|
1
|
Bank of America
Charlotte,
North Carolina
|
$539M
|
+$1.15M
|
+3,389
|
+0.2%
|
|
|
2
|
|
$174M
|
-$13M
|
-38,228
|
-7%
|
|
|
3
|
|
$147M
|
+$6.97M
|
+20,528
|
+5%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$140M
|
+$12.9M
|
+38,045
|
+11%
|
|
|
5
|
PGIM Custom Harvest
Newark,
New Jersey
|
$133M
|
+$22.6M
|
+66,554
|
+22%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$128M
|
-$16.1M
|
-47,454
|
-12%
|
|
|
7
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$124M
|
+$77.5M
|
+228,426
|
+203%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$79.7M
|
+$16.3M
|
+48,162
|
+28%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$73.3M
|
+$334K
|
+985
|
+0.5%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$69.8M
|
-$12.5M
|
-36,942
|
-16%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$66.3M
|
+$1.09M
|
+3,198
|
+2%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$44.3M
|
-$3.1M
|
-9,136
|
-7%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$42.9M
|
+$7.31M
|
+21,549
|
+22%
|
|
|
14
|
KCM Investment Advisors
Greenbrae,
California
|
$31M
|
+$771K
|
+2,272
|
+3%
|
|
|
15
|
Rockefeller Capital Management
New York
|
$30.7M
|
-$1.4M
|
-4,124
|
-5%
|
|
|
16
|
Auto-Owners Insurance
Lansing,
Michigan
|
$29.2M
|
+$9.83M
|
+28,967
|
+56%
|
|
|
17
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$28.2M
|
+$1.16M
|
+3,421
|
+5%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$27.2M
|
+$7.84M
|
+23,106
|
+45%
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$24.7M
|
-$332K
|
-979
|
-1%
|
|
|
20
|
M&T Bank
Buffalo,
New York
|
$24.3M
|
-$5.16M
|
-15,201
|
-18%
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$23.1M
|
-$274K
|
-808
|
-1%
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$20.1M
|
-$4.68M
|
-13,790
|
-20%
|
|
|
23
|
Spire Wealth Management
Mclean,
Virginia
|
$19.1M
|
-$4.76M
|
-14,027
|
-21%
|
|
|
24
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$18.6M
|
-$337K
|
-994
|
-2%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$17.1M
|
+$2M
|
+5,900
|
+14%
|
|
