|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.46B
|
+$45.5M
|
+134,306
|
+3%
|
|
|
2
|
PGIM Custom Harvest
Newark,
New Jersey
|
$377M
|
+$13.3M
|
+39,360
|
+4%
|
|
|
3
|
|
$323M
|
+$13.8M
|
+40,822
|
+5%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$222M
|
-$9.46M
|
-27,906
|
-4%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$133M
|
-$1.57M
|
-4,619
|
-1%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$109M
|
+$3.66M
|
+10,794
|
+4%
|
|
|
7
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$101M
|
-$15M
|
-44,371
|
-14%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$98.2M
|
+$456K
|
+1,346
|
+0.5%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$94.1M
|
+$2.8M
|
+8,263
|
+3%
|
|
|
10
|
Main Management
San Francisco,
California
|
$66.3M
|
+$5.9M
|
+17,411
|
+10%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$59.1M
|
+$5.06M
|
+14,923
|
+10%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$58.6M
|
+$1.35M
|
+3,988
|
+3%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$56.1M
|
+$2.64M
|
+7,776
|
+5%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$53.9M
|
+$1.36M
|
+4,016
|
+3%
|
|
|
15
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$53.6M
|
+$2.12M
|
+6,255
|
+4%
|
|
|
16
|
|
$50.3M
|
+$2.01M
|
+5,919
|
+4%
|
|
|
17
|
Lido Advisors
Los Angeles,
California
|
$40.6M
|
+$931K
|
+2,746
|
+2%
|
|
|
18
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$37.4M
|
+$10.3M
|
+30,472
|
+42%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$35.6M
|
-$382K
|
-1,127
|
-1%
|
|
|
20
|
Rockefeller Capital Management
New York
|
$32.8M
|
-$817K
|
-2,410
|
-3%
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$32.7M
|
-$9.24M
|
-27,261
|
-23%
|
|
|
22
|
KCM Investment Advisors
Greenbrae,
California
|
$31.2M
|
-$72.2K
|
-213
|
-0.2%
|
|
|
23
|
Marks Wealth
Annapolis,
Maryland
|
$29.8M
|
+$28M
|
+82,704
|
New
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$28.5M
|
+$367K
|
+1,082
|
+1%
|
|
|
25
|
Harfst & Associates
Sheridan,
Wyoming
|
$26.4M
|
+$269K
|
+795
|
+1%
|
|
