|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.06B
|
-$1.01M
|
-4,231
|
-0.1%
|
|
|
2
|
PGIM Custom Harvest
Newark,
New Jersey
|
$199M
|
+$10.9M
|
+45,800
|
+6%
|
|
|
3
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$160M
|
-$7.71M
|
-32,354
|
-5%
|
|
|
4
|
|
$145M
|
+$16.6M
|
+69,524
|
+13%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$116M
|
+$3.29M
|
+13,813
|
+3%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$91.2M
|
+$92.3M
|
+387,648
|
New
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$86.1M
|
-$3.69M
|
-15,472
|
-4%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$41.6M
|
+$4.38M
|
+18,392
|
+12%
|
|
|
9
|
|
$35.5M
|
+$1.16M
|
+4,873
|
+3%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$34.6M
|
+$634K
|
+2,661
|
+2%
|
|
|
11
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$31.1M
|
+$342K
|
+1,436
|
+1%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$30.6M
|
-$3.3M
|
-13,869
|
-10%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$28.8M
|
+$2.78M
|
+11,654
|
+11%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$25.3M
|
+$2.15M
|
+9,039
|
+9%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$23.6M
|
+$1.82M
|
+7,624
|
+8%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$23M
|
-$4.45M
|
-18,691
|
-16%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$20.6M
|
+$276K
|
+1,157
|
+1%
|
|
|
18
|
M&T Bank
Buffalo,
New York
|
$20.2M
|
-$1.32M
|
-5,526
|
-6%
|
|
|
19
|
Rockefeller Capital Management
New York
|
$19.5M
|
+$1.97M
|
+8,283
|
+11%
|
|
|
20
|
KCM Investment Advisors
Greenbrae,
California
|
$19.3M
|
-$41.2K
|
-173
|
-0.2%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$18.4M
|
-$84.8K
|
-356
|
-0.5%
|
|
|
22
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$17.9M
|
-$51.5K
|
-216
|
-0.3%
|
|
|
23
|
Harfst & Associates
Sheridan,
Wyoming
|
$14.1M
|
+$12.5M
|
+52,598
|
+727%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$13.7M
|
-$3.79M
|
-15,923
|
-21%
|
|
|
25
|
Capital Advantage
Walnut Creek,
California
|
$12.6M
|
+$12.9M
|
+53,982
|
New
|
|
