|
1
|
Bank of America
Charlotte,
North Carolina
|
$652M
|
+$34.5M
|
+88,865
|
+6%
|
|
|
2
|
|
$169M
|
+$3.77M
|
+9,713
|
+2%
|
|
|
3
|
|
$166M
|
-$5.5M
|
-14,158
|
-3%
|
|
|
4
|
PGIM Custom Harvest
Newark,
New Jersey
|
$162M
|
+$4.3M
|
+11,077
|
+3%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$136M
|
+$453K
|
+1,167
|
+0.3%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$128M
|
-$5.97M
|
-15,360
|
-5%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$80.6M
|
-$6.54M
|
-16,842
|
-8%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$73.2M
|
+$451K
|
+1,160
|
+0.6%
|
|
|
9
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$64M
|
+$62.2M
|
+160,121
|
+13,839%
|
|
|
10
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$63.6M
|
-$9.93M
|
-25,553
|
-14%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$57M
|
+$4.16M
|
+10,717
|
+8%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$47.4M
|
-$1.06M
|
-2,725
|
-2%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$44.8M
|
-$62.6K
|
-161
|
-0.1%
|
|
|
14
|
KCM Investment Advisors
Greenbrae,
California
|
$35.6M
|
+$1.25M
|
+3,213
|
+4%
|
|
|
15
|
Lido Advisors
Los Angeles,
California
|
$35.5M
|
+$557K
|
+1,434
|
+2%
|
|
|
16
|
Rockefeller Capital Management
New York
|
$34.9M
|
-$2.33K
|
-6
|
-0%
|
|
|
17
|
Auto-Owners Insurance
Lansing,
Michigan
|
$32M
|
-$4.66M
|
-12,000
|
-13%
|
|
|
18
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$31.6M
|
+$731K
|
+1,881
|
+2%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$30.7M
|
+$3.63M
|
+9,336
|
+14%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$30.1M
|
-$775K
|
-1,994
|
-3%
|
|
|
21
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$27.9M
|
+$8.56M
|
+22,027
|
+45%
|
|
|
22
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$21.5M
|
+$17.9M
|
+46,126
|
+568%
|
|
|
23
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$21.4M
|
+$2.58M
|
+6,642
|
+14%
|
|
|
24
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$20.6M
|
+$234K
|
+601
|
+1%
|
|
|
25
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$19.9M
|
-$563K
|
-1,448
|
-3%
|
|
