|
1
|
|
$326M
|
-$15.6M
|
-124,539
|
-5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$234M
|
-$14.9M
|
-118,625
|
-6%
|
|
|
3
|
PGIM Custom Harvest
Newark,
New Jersey
|
$205M
|
+$677K
|
+5,396
|
+0.3%
|
|
|
4
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$171M
|
+$107M
|
+851,313
|
+190%
|
|
|
5
|
|
$135M
|
-$2.74M
|
-21,804
|
-2%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$105M
|
+$45.8M
|
+365,326
|
+83%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$102M
|
-$1.94M
|
-15,495
|
-2%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$98.1M
|
+$18.4M
|
+146,416
|
+24%
|
|
|
9
|
Morningstar Investment Services
Chicago,
Illinois
|
$48M
|
-$35M
|
-279,169
|
-43%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$43.7M
|
+$622K
|
+4,959
|
+2%
|
|
|
11
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$39.4M
|
-$932K
|
-7,431
|
-2%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$37M
|
+$11.2M
|
+88,931
|
+46%
|
|
|
13
|
KCM Investment Advisors
Greenbrae,
California
|
$33.1M
|
+$492K
|
+3,920
|
+2%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$29.8M
|
-$9.43M
|
-75,122
|
-25%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$29.2M
|
+$26.3M
|
+209,706
|
+1,646%
|
|
|
16
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$28.9M
|
–
|
–
|
–
|
|
|
17
|
LPL Financial
San Diego,
California
|
$27.9M
|
+$3.38M
|
+26,957
|
+15%
|
|
|
18
|
L.J. Altfest & Co
New York
|
$19.9M
|
-$575K
|
-4,579
|
-3%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19M
|
-$714K
|
-5,687
|
-4%
|
|
|
20
|
Cetera Advisor Networks
El Segundo,
California
|
$18.4M
|
+$7.11M
|
+56,693
|
+68%
|
|
|
21
|
M&T Bank
Buffalo,
New York
|
$18.2M
|
-$519K
|
-4,133
|
-3%
|
|
|
22
|
Park National Corp
Newark,
Ohio
|
$18.1M
|
+$5.57M
|
+44,399
|
+47%
|
|
|
23
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$17.9M
|
-$180K
|
-1,438
|
-1%
|
|
|
24
|
Two Sigma Investments
New York
|
$17.3M
|
+$6.79M
|
+54,100
|
+70%
|
|
|
25
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$13.5M
|
–
|
–
|
–
|
|
