|
1
|
Bank of America
Charlotte,
North Carolina
|
$901M
|
-$49.7M
|
-277,593
|
-5%
|
|
|
2
|
PGIM Custom Harvest
Newark,
New Jersey
|
$135M
|
+$132M
|
+738,370
|
New
|
|
|
3
|
|
$89.9M
|
-$3.3M
|
-18,455
|
-4%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$77.9M
|
+$6.17M
|
+34,508
|
+9%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$72.2M
|
-$10.8M
|
-60,219
|
-13%
|
|
|
6
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$46.1M
|
+$41.7M
|
+233,151
|
+1,215%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$34.2M
|
+$21.5M
|
+120,042
|
+179%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$29.7M
|
+$1.93M
|
+10,813
|
+7%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$25.5M
|
+$318K
|
+1,778
|
+1%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$22.4M
|
+$386K
|
+2,159
|
+2%
|
|
|
11
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$22M
|
+$9.13M
|
+51,020
|
+74%
|
|
|
12
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$21.8M
|
+$21.4M
|
+119,392
|
New
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$21.2M
|
+$6.49M
|
+36,262
|
+46%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$21.1M
|
-$7.42M
|
-41,473
|
-26%
|
|
|
15
|
|
$17.5M
|
+$8.07M
|
+45,102
|
+89%
|
|
|
16
|
M&T Bank
Buffalo,
New York
|
$16.6M
|
-$1.95M
|
-10,895
|
-11%
|
|
|
17
|
KCM Investment Advisors
Greenbrae,
California
|
$15.3M
|
+$321K
|
+1,796
|
+2%
|
|
|
18
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$15M
|
+$14.7M
|
+81,899
|
New
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$14.8M
|
+$295K
|
+1,650
|
+2%
|
|
|
20
|
Personal Capital Advisors
Redwood City,
California
|
$13.6M
|
+$614K
|
+3,432
|
+5%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$13.6M
|
+$1.37M
|
+7,682
|
+12%
|
|
|
22
|
Cetera Advisor Networks
El Segundo,
California
|
$12M
|
+$2.22M
|
+12,426
|
+23%
|
|
|
23
|
J.W. Cole Advisors
Tampa,
Florida
|
$11.3M
|
+$6.42M
|
+35,871
|
+138%
|
|
|
24
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$10.7M
|
+$10.5M
|
+58,558
|
New
|
|
|
25
|
AGF Management
Toronto,
Ontario, Canada
|
$10.4M
|
+$10.1M
|
+56,725
|
New
|
|
