|
1
|
Bank of America
Charlotte,
North Carolina
|
$472M
|
+$15.4M
|
+48,189
|
+4%
|
|
|
2
|
|
$170M
|
-$3.49M
|
-10,937
|
-2%
|
|
|
3
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$163M
|
-$6.3M
|
-19,740
|
-4%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$132M
|
-$1.66M
|
-5,185
|
-1%
|
|
|
5
|
|
$124M
|
-$3.46M
|
-10,830
|
-3%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$110M
|
+$1.05M
|
+3,286
|
+1%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$100M
|
-$1.56M
|
-4,887
|
-2%
|
|
|
8
|
PGIM Custom Harvest
Newark,
New Jersey
|
$92.5M
|
+$6.38M
|
+19,990
|
+8%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$63.6M
|
+$2.81M
|
+8,806
|
+5%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$52.3M
|
+$664K
|
+2,080
|
+1%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$41.3M
|
+$2.23M
|
+6,980
|
+6%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$38.3M
|
+$13.5M
|
+42,140
|
+60%
|
|
|
13
|
M&T Bank
Buffalo,
New York
|
$28.9M
|
-$2.23M
|
-6,997
|
-8%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$28.3M
|
+$3M
|
+9,385
|
+13%
|
|
|
15
|
KCM Investment Advisors
Greenbrae,
California
|
$27.5M
|
+$43.7K
|
+137
|
+0.2%
|
|
|
16
|
Auto-Owners Insurance
Lansing,
Michigan
|
$27.5M
|
-$2.52M
|
-7,900
|
-9%
|
|
|
17
|
Marks Wealth
Annapolis,
Maryland
|
$23.1M
|
+$21.7M
|
+67,876
|
New
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$22.4M
|
-$676K
|
-2,117
|
-3%
|
|
|
19
|
Spire Wealth Management
Mclean,
Virginia
|
$22.2M
|
-$2.75M
|
-8,621
|
-12%
|
|
|
20
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$20.6M
|
+$68.3K
|
+214
|
+0.4%
|
|
|
21
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$19M
|
-$733K
|
-2,297
|
-4%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19M
|
-$565K
|
-1,769
|
-3%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$18.3M
|
-$711K
|
-2,227
|
-4%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$16.7M
|
-$6.03M
|
-18,902
|
-28%
|
|
|
25
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$15.5M
|
+$22.3K
|
+70
|
+0.2%
|
|
