|
1
|
Bank of America
Charlotte,
North Carolina
|
$589M
|
+$10.1M
|
+25,736
|
+2%
|
|
|
2
|
|
$181M
|
-$1.93M
|
-4,922
|
-1%
|
|
|
3
|
|
$154M
|
+$2.72M
|
+6,963
|
+2%
|
|
|
4
|
PGIM Custom Harvest
Newark,
New Jersey
|
$138M
|
-$6.32M
|
-16,157
|
-4%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$137M
|
-$4.6M
|
-11,766
|
-3%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$131M
|
-$1.87M
|
-4,784
|
-1%
|
|
|
7
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$105M
|
-$12.4M
|
-31,788
|
-11%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$97.9M
|
-$912K
|
-2,332
|
-0.9%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$81.4M
|
+$1.17M
|
+2,996
|
+1%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$65M
|
-$5.55M
|
-14,183
|
-8%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$52.4M
|
+$3.29M
|
+8,418
|
+7%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$44.9M
|
-$837K
|
-2,140
|
-2%
|
|
|
13
|
Auto-Owners Insurance
Lansing,
Michigan
|
$36.7M
|
+$4.7M
|
+12,000
|
+15%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$35.7M
|
-$8.51M
|
-21,742
|
-19%
|
|
|
15
|
KCM Investment Advisors
Greenbrae,
California
|
$34M
|
-$22.3K
|
-57
|
-0.1%
|
|
|
16
|
Rockefeller Capital Management
New York
|
$33M
|
-$337K
|
-861
|
-1%
|
|
|
17
|
Lido Advisors
Los Angeles,
California
|
$32.8M
|
+$2.44M
|
+6,230
|
+8%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$30.5M
|
+$1.48M
|
+3,790
|
+5%
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$29.5M
|
+$2.14M
|
+5,477
|
+8%
|
|
|
20
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$24.5M
|
+$23.6M
|
+60,240
|
+3,067%
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$23.2M
|
-$964K
|
-2,463
|
-4%
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$23.1M
|
+$687K
|
+1,755
|
+3%
|
|
|
23
|
M&T Bank
Buffalo,
New York
|
$22.9M
|
-$513K
|
-1,311
|
-2%
|
|
|
24
|
Mercer Global Advisors
Denver,
Colorado
|
$18.9M
|
-$4.26M
|
-10,880
|
-19%
|
|
|
25
|
Two Sigma Investments
New York
|
$18.7M
|
+$13.3M
|
+34,080
|
+256%
|
|
