|
1
|
Bank of America
Charlotte,
North Carolina
|
$530M
|
+$16.4M
|
+58,858
|
+3%
|
|
|
2
|
|
$464M
|
-$6.38M
|
-22,941
|
-1%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$406M
|
+$43M
|
+154,812
|
+13%
|
|
|
4
|
PGIM Custom Harvest
Newark,
New Jersey
|
$272M
|
+$7.2M
|
+25,893
|
+3%
|
|
|
5
|
Clal Insurance
Tel-Aviv,
Israel
|
$243M
|
-$17M
|
-61,000
|
-7%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$242M
|
+$4.88M
|
+17,557
|
+2%
|
|
|
7
|
Everett Harris & Co
Los Angeles,
California
|
$219M
|
+$2.06M
|
+7,395
|
+1%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$217M
|
-$11.1M
|
-39,789
|
-5%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$139M
|
+$14.7M
|
+52,723
|
+13%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$127M
|
-$9.27M
|
-33,356
|
-7%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$120M
|
+$5.1M
|
+18,333
|
+5%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$114M
|
+$525K
|
+1,890
|
+0.5%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$110M
|
+$5.74M
|
+20,655
|
+6%
|
|
|
14
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$92.8M
|
-$11.7M
|
-42,151
|
-12%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$76.8M
|
+$171K
|
+615
|
+0.2%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$70.9M
|
-$4.59M
|
-16,502
|
-7%
|
|
|
17
|
|
$67.2M
|
+$954K
|
+3,433
|
+2%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$64.9M
|
+$2.06M
|
+7,425
|
+4%
|
|
|
19
|
MAI Capital Management
Independence,
Ohio
|
$60.4M
|
+$4.43M
|
+15,940
|
+9%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$57.6M
|
-$1.79M
|
-6,429
|
-3%
|
|
|
21
|
Allied Investment Advisors
Billings,
Montana
|
$54.1M
|
+$2.57M
|
+9,234
|
+5%
|
|
|
22
|
Invictus Private Wealth
Denver,
Colorado
|
$53M
|
+$59.5K
|
+214
|
+0.1%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$41.4M
|
+$563K
|
+2,025
|
+1%
|
|
|
24
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$40.9M
|
-$1.17M
|
-4,196
|
-3%
|
|
|
25
|
Focus Partners Wealth
Boston,
Massachusetts
|
$40.3M
|
-$1.45M
|
-5,209
|
-4%
|
|
