|
1
|
Bank of America
Charlotte,
North Carolina
|
$273M
|
-$5.98M
|
-31,899
|
-2%
|
|
|
2
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$89.8M
|
+$81.1M
|
+432,957
|
+1,541%
|
|
|
3
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$67.9M
|
+$1.48M
|
+7,892
|
+2%
|
|
|
4
|
|
$56.2M
|
-$760K
|
-4,057
|
-1%
|
|
|
5
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$55.5M
|
+$1.11M
|
+5,920
|
+2%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$49.9M
|
+$227K
|
+1,212
|
+0.5%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$43.5M
|
+$8.88M
|
+47,377
|
+27%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$43M
|
-$14.1M
|
-75,111
|
-25%
|
|
|
9
|
PGIM Custom Harvest
Newark,
New Jersey
|
$27.5M
|
-$2.01M
|
-10,726
|
-7%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$23.2M
|
+$3.22M
|
+17,210
|
+17%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$22M
|
-$108K
|
-576
|
-0.5%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$17.4M
|
-$363K
|
-1,935
|
-2%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$16.2M
|
-$2.91M
|
-15,511
|
-16%
|
|
|
14
|
Corient Private Wealth
Miami,
Florida
|
$14.3M
|
-$953K
|
-5,086
|
-6%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$14M
|
-$3.93K
|
-21
|
-0%
|
|
|
16
|
GW Henssler & Associates
Kennesaw,
Georgia
|
$12.6M
|
+$12.1M
|
+64,609
|
New
|
|
|
17
|
|
$10.9M
|
-$495K
|
-2,643
|
-5%
|
|
|
18
|
Park National Corp
Newark,
Ohio
|
$9.37M
|
+$644K
|
+3,439
|
+8%
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$8.99M
|
-$549K
|
-2,928
|
-6%
|
|
|
20
|
Lido Advisors
Los Angeles,
California
|
$8.99M
|
+$228K
|
+1,216
|
+3%
|
|
|
21
|
TrueWealth Financial Partners
Bellevue,
Washington
|
$8.64M
|
-$3.04M
|
-16,205
|
-27%
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$8.5M
|
-$674K
|
-3,599
|
-8%
|
|
|
23
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$8.41M
|
-$371K
|
-1,980
|
-4%
|
|
|
24
|
M Holdings Securities
Portland,
Oregon
|
$8.1M
|
+$227K
|
+1,213
|
+3%
|
|
|
25
|
Rockefeller Capital Management
New York
|
$7.93M
|
-$1.69K
|
-9
|
-0%
|
|
