|
1
|
Bank of America
Charlotte,
North Carolina
|
$879M
|
+$14.3M
|
+65,341
|
+2%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$168M
|
+$11M
|
+50,027
|
+7%
|
|
|
3
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$124M
|
+$82.3M
|
+375,243
|
+195%
|
|
|
4
|
|
$119M
|
-$1.15M
|
-5,264
|
-1%
|
|
|
5
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$100M
|
-$17.1K
|
-78
|
-0%
|
|
|
6
|
PGIM Custom Harvest
Newark,
New Jersey
|
$97.5M
|
+$19.2M
|
+87,452
|
+24%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$83M
|
-$6.22M
|
-28,397
|
-7%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$82.3M
|
-$443K
|
-2,021
|
-0.5%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$80.3M
|
-$21M
|
-95,753
|
-21%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$52.8M
|
-$5.11M
|
-23,308
|
-9%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$48.5M
|
-$2.64M
|
-12,035
|
-5%
|
|
|
12
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$48.1M
|
-$629K
|
-2,870
|
-1%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$46.1M
|
+$3.36M
|
+15,336
|
+8%
|
|
|
14
|
Morningstar Investment Management
Chicago,
Illinois
|
$43.8M
|
-$25.5M
|
-116,155
|
-37%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$37.3M
|
+$12.2M
|
+55,712
|
+49%
|
|
|
16
|
Raymond James Financial
St Petersburg,
Florida
|
$36.2M
|
+$755K
|
+3,444
|
+2%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$34M
|
+$4.9M
|
+22,367
|
+17%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$33.8M
|
+$2.33M
|
+10,609
|
+7%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$33.4M
|
+$4.99M
|
+22,747
|
+18%
|
|
|
20
|
|
$30.7M
|
-$2.82M
|
-12,866
|
-8%
|
|
|
21
|
Rockefeller Capital Management
New York
|
$24.3M
|
+$602K
|
+2,745
|
+3%
|
|
|
22
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$22.3M
|
+$1.12M
|
+5,128
|
+5%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19.8M
|
-$4.16M
|
-18,985
|
-17%
|
|
|
24
|
Blankinship & Foster
Solana Beach,
California
|
$17.6M
|
-$30.5K
|
-139
|
-0.2%
|
|
|
25
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$17.2M
|
-$351K
|
-1,601
|
-2%
|
|
