|
1
|
Bank of America
Charlotte,
North Carolina
|
$271M
|
-$7.23M
|
-37,277
|
-3%
|
|
|
2
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$64.4M
|
+$4.44M
|
+22,923
|
+7%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$55.9M
|
+$1.59M
|
+8,223
|
+3%
|
|
|
4
|
|
$55.3M
|
-$37K
|
-191
|
-0.1%
|
|
|
5
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$52.7M
|
-$1.34M
|
-6,899
|
-2%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$48.1M
|
-$2.95M
|
-15,213
|
-6%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$33.2M
|
+$2.44M
|
+12,609
|
+8%
|
|
|
8
|
PGIM Custom Harvest
Newark,
New Jersey
|
$28.6M
|
+$3.8M
|
+19,580
|
+15%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$21.4M
|
-$1.18M
|
-6,072
|
-5%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$19.3M
|
+$6.89M
|
+35,535
|
+53%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$18.6M
|
-$1.99M
|
-10,281
|
-9%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$17.3M
|
+$1.09M
|
+5,622
|
+7%
|
|
|
13
|
Corient Private Wealth
Miami,
Florida
|
$14.8M
|
-$1.01M
|
-5,216
|
-6%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$13.5M
|
-$1.5M
|
-7,732
|
-10%
|
|
|
15
|
TrueWealth Financial Partners
Bellevue,
Washington
|
$11.4M
|
-$2.85M
|
-14,718
|
-20%
|
|
|
16
|
|
$11M
|
+$182K
|
+939
|
+2%
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$9.26M
|
-$244K
|
-1,256
|
-2%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$8.91M
|
-$32.2M
|
-165,894
|
-78%
|
|
|
19
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$8.54M
|
+$55.7K
|
+287
|
+0.6%
|
|
|
20
|
Lido Advisors
Los Angeles,
California
|
$8.48M
|
+$288K
|
+1,486
|
+3%
|
|
|
21
|
Park National Corp
Newark,
Ohio
|
$8.43M
|
+$7.4M
|
+38,177
|
+591%
|
|
|
22
|
Rockefeller Capital Management
New York
|
$7.68M
|
+$407K
|
+2,100
|
+5%
|
|
|
23
|
M Holdings Securities
Portland,
Oregon
|
$7.62M
|
+$282K
|
+1,452
|
+4%
|
|
|
24
|
KCM Investment Advisors
Greenbrae,
California
|
$7.47M
|
+$40.7K
|
+210
|
+0.5%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.21M
|
+$582K
|
+3,003
|
+10%
|
|
