|
1
|
Bank of America
Charlotte,
North Carolina
|
$290M
|
+$3.33M
|
+16,394
|
+1%
|
|
|
2
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$112M
|
+$17.8M
|
+87,712
|
+19%
|
|
|
3
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$71.3M
|
-$138K
|
-678
|
-0.2%
|
|
|
4
|
|
$60.6M
|
+$1.4M
|
+6,894
|
+2%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$59.1M
|
+$13.3M
|
+65,311
|
+29%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$55.9M
|
+$10.5M
|
+51,929
|
+24%
|
|
|
7
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$53.7M
|
-$4.63M
|
-22,790
|
-8%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$50.7M
|
-$1.74M
|
-8,578
|
-3%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$33.2M
|
+$8.74M
|
+43,024
|
+36%
|
|
|
10
|
PGIM Custom Harvest
Newark,
New Jersey
|
$30M
|
+$1.17M
|
+5,773
|
+4%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$23.7M
|
+$5.32M
|
+26,184
|
+29%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$22.9M
|
-$177K
|
-873
|
-0.8%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$17.2M
|
+$123K
|
+607
|
+0.7%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$14.5M
|
-$191K
|
-942
|
-1%
|
|
|
15
|
Lido Advisors
Los Angeles,
California
|
$14.5M
|
+$5.01M
|
+24,642
|
+53%
|
|
|
16
|
GW Henssler & Associates
Kennesaw,
Georgia
|
$13.2M
|
-$82.7K
|
-407
|
-0.6%
|
|
|
17
|
|
$11.8M
|
+$351K
|
+1,730
|
+3%
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$9.52M
|
+$67K
|
+330
|
+0.7%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.94M
|
+$3M
|
+14,774
|
+52%
|
|
|
20
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$8.74M
|
-$124K
|
-612
|
-1%
|
|
|
21
|
Rockefeller Capital Management
New York
|
$8.17M
|
-$165K
|
-811
|
-2%
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7.97M
|
-$960K
|
-4,728
|
-11%
|
|
|
23
|
KCM Investment Advisors
Greenbrae,
California
|
$7.63M
|
-$201K
|
-988
|
-3%
|
|
|
24
|
Park National Corp
Newark,
Ohio
|
$7.49M
|
-$2.34M
|
-11,497
|
-24%
|
|
|
25
|
Richmond Brothers
Jackson,
Michigan
|
$7.16M
|
+$3.46M
|
+17,049
|
+95%
|
|
