|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.03B
|
+$17.5M
|
+91,798
|
+2%
|
|
|
2
|
PGIM Custom Harvest
Newark,
New Jersey
|
$157M
|
+$2.38M
|
+12,458
|
+2%
|
|
|
3
|
|
$96.7M
|
+$54.7K
|
+286
|
+0.1%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$81M
|
-$5.08M
|
-26,577
|
-6%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$79.1M
|
+$794K
|
+4,156
|
+1%
|
|
|
6
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$58.3M
|
+$1.25M
|
+6,561
|
+2%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$32.5M
|
-$82.8K
|
-433
|
-0.3%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$28.6M
|
-$3.77M
|
-19,718
|
-12%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$27.4M
|
+$2.18M
|
+11,421
|
+9%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$26.8M
|
+$1.02M
|
+5,315
|
+4%
|
|
|
11
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$25.2M
|
+$232K
|
+1,215
|
+1%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$24.2M
|
-$331K
|
-1,732
|
-1%
|
|
|
13
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$21M
|
+$19.5M
|
+101,985
|
New
|
|
|
14
|
M&T Bank
Buffalo,
New York
|
$19.8M
|
+$251K
|
+1,313
|
+1%
|
|
|
15
|
|
$19.6M
|
+$79.3K
|
+415
|
+0.4%
|
|
|
16
|
Rockefeller Capital Management
New York
|
$18.8M
|
+$1.73M
|
+9,029
|
+11%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$17.9M
|
-$715K
|
-3,739
|
-4%
|
|
|
18
|
KCM Investment Advisors
Greenbrae,
California
|
$17.6M
|
+$173K
|
+905
|
+1%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$16.4M
|
-$699K
|
-3,659
|
-4%
|
|
|
20
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$16M
|
-$1.83M
|
-9,564
|
-11%
|
|
|
21
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$16M
|
+$311K
|
+1,626
|
+2%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14.9M
|
+$4.3M
|
+22,478
|
+45%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$13.9M
|
-$1.68M
|
-8,813
|
-12%
|
|
|
24
|
J.W. Cole Advisors
Tampa,
Florida
|
$12.6M
|
-$77K
|
-403
|
-0.7%
|
|
|
25
|
Cetera Advisor Networks
El Segundo,
California
|
$11.9M
|
-$29.4K
|
-154
|
-0.3%
|
|
