|
1
|
Bank of America
Charlotte,
North Carolina
|
$302M
|
-$252K
|
-1,259
|
-0.1%
|
|
|
2
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$164M
|
-$6.34M
|
-31,722
|
-4%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$78M
|
-$3.81M
|
-19,074
|
-5%
|
|
|
4
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$65.2M
|
+$388K
|
+1,939
|
+0.6%
|
|
|
5
|
|
$56.7M
|
-$3.71M
|
-18,564
|
-6%
|
|
|
6
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$56.2M
|
-$4.42M
|
-22,123
|
-8%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$52.9M
|
-$3.31M
|
-16,551
|
-6%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$43.8M
|
-$36.8M
|
-184,239
|
-47%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$28.6M
|
+$5.96M
|
+29,823
|
+28%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$27M
|
-$87K
|
-435
|
-0.3%
|
|
|
11
|
PGIM Custom Harvest
Newark,
New Jersey
|
$23.5M
|
+$3.01M
|
+15,028
|
+16%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$22.2M
|
-$179K
|
-896
|
-0.8%
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$21.7M
|
-$485K
|
-2,426
|
-2%
|
|
|
14
|
Corient Private Wealth
Miami,
Florida
|
$18.3M
|
-$547K
|
-2,735
|
-3%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$17.6M
|
+$1.16M
|
+5,802
|
+7%
|
|
|
16
|
TrueWealth Financial Partners
Bellevue,
Washington
|
$15.8M
|
-$79.2K
|
-396
|
-0.5%
|
|
|
17
|
|
$12.4M
|
+$862K
|
+4,308
|
+8%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.9M
|
-$7.58M
|
-37,878
|
-40%
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$10.9M
|
-$364K
|
-1,822
|
-3%
|
|
|
20
|
Atria Wealth Solutions
New York
|
$10.8M
|
-$558K
|
-2,792
|
-5%
|
|
|
21
|
Lido Advisors
Los Angeles,
California
|
$9.01M
|
+$343K
|
+1,717
|
+4%
|
|
|
22
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$9.01M
|
+$235K
|
+1,177
|
+3%
|
|
|
23
|
KCM Investment Advisors
Greenbrae,
California
|
$8.76M
|
+$36.8K
|
+184
|
+0.4%
|
|
|
24
|
Rockefeller Capital Management
New York
|
$8.39M
|
+$1.27M
|
+6,350
|
+19%
|
|
|
25
|
M Holdings Securities
Portland,
Oregon
|
$8.31M
|
-$7.54M
|
-37,700
|
-49%
|
|
