|
1
|
Arete Wealth Advisors
Chicago,
Illinois
|
$877M
|
+$195K
|
+804
|
+29%
|
|
|
2
|
|
$456M
|
+$48.9M
|
+201,763
|
+12%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$386M
|
+$5.04M
|
+20,771
|
+1%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$358M
|
+$10.8M
|
+44,688
|
+3%
|
|
|
5
|
PGIM Custom Harvest
Newark,
New Jersey
|
$231M
|
+$226M
|
+931,839
|
New
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$198M
|
+$12.6M
|
+52,169
|
+7%
|
|
|
7
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$191M
|
–
|
–
|
–
|
|
|
8
|
Everett Harris & Co
Los Angeles,
California
|
$187M
|
-$799K
|
-3,297
|
-0.4%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$162M
|
+$2.5M
|
+10,295
|
+2%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$150M
|
+$4.51M
|
+18,603
|
+3%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$137M
|
+$14.1M
|
+58,078
|
+12%
|
|
|
12
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$126M
|
-$3.13M
|
-12,905
|
-2%
|
|
|
13
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$97.3M
|
+$18.3M
|
+75,501
|
+24%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$82.1M
|
+$26.5M
|
+109,491
|
+49%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$77.9M
|
+$5.74M
|
+23,666
|
+8%
|
|
|
16
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$70.3M
|
+$3.43M
|
+14,139
|
+5%
|
|
|
17
|
|
$69M
|
+$16M
|
+65,827
|
+31%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$67.9M
|
+$3.15M
|
+13,007
|
+5%
|
|
|
19
|
Morningstar Investment Management
Chicago,
Illinois
|
$59.5M
|
-$6.36M
|
-26,222
|
-10%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$58.5M
|
+$2.33M
|
+9,610
|
+4%
|
|
|
21
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$56M
|
+$54.8M
|
+225,914
|
New
|
|
|
22
|
Pathstone Family Office
Englewood,
New Jersey
|
$53.5M
|
+$1.21M
|
+4,994
|
+263%
|
|
|
23
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$50.5M
|
-$1.57M
|
-6,465
|
-3%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$48.2M
|
+$815K
|
+3,363
|
+2%
|
|
|
25
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$46.7M
|
+$42M
|
+173,368
|
+1,179%
|
|
