|
1
|
Bank of America
Charlotte,
North Carolina
|
$520M
|
-$392K
|
-1,087
|
-0.1%
|
|
|
2
|
|
$182M
|
-$4.88M
|
-13,533
|
-3%
|
|
|
3
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$170M
|
-$9.47M
|
-26,229
|
-5%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$142M
|
-$3.99M
|
-11,053
|
-3%
|
|
|
5
|
|
$141M
|
+$4.19M
|
+11,598
|
+3%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$126M
|
+$4.08M
|
+11,299
|
+3%
|
|
|
7
|
PGIM Custom Harvest
Newark,
New Jersey
|
$112M
|
+$9.97M
|
+27,630
|
+10%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$99.6M
|
-$10.7M
|
-29,520
|
-10%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$71.5M
|
+$1.36M
|
+3,764
|
+2%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$67M
|
+$8.93M
|
+24,734
|
+16%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$56.2M
|
+$13.5M
|
+37,306
|
+33%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$45.7M
|
+$147K
|
+408
|
+0.3%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$36M
|
+$34.7M
|
+96,015
|
New
|
|
|
14
|
Auto-Owners Insurance
Lansing,
Michigan
|
$33.8M
|
+$4.33M
|
+12,000
|
+15%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$31.4M
|
+$209K
|
+579
|
+0.7%
|
|
|
16
|
M&T Bank
Buffalo,
New York
|
$31.4M
|
-$483K
|
-1,338
|
-2%
|
|
|
17
|
KCM Investment Advisors
Greenbrae,
California
|
$30.1M
|
-$207K
|
-574
|
-0.7%
|
|
|
18
|
Spire Wealth Management
Mclean,
Virginia
|
$25.3M
|
+$767K
|
+2,124
|
+3%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24.8M
|
+$3.68M
|
+10,195
|
+18%
|
|
|
20
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$24.5M
|
-$241K
|
-669
|
-1%
|
|
|
21
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$24M
|
+$1.25M
|
+3,470
|
+6%
|
|
|
22
|
|
$21.6M
|
+$6.8M
|
+18,849
|
+49%
|
|
|
23
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$20.3M
|
-$599K
|
-1,660
|
-3%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$18.3M
|
-$119K
|
-330
|
-0.7%
|
|
|
25
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$16.7M
|
-$387K
|
-1,073
|
-2%
|
|
