|
1
|
Bank of America
Charlotte,
North Carolina
|
$939M
|
-$43.7M
|
-213,134
|
-4%
|
|
|
2
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$195M
|
+$147M
|
+717,795
|
+253%
|
|
|
3
|
PGIM Custom Harvest
Newark,
New Jersey
|
$155M
|
+$5.99M
|
+29,171
|
+4%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$98.3M
|
+$22.5M
|
+109,574
|
+28%
|
|
|
5
|
|
$95.6M
|
+$4.06M
|
+19,788
|
+4%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$93.2M
|
+$69.5M
|
+338,466
|
+243%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$74.4M
|
-$660K
|
-3,215
|
-0.8%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$56.8M
|
+$35.6M
|
+173,653
|
+147%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$30.1M
|
-$823K
|
-4,009
|
-3%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$30.1M
|
+$4.26M
|
+20,746
|
+16%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$28M
|
+$2.79M
|
+13,582
|
+10%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$25.4M
|
+$8.95M
|
+43,616
|
+50%
|
|
|
13
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$24.2M
|
+$306K
|
+1,490
|
+1%
|
|
|
14
|
Cetera Advisor Networks
El Segundo,
California
|
$18.8M
|
+$7.92M
|
+38,609
|
+67%
|
|
|
15
|
M&T Bank
Buffalo,
New York
|
$18.6M
|
-$215K
|
-1,050
|
-1%
|
|
|
16
|
|
$18M
|
-$640K
|
-3,120
|
-3%
|
|
|
17
|
Rockefeller Capital Management
New York
|
$17.9M
|
+$90.9K
|
+443
|
+0.5%
|
|
|
18
|
KCM Investment Advisors
Greenbrae,
California
|
$16.7M
|
+$24K
|
+117
|
+0.1%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$16.3M
|
+$728K
|
+3,548
|
+4%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.5M
|
+$1.43M
|
+6,951
|
+10%
|
|
|
21
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$15.2M
|
-$16.2K
|
-79
|
-0.1%
|
|
|
22
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$14.9M
|
-$313K
|
-1,523
|
-2%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$13.7M
|
+$546K
|
+2,660
|
+4%
|
|
|
24
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$12.4M
|
+$9.68M
|
+47,167
|
+287%
|
|
|
25
|
J.W. Cole Advisors
Tampa,
Florida
|
$12M
|
+$67.3K
|
+328
|
+0.5%
|
|
