|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.44B
|
-$43.8M
|
-456,977
|
-2%
|
|
|
2
|
|
$279M
|
+$270K
|
+2,812
|
+0.1%
|
|
|
3
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$170M
|
+$108M
|
+1,125,795
|
+206%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$146M
|
-$883K
|
-9,204
|
-0.6%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$122M
|
+$72M
|
+750,785
|
+171%
|
|
|
6
|
Fidelity Investments
Boston,
Massachusetts
|
$112M
|
-$1.93M
|
-20,095
|
-2%
|
|
|
7
|
PGIM Custom Harvest
Newark,
New Jersey
|
$67.4M
|
+$11.5M
|
+120,228
|
+22%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$61.3M
|
+$28.8K
|
+300
|
+0.1%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$58.9M
|
-$63.2K
|
-659
|
-0.1%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$54.2M
|
+$10.4M
|
+108,339
|
+26%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$53.3M
|
-$611K
|
-6,367
|
-1%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$49.5M
|
-$2.33M
|
-24,313
|
-5%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$44.2M
|
-$1.7M
|
-17,769
|
-4%
|
|
|
14
|
M&T Bank
Buffalo,
New York
|
$41.4M
|
-$1.06M
|
-11,074
|
-3%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$40M
|
+$32.8M
|
+342,131
|
+703%
|
|
|
16
|
KCM Investment Advisors
Greenbrae,
California
|
$36.5M
|
+$1.28M
|
+13,357
|
+4%
|
|
|
17
|
Executive Wealth Group
Kirkland,
Washington
|
$31.6M
|
+$20.6M
|
+214,905
|
+200%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$31.6M
|
-$5.65M
|
-58,887
|
-16%
|
|
|
19
|
|
$28.3M
|
-$6.61M
|
-68,855
|
-20%
|
|
|
20
|
Morningstar Investment Services
Chicago,
Illinois
|
$28M
|
-$52.2M
|
-543,943
|
-66%
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$24.6M
|
-$35.9K
|
-374
|
-0.2%
|
|
|
22
|
Cetera Advisor Networks
El Segundo,
California
|
$24.3M
|
+$9.21M
|
+95,980
|
+68%
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$24.3M
|
-$1.12M
|
-11,701
|
-5%
|
|
|
24
|
Synovus Financial
Columbus,
Georgia
|
$23.3M
|
-$83.9K
|
-874
|
-0.4%
|
|
|
25
|
TIFF Advisory Services
Radnor,
Pennsylvania
|
$21.9M
|
–
|
–
|
–
|
|
