|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.57B
|
-$13.6M
|
-128,607
|
-0.5%
|
|
|
2
|
|
$303M
|
-$972K
|
-9,172
|
-0.3%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$207M
|
+$13.4M
|
+126,793
|
+7%
|
|
|
4
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$167M
|
-$8.43M
|
-79,556
|
-5%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$150M
|
-$3.91M
|
-36,923
|
-3%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$138M
|
+$23.2M
|
+219,122
|
+21%
|
|
|
7
|
PGIM Custom Harvest
Newark,
New Jersey
|
$123M
|
+$10.2M
|
+95,777
|
+9%
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
$118M
|
-$522K
|
-4,928
|
-0.5%
|
|
|
9
|
|
$102M
|
+$4.36M
|
+41,153
|
+5%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$72.4M
|
+$653K
|
+6,165
|
+0.9%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$66.6M
|
+$502K
|
+4,737
|
+0.8%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$65.3M
|
+$14.2M
|
+134,287
|
+29%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$60.7M
|
+$4.61M
|
+43,500
|
+9%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$51.4M
|
-$409K
|
-3,864
|
-0.8%
|
|
|
15
|
Synovus Financial
Columbus,
Georgia
|
$48.7M
|
+$23.2M
|
+219,120
|
+98%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$48.5M
|
+$8.44M
|
+79,684
|
+22%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$47.6M
|
+$897K
|
+8,462
|
+2%
|
|
|
18
|
M&T Bank
Buffalo,
New York
|
$39.9M
|
-$3.35M
|
-31,613
|
-8%
|
|
|
19
|
KCM Investment Advisors
Greenbrae,
California
|
$39.5M
|
+$181K
|
+1,706
|
+0.5%
|
|
|
20
|
Advisors Preferred
Rockville,
Maryland
|
$32.9M
|
+$32M
|
+301,595
|
New
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$30.4M
|
+$2.37M
|
+22,376
|
+9%
|
|
|
22
|
Morningstar Investment Services
Chicago,
Illinois
|
$26.7M
|
-$876K
|
-8,268
|
-3%
|
|
|
23
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$25.4M
|
-$550K
|
-5,190
|
-2%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$24.6M
|
-$617K
|
-5,824
|
-3%
|
|
|
25
|
TIFF Advisory Services
Radnor,
Pennsylvania
|
$23.5M
|
–
|
–
|
–
|
|
