|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.16B
|
+$71.7M
|
+247,479
|
+7%
|
|
|
2
|
|
$277M
|
-$46.6M
|
-160,917
|
-15%
|
|
|
3
|
PGIM Custom Harvest
Newark,
New Jersey
|
$274M
|
+$3.95M
|
+13,620
|
+1%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$158M
|
+$2.35M
|
+8,095
|
+2%
|
|
|
5
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$118M
|
-$17.1M
|
-59,118
|
-13%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$92.8M
|
-$845K
|
-2,916
|
-0.9%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$84.1M
|
+$12.7M
|
+43,979
|
+18%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$81.4M
|
-$13.3M
|
-45,979
|
-14%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$62.3M
|
-$4.46M
|
-15,407
|
-7%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$50.8M
|
+$3.52M
|
+12,165
|
+8%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$46.2M
|
-$679K
|
-2,343
|
-1%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$42.7M
|
+$107K
|
+368
|
+0.3%
|
|
|
13
|
|
$42.2M
|
+$726K
|
+2,506
|
+2%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$41.6M
|
-$257K
|
-888
|
-0.6%
|
|
|
15
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$41.1M
|
+$825K
|
+2,846
|
+2%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$31.3M
|
+$1.85M
|
+6,382
|
+6%
|
|
|
17
|
Rockefeller Capital Management
New York
|
$29.2M
|
-$2.33M
|
-8,048
|
-8%
|
|
|
18
|
Lido Advisors
Los Angeles,
California
|
$28.7M
|
+$11.3M
|
+38,997
|
+67%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$28.2M
|
+$9.01M
|
+31,087
|
+49%
|
|
|
20
|
KCM Investment Advisors
Greenbrae,
California
|
$25.7M
|
+$123K
|
+424
|
+0.5%
|
|
|
21
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$24.4M
|
-$307K
|
-1,058
|
-1%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$22.7M
|
-$140K
|
-483
|
-0.6%
|
|
|
23
|
Harfst & Associates
Sheridan,
Wyoming
|
$20.5M
|
+$667K
|
+2,301
|
+3%
|
|
|
24
|
M&T Bank
Buffalo,
New York
|
$20M
|
-$2.9M
|
-10,016
|
-13%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$19.6M
|
+$2.68M
|
+9,258
|
+16%
|
|
