|
1
|
|
$377M
|
+$22.8M
|
+224,183
|
+6%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$168M
|
-$12.6M
|
-123,634
|
-7%
|
|
|
3
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$154M
|
-$705K
|
-6,945
|
-0.5%
|
|
|
4
|
|
$116M
|
+$872K
|
+8,585
|
+0.8%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$111M
|
+$3.28M
|
+32,319
|
+3%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$76.2M
|
+$6.89M
|
+67,853
|
+10%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$48M
|
+$3.92M
|
+38,569
|
+9%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$45.3M
|
-$17.5M
|
-172,569
|
-28%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$43.9M
|
+$2.2M
|
+21,648
|
+5%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$41.4M
|
+$617K
|
+6,072
|
+2%
|
|
|
11
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$25.6M
|
+$2.42M
|
+23,794
|
+10%
|
|
|
12
|
Evensky & Katz
Coral Gables,
Florida
|
$25.3M
|
+$887K
|
+8,735
|
+4%
|
|
|
13
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$22.4M
|
+$1.34M
|
+13,236
|
+7%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$18.5M
|
+$1.04M
|
+10,229
|
+6%
|
|
|
15
|
RiverFront Investment Group
Richmond,
Virginia
|
$18.4M
|
+$299K
|
+2,942
|
+2%
|
|
|
16
|
KCM Investment Advisors
Greenbrae,
California
|
$16.5M
|
-$11.7M
|
-114,798
|
-41%
|
|
|
17
|
M&T Bank
Buffalo,
New York
|
$15.4M
|
-$639K
|
-6,298
|
-4%
|
|
|
18
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$15.1M
|
-$1.32M
|
-13,014
|
-8%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.8M
|
+$549K
|
+5,407
|
+4%
|
|
|
20
|
Personal Capital Advisors
Redwood City,
California
|
$14.4M
|
+$355K
|
+3,496
|
+3%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$13.8M
|
-$283K
|
-2,785
|
-2%
|
|
|
22
|
Zurich Insurance Group
Zurich,
Switzerland
|
$13.3M
|
+$2.73M
|
+26,905
|
+26%
|
|
|
23
|
Estate Counselors
Thiensville,
Wisconsin
|
$10M
|
+$450K
|
+4,430
|
+5%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$9.64M
|
+$859K
|
+8,460
|
+10%
|
|
|
25
|
Astor Investment Management
Chicago,
Illinois
|
$9.56M
|
+$6.69M
|
+65,916
|
+236%
|
|
