|
1
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$102M
|
-$9.01M
|
-39,360
|
-8%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$94.2M
|
-$226M
|
-986,874
|
-70%
|
|
|
3
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$77.5M
|
-$9.92M
|
-43,377
|
-11%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$69.5M
|
+$2.97M
|
+12,998
|
+4%
|
|
|
5
|
|
$58.4M
|
+$4.28M
|
+18,708
|
+8%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$52.9M
|
-$1.28M
|
-5,577
|
-2%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$51.1M
|
-$3.01M
|
-13,146
|
-5%
|
|
|
8
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$50.7M
|
-$5.39M
|
-23,557
|
-9%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$38.8M
|
+$1.14M
|
+4,961
|
+3%
|
|
|
10
|
PGIM Custom Harvest
Newark,
New Jersey
|
$38.4M
|
+$1.71M
|
+7,477
|
+5%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$27.8M
|
+$3.38M
|
+14,759
|
+14%
|
|
|
12
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$22.5M
|
-$1.53M
|
-6,700
|
-6%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$20.4M
|
-$1.62M
|
-7,085
|
-7%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$20.1M
|
-$7.41M
|
-32,407
|
-27%
|
|
|
15
|
Lido Advisors
Los Angeles,
California
|
$16.4M
|
+$788K
|
+3,446
|
+5%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$16.2M
|
+$693K
|
+3,030
|
+4%
|
|
|
17
|
Corient Private Wealth
Miami,
Florida
|
$15.2M
|
-$16.1M
|
-70,351
|
-51%
|
|
|
18
|
GW Henssler & Associates
Kennesaw,
Georgia
|
$14.2M
|
-$98.4K
|
-430
|
-0.7%
|
|
|
19
|
|
$12.6M
|
+$234K
|
+1,024
|
+2%
|
|
|
20
|
Banco Santander
Madrid,
Spain
|
$12.2M
|
+$5.97M
|
+26,073
|
+93%
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$10.1M
|
-$175K
|
-767
|
-2%
|
|
|
22
|
KCM Investment Advisors
Greenbrae,
California
|
$9.58M
|
+$1.28M
|
+5,579
|
+15%
|
|
|
23
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$9.38M
|
-$518K
|
-2,266
|
-5%
|
|
|
24
|
Rockefeller Capital Management
New York
|
$9.15M
|
+$147K
|
+643
|
+2%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$9.05M
|
+$676K
|
+2,955
|
+8%
|
|
