|
1
|
Bank of America
Charlotte,
North Carolina
|
$292M
|
-$2.48M
|
-12,308
|
-0.9%
|
|
|
2
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$102M
|
-$11.1M
|
-55,221
|
-10%
|
|
|
3
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$80.3M
|
+$7.88M
|
+39,080
|
+11%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$61.3M
|
+$1.44M
|
+7,149
|
+2%
|
|
|
5
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$51.6M
|
-$2.74M
|
-13,593
|
-5%
|
|
|
6
|
|
$49.9M
|
-$11.1M
|
-55,000
|
-19%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$49.9M
|
-$6.48M
|
-32,144
|
-12%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$49.8M
|
-$1.56M
|
-7,745
|
-3%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$34.7M
|
+$1.02M
|
+5,083
|
+3%
|
|
|
10
|
PGIM Custom Harvest
Newark,
New Jersey
|
$33.8M
|
+$3.26M
|
+16,165
|
+11%
|
|
|
11
|
Corient Private Wealth
Miami,
Florida
|
$28.7M
|
+$25.8M
|
+128,099
|
+1,233%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$25.2M
|
+$1.18M
|
+5,876
|
+5%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$22.6M
|
-$663K
|
-3,288
|
-3%
|
|
|
14
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$22.1M
|
+$21.2M
|
+105,367
|
+7,905%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$20.2M
|
+$2.75M
|
+13,627
|
+16%
|
|
|
16
|
Lido Advisors
Los Angeles,
California
|
$14.3M
|
-$289K
|
-1,433
|
-2%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$14.3M
|
-$359K
|
-1,779
|
-3%
|
|
|
18
|
GW Henssler & Associates
Kennesaw,
Georgia
|
$13.2M
|
-$168K
|
-834
|
-1%
|
|
|
19
|
|
$11.7M
|
-$245K
|
-1,213
|
-2%
|
|
|
20
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$9.51M
|
-$132K
|
-653
|
-1%
|
|
|
21
|
Polianta Ltd
St Helier,
Jersey
|
$9.21M
|
+$8.95M
|
+44,400
|
New
|
|
|
22
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$9.11M
|
+$255K
|
+1,265
|
+3%
|
|
|
23
|
Rockefeller Capital Management
New York
|
$8.3M
|
+$21K
|
+104
|
+0.3%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.2M
|
-$779K
|
-3,865
|
-9%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7.72M
|
-$337K
|
-1,674
|
-4%
|
|
