|
1
|
Bank of America
Charlotte,
North Carolina
|
$275M
|
-$4.49M
|
-22,610
|
-2%
|
|
|
2
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$156M
|
-$7.3M
|
-36,747
|
-4%
|
|
|
3
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$75.4M
|
+$38M
|
+191,430
|
+96%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$74.8M
|
-$3.38M
|
-17,021
|
-4%
|
|
|
5
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$59M
|
+$236K
|
+1,188
|
+0.4%
|
|
|
6
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$55.4M
|
+$1.6M
|
+8,070
|
+3%
|
|
|
7
|
|
$55.2M
|
+$4.61M
|
+23,191
|
+9%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$51.4M
|
+$65.4K
|
+329
|
+0.1%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$24.7M
|
+$653K
|
+3,288
|
+3%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$20.4M
|
+$241K
|
+1,212
|
+1%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$20.3M
|
+$5.29M
|
+26,655
|
+34%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$20.2M
|
-$1.65M
|
-8,296
|
-7%
|
|
|
13
|
PGIM Custom Harvest
Newark,
New Jersey
|
$18.5M
|
+$4.04M
|
+20,342
|
+27%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$18.1M
|
-$2.58M
|
-13,003
|
-12%
|
|
|
15
|
Corient Private Wealth
Miami,
Florida
|
$17.2M
|
+$401K
|
+2,017
|
+2%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$14.9M
|
-$547K
|
-2,754
|
-3%
|
|
|
17
|
M Holdings Securities
Portland,
Oregon
|
$14.8M
|
+$7.93M
|
+39,907
|
+108%
|
|
|
18
|
TrueWealth Financial Partners
Bellevue,
Washington
|
$14.5M
|
+$920K
|
+4,630
|
+7%
|
|
|
19
|
|
$10.5M
|
-$571K
|
-2,872
|
-5%
|
|
|
20
|
Atria Wealth Solutions
New York
|
$10.4M
|
-$503K
|
-2,530
|
-4%
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$10.2M
|
-$508K
|
-2,559
|
-5%
|
|
|
22
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$7.98M
|
+$192K
|
+965
|
+2%
|
|
|
23
|
KCM Investment Advisors
Greenbrae,
California
|
$7.95M
|
+$114K
|
+574
|
+1%
|
|
|
24
|
Lido Advisors
Los Angeles,
California
|
$7.91M
|
+$259K
|
+1,306
|
+3%
|
|
|
25
|
Strategic Wealth Investment Group
Louisville,
Kentucky
|
$7.24M
|
+$7.58M
|
+38,149
|
New
|
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