|
1
|
|
$465M
|
+$39.2M
|
+140,350
|
+10%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$463M
|
-$7.4M
|
-26,474
|
-2%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$400M
|
+$23.4M
|
+83,768
|
+6%
|
|
|
4
|
PGIM Custom Harvest
Newark,
New Jersey
|
$356M
|
-$23.7M
|
-84,852
|
-6%
|
|
|
5
|
Clal Insurance
Tel-Aviv,
Israel
|
$251M
|
+$244M
|
+873,000
|
New
|
|
|
6
|
LPL Financial
San Diego,
California
|
$232M
|
+$14.4M
|
+51,515
|
+7%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$231M
|
-$3.72M
|
-13,321
|
-2%
|
|
|
8
|
Everett Harris & Co
Los Angeles,
California
|
$211M
|
+$393K
|
+1,405
|
+0.2%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$140M
|
+$19M
|
+67,942
|
+16%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$130M
|
+$18M
|
+64,301
|
+17%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$112M
|
+$8.52M
|
+30,492
|
+8%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$112M
|
-$5.53M
|
-19,807
|
-5%
|
|
|
13
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$109M
|
+$18.2M
|
+64,997
|
+21%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$95M
|
-$4.69M
|
-16,804
|
-5%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$84.6M
|
-$6.16M
|
-22,045
|
-7%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$75.1M
|
-$3.2M
|
-11,469
|
-4%
|
|
|
17
|
|
$62.9M
|
-$2.17M
|
-7,777
|
-3%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$60.1M
|
-$483K
|
-1,727
|
-0.8%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$59.3M
|
-$2.31M
|
-8,274
|
-4%
|
|
|
20
|
Steward Partners Investment Advisory
New York
|
$58.1M
|
+$4.14M
|
+14,802
|
+8%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$56M
|
+$4.8M
|
+17,167
|
+10%
|
|
|
22
|
MAI Capital Management
Independence,
Ohio
|
$51.5M
|
+$3.57M
|
+12,790
|
+8%
|
|
|
23
|
Invictus Private Wealth
Denver,
Colorado
|
$49.8M
|
+$1.84M
|
+6,573
|
+4%
|
|
|
24
|
Allied Investment Advisors
Billings,
Montana
|
$48.2M
|
+$1.05M
|
+3,755
|
+2%
|
|
|
25
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$45.1M
|
-$9.72M
|
-34,790
|
-18%
|
|
