|
1
|
Bank of America
Charlotte,
North Carolina
|
$466M
|
+$29.5M
|
+103,206
|
+6%
|
|
|
2
|
|
$428M
|
-$11.9M
|
-41,772
|
-3%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$328M
|
-$53.2M
|
-186,124
|
-13%
|
|
|
4
|
PGIM Custom Harvest
Newark,
New Jersey
|
$241M
|
-$101M
|
-354,989
|
-29%
|
|
|
5
|
Clal Insurance
Tel-Aviv,
Israel
|
$238M
|
–
|
–
|
–
|
|
|
6
|
LPL Financial
San Diego,
California
|
$216M
|
-$3.77M
|
-13,177
|
-2%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$208M
|
-$10.8M
|
-37,629
|
-5%
|
|
|
8
|
Everett Harris & Co
Los Angeles,
California
|
$198M
|
-$1.74M
|
-6,073
|
-0.8%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$125M
|
+$2.35M
|
+8,237
|
+2%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$112M
|
-$21.7M
|
-75,766
|
-16%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$105M
|
-$1.14M
|
-3,999
|
-1%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$103M
|
-$3.09M
|
-10,797
|
-3%
|
|
|
13
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$96M
|
-$7.72M
|
-26,998
|
-7%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$94.5M
|
+$4.98M
|
+17,427
|
+5%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$69.7M
|
-$1.39M
|
-4,877
|
-2%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$69.1M
|
-$11.5M
|
-40,393
|
-14%
|
|
|
17
|
|
$58.2M
|
+$76.9K
|
+269
|
+0.1%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$57.1M
|
+$312K
|
+1,092
|
+0.5%
|
|
|
19
|
Steward Partners Investment Advisory
New York
|
$56.5M
|
+$1.61M
|
+5,623
|
+3%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$54.2M
|
-$2.02M
|
-7,063
|
-3%
|
|
|
21
|
MAI Capital Management
Independence,
Ohio
|
$50.6M
|
+$2.02M
|
+7,051
|
+4%
|
|
|
22
|
Invictus Private Wealth
Denver,
Colorado
|
$48.2M
|
+$1.24M
|
+4,333
|
+3%
|
|
|
23
|
Allied Investment Advisors
Billings,
Montana
|
$46.8M
|
+$1.27M
|
+4,426
|
+3%
|
|
|
24
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$38.4M
|
-$55.2K
|
-193
|
-0.1%
|
|
|
25
|
Focus Partners Wealth
Boston,
Massachusetts
|
$38.1M
|
+$953K
|
+3,333
|
+2%
|
|
