|
1
|
UBS Group
Zurich,
Switzerland
|
$318M
|
+$11.7M
|
+62,576
|
+4%
|
|
|
2
|
|
$289M
|
-$10.8M
|
-57,423
|
-4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$218M
|
+$9.16M
|
+48,839
|
+5%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$152M
|
+$16.4M
|
+87,165
|
+12%
|
|
|
5
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$138M
|
+$39M
|
+208,031
|
+41%
|
|
|
6
|
Everett Harris & Co
Los Angeles,
California
|
$135M
|
+$1.52M
|
+8,110
|
+1%
|
|
|
7
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$124M
|
-$22.9M
|
-122,082
|
-16%
|
|
|
8
|
Cabana LLC
Fayetteville,
Arkansas
|
$102M
|
+$99.2M
|
+528,624
|
New
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$94.3M
|
+$28.2M
|
+150,136
|
+45%
|
|
|
10
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$87.9M
|
+$84.3M
|
+449,483
|
New
|
|
|
11
|
LPL Financial
San Diego,
California
|
$82.5M
|
+$7.08M
|
+37,717
|
+10%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$80.8M
|
+$11.2M
|
+59,680
|
+17%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$76.8M
|
-$223M
|
-1,190,212
|
-75%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$75.5M
|
+$7.08M
|
+37,728
|
+11%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$62.3M
|
-$5.11M
|
-27,211
|
-8%
|
|
|
16
|
Wellington Management Group
Boston,
Massachusetts
|
$51M
|
+$22M
|
+117,084
|
+79%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$44.2M
|
-$2.1M
|
-11,181
|
-5%
|
|
|
18
|
M&T Bank
Buffalo,
New York
|
$42.9M
|
-$2.49M
|
-13,266
|
-6%
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$42.3M
|
+$210K
|
+1,118
|
+0.5%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$40.4M
|
+$1.78M
|
+9,476
|
+5%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$39M
|
+$5.36M
|
+28,579
|
+16%
|
|
|
22
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$38.7M
|
+$10.4M
|
+55,179
|
+38%
|
|
|
23
|
Morningstar Investment Management
Chicago,
Illinois
|
$37M
|
-$4.9M
|
-26,129
|
-12%
|
|
|
24
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$36.8M
|
+$20.8M
|
+110,950
|
+138%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$33.8M
|
-$383K
|
-2,043
|
-1%
|
|
