|
1
|
Bank of America
Charlotte,
North Carolina
|
$425M
|
-$71M
|
-283,122
|
-15%
|
|
|
2
|
|
$383M
|
+$2.81M
|
+11,200
|
+0.8%
|
|
|
3
|
PGIM Custom Harvest
Newark,
New Jersey
|
$343M
|
-$5.78M
|
-23,050
|
-2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$339M
|
+$26.4M
|
+105,050
|
+9%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$212M
|
-$24.6M
|
-98,231
|
-11%
|
|
|
6
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$197M
|
–
|
–
|
–
|
|
|
7
|
LPL Financial
San Diego,
California
|
$196M
|
+$770K
|
+3,070
|
+0.4%
|
|
|
8
|
Everett Harris & Co
Los Angeles,
California
|
$190M
|
-$1.79M
|
-7,128
|
-1%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$109M
|
-$18.9M
|
-75,274
|
-15%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$106M
|
-$2.78M
|
-11,072
|
-3%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$101M
|
-$1.3M
|
-5,198
|
-1%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$93.4M
|
+$14.6M
|
+58,089
|
+19%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$90.7M
|
-$8.84M
|
-35,233
|
-9%
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$82.1M
|
-$9.71M
|
-38,698
|
-11%
|
|
|
15
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$81.6M
|
-$11.5M
|
-45,902
|
-13%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$70.1M
|
+$27.9M
|
+111,283
|
+69%
|
|
|
17
|
|
$58.7M
|
-$6.21M
|
-24,735
|
-10%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$55.7M
|
-$4.32M
|
-17,238
|
-7%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$54.6M
|
-$1.17M
|
-4,682
|
-2%
|
|
|
20
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$49.7M
|
-$14.4M
|
-57,227
|
-23%
|
|
|
21
|
Steward Partners Investment Advisory
New York
|
$48.6M
|
+$41.3M
|
+164,469
|
+727%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$46M
|
+$1.02M
|
+4,050
|
+2%
|
|
|
23
|
Invictus Private Wealth
Denver,
Colorado
|
$43.2M
|
-$1.82M
|
-7,263
|
-4%
|
|
|
24
|
MAI Capital Management
Independence,
Ohio
|
$43.1M
|
+$423K
|
+1,687
|
+1%
|
|
|
25
|
Allied Investment Advisors
Billings,
Montana
|
$42.5M
|
+$2.16M
|
+8,610
|
+6%
|
|
