|
1
|
Bank of America
Charlotte,
North Carolina
|
$558M
|
+$22.8M
|
+59,163
|
+4%
|
|
|
2
|
|
$151M
|
-$9.95M
|
-25,800
|
-6%
|
|
|
3
|
|
$150M
|
+$9.43M
|
+24,441
|
+6%
|
|
|
4
|
PGIM Custom Harvest
Newark,
New Jersey
|
$142M
|
+$17.8M
|
+46,247
|
+13%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$122M
|
+$2.78M
|
+7,204
|
+2%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$122M
|
-$3.56M
|
-9,222
|
-3%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$79M
|
-$11M
|
-28,608
|
-12%
|
|
|
8
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$66.8M
|
-$30.7M
|
-79,642
|
-30%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$65.9M
|
-$8.95M
|
-23,205
|
-11%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$47.8M
|
+$48.2K
|
+125
|
+0.1%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$43.9M
|
-$16.5M
|
-42,730
|
-26%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$40.6M
|
-$373K
|
-968
|
-0.8%
|
|
|
13
|
Auto-Owners Insurance
Lansing,
Michigan
|
$33.3M
|
–
|
–
|
–
|
|
|
14
|
Lido Advisors
Los Angeles,
California
|
$31.7M
|
+$2M
|
+5,174
|
+6%
|
|
|
15
|
Rockefeller Capital Management
New York
|
$31.6M
|
+$1.66M
|
+4,308
|
+5%
|
|
|
16
|
KCM Investment Advisors
Greenbrae,
California
|
$31.1M
|
+$78.3K
|
+203
|
+0.2%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$28M
|
-$4.82M
|
-12,503
|
-14%
|
|
|
18
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$27.9M
|
+$1.08M
|
+2,811
|
+4%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24.4M
|
-$3.59M
|
-9,317
|
-12%
|
|
|
20
|
Two Sigma Investments
New York
|
$20.2M
|
+$3.4M
|
+8,800
|
+19%
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$18.5M
|
-$2.85M
|
-7,375
|
-13%
|
|
|
22
|
M&T Bank
Buffalo,
New York
|
$18.4M
|
-$2.63M
|
-6,814
|
-12%
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$18.4M
|
-$2.84M
|
-7,363
|
-13%
|
|
|
24
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$17.4M
|
-$5.32M
|
-13,786
|
-22%
|
|
|
25
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$17M
|
+$10.4K
|
+27
|
+0.1%
|
|
