
17
|
TrueWealth Financial Partners
Bellevue,
Washington
|
$14.5M
|
+$197K
|
+1,037
|
+1%
|
|
|
18
|
|
$11.7M
|
-$1.84M
|
-9,686
|
-14%
|
|
|
19
|
Atria Wealth Solutions
New York
|
$11.5M
|
+$5.08M
|
+26,747
|
+90%
|
|
|
20
|
Cetera Advisor Networks
El Segundo,
California
|
$11.5M
|
+$7.15M
|
+37,657
|
+205%
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$11.4M
|
+$510K
|
+2,684
|
+5%
|
|
|
22
|
KCM Investment Advisors
Greenbrae,
California
|
$8.32M
|
+$37.8K
|
+199
|
+0.5%
|
|
|
23
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$8.27M
|
+$590K
|
+3,106
|
+8%
|
|
|
24
|
Lido Advisors
Los Angeles,
California
|
$8.1M
|
+$125K
|
+661
|
+2%
|
|
|
25
|
Cetera Advisors
Denver,
Colorado
|
$7.83M
|
+$6.24M
|
+32,850
|
+602%
|
|
