|
1
|
Bank of America
Charlotte,
North Carolina
|
$276M
|
+$8.99M
|
+43,704
|
+3%
|
|
|
2
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$106M
|
-$44.1M
|
-214,364
|
-28%
|
|
|
3
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$59.7M
|
+$1.99M
|
+9,651
|
+3%
|
|
|
4
|
|
$55M
|
+$5.13M
|
+24,926
|
+9%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$54M
|
-$16.8M
|
-81,427
|
-22%
|
|
|
6
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$53.7M
|
+$4.19M
|
+20,357
|
+8%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$50.7M
|
+$4.07M
|
+19,796
|
+8%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$40M
|
+$1.24M
|
+6,017
|
+3%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$30.6M
|
+$5.72M
|
+27,799
|
+21%
|
|
|
10
|
PGIM Custom Harvest
Newark,
New Jersey
|
$24.8M
|
+$4.33M
|
+21,038
|
+19%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$22.5M
|
-$1.66M
|
-8,069
|
-6%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$20.5M
|
+$806K
|
+3,915
|
+4%
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$16.1M
|
-$3.44M
|
-16,699
|
-16%
|
|
|
14
|
Corient Private Wealth
Miami,
Florida
|
$15.7M
|
-$513K
|
-2,491
|
-3%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$14.9M
|
-$770K
|
-3,742
|
-4%
|
|
|
16
|
TrueWealth Financial Partners
Bellevue,
Washington
|
$14.1M
|
+$64.4K
|
+313
|
+0.4%
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$12.5M
|
+$13.7M
|
+66,452
|
New
|
|
|
18
|
|
$10.8M
|
-$245K
|
-1,192
|
-2%
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$9.45M
|
-$210K
|
-1,022
|
-2%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.67M
|
-$2.1M
|
-10,190
|
-18%
|
|
|
21
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$8.44M
|
+$478K
|
+2,321
|
+5%
|
|
|
22
|
Lido Advisors
Los Angeles,
California
|
$8.16M
|
+$163K
|
+792
|
+2%
|
|
|
23
|
KCM Investment Advisors
Greenbrae,
California
|
$7.39M
|
-$427K
|
-2,076
|
-5%
|
|
|
24
|
M Holdings Securities
Portland,
Oregon
|
$7.31M
|
-$79.4K
|
-386
|
-1%
|
|
|
25
|
Rockefeller Capital Management
New York
|
$7.25M
|
-$222K
|
-1,081
|
-3%
|
|
