|
1
|
Bank of America
Charlotte,
North Carolina
|
$477M
|
+$111M
|
+448,964
|
+31%
|
|
|
2
|
|
$363M
|
-$5.12M
|
-20,725
|
-1%
|
|
|
3
|
PGIM Custom Harvest
Newark,
New Jersey
|
$334M
|
+$78.5M
|
+317,681
|
+31%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$298M
|
-$17.4M
|
-70,405
|
-6%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$227M
|
-$7.29M
|
-29,488
|
-3%
|
|
|
6
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$189M
|
–
|
–
|
–
|
|
|
7
|
LPL Financial
San Diego,
California
|
$187M
|
-$1.78M
|
-7,204
|
-0.9%
|
|
|
8
|
Everett Harris & Co
Los Angeles,
California
|
$183M
|
-$1.48M
|
-5,998
|
-0.8%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$123M
|
-$30.4M
|
-123,130
|
-20%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$104M
|
-$6.99M
|
-28,286
|
-6%
|
|
|
11
|
Morningstar Investment Management
Chicago,
Illinois
|
$101M
|
+$28.5M
|
+115,252
|
+40%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$97.4M
|
-$1.93M
|
-7,806
|
-2%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$94.7M
|
-$18.7M
|
-75,542
|
-17%
|
|
|
14
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$89.5M
|
+$84M
|
+339,847
|
+1,661%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$88.1M
|
-$3.27M
|
-13,246
|
-4%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$74.9M
|
-$1.57M
|
-6,356
|
-2%
|
|
|
17
|
|
$62.3M
|
+$1.41M
|
+5,707
|
+2%
|
|
|
18
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$61.8M
|
-$3.4M
|
-13,773
|
-5%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$57.5M
|
-$9.17M
|
-37,093
|
-14%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$53.4M
|
+$1.11M
|
+4,497
|
+2%
|
|
|
21
|
Invictus Private Wealth
Denver,
Colorado
|
$43.1M
|
+$2.29M
|
+9,270
|
+6%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$43M
|
+$10.7M
|
+43,488
|
+33%
|
|
|
23
|
MAI Capital Management
Independence,
Ohio
|
$40.8M
|
-$891K
|
-3,606
|
-2%
|
|
|
24
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$40.5M
|
-$1.77M
|
-7,156
|
-4%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$40M
|
+$2.1M
|
+8,494
|
+6%
|
|
