|
1
|
Bank of America
Charlotte,
North Carolina
|
$582M
|
-$7.12M
|
-18,690
|
-1%
|
|
|
2
|
|
$184M
|
-$6.13M
|
-16,103
|
-3%
|
|
|
3
|
|
$153M
|
-$8.01M
|
-21,029
|
-5%
|
|
|
4
|
PGIM Custom Harvest
Newark,
New Jersey
|
$145M
|
-$334K
|
-876
|
-0.2%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$142M
|
-$10M
|
-26,289
|
-7%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$134M
|
-$6M
|
-15,756
|
-4%
|
|
|
7
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$118M
|
-$16.7M
|
-43,732
|
-13%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$99.4M
|
+$11.8M
|
+30,885
|
+14%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$80.7M
|
+$509K
|
+1,337
|
+0.7%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$71M
|
-$5.12M
|
-13,433
|
-7%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$49.4M
|
+$2.37M
|
+6,235
|
+5%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$46M
|
-$2.38M
|
-6,247
|
-5%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$44.5M
|
-$27M
|
-70,864
|
-39%
|
|
|
14
|
KCM Investment Advisors
Greenbrae,
California
|
$34.2M
|
+$295K
|
+775
|
+0.9%
|
|
|
15
|
Rockefeller Capital Management
New York
|
$33.5M
|
+$1.68M
|
+4,414
|
+6%
|
|
|
16
|
Auto-Owners Insurance
Lansing,
Michigan
|
$31.9M
|
–
|
–
|
–
|
|
|
17
|
Lido Advisors
Los Angeles,
California
|
$30.4M
|
+$12.7M
|
+33,279
|
+77%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$29.2M
|
-$535K
|
-1,406
|
-2%
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$27.5M
|
+$483K
|
+1,267
|
+2%
|
|
|
20
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$24.3M
|
-$901K
|
-2,366
|
-4%
|
|
|
21
|
M&T Bank
Buffalo,
New York
|
$23.6M
|
-$2.92M
|
-7,666
|
-11%
|
|
|
22
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$23.3M
|
-$7.16M
|
-18,803
|
-24%
|
|
|
23
|
Mercer Global Advisors
Denver,
Colorado
|
$23.3M
|
+$21M
|
+55,131
|
+1,520%
|
|
|
24
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$22.6M
|
+$506K
|
+1,328
|
+2%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$19.3M
|
+$779K
|
+2,046
|
+4%
|
|
