|
1
|
|
$160M
|
+$7.18M
|
+48,444
|
+5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$106M
|
-$31M
|
-209,185
|
-23%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$91.5M
|
+$9.15M
|
+61,722
|
+12%
|
|
|
4
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$67.3M
|
+$12M
|
+80,830
|
+23%
|
|
|
5
|
Personal Capital Advisors
Redwood City,
California
|
$45M
|
+$1.84M
|
+12,410
|
+4%
|
|
|
6
|
PGIM Custom Harvest
Newark,
New Jersey
|
$39.9M
|
+$38.6M
|
+260,285
|
New
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$39.9M
|
+$1.32M
|
+8,892
|
+4%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$39.1M
|
-$7.35M
|
-49,616
|
-16%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$34.7M
|
-$8.75M
|
-59,055
|
-21%
|
|
|
10
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$31.4M
|
-$2.41M
|
-16,249
|
-7%
|
|
|
11
|
Rockefeller Capital Management
New York
|
$31.4M
|
+$216K
|
+1,456
|
+0.7%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$31.2M
|
-$1.22M
|
-8,265
|
-4%
|
|
|
13
|
BCM Advisors
Lafayette,
Louisiana
|
$30.2M
|
+$1.34M
|
+9,057
|
+5%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$26.7M
|
-$8.27M
|
-55,829
|
-24%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$23.8M
|
+$3.72M
|
+25,083
|
+19%
|
|
|
16
|
Corient Private Wealth
Miami,
Florida
|
$20.6M
|
+$19.9M
|
+134,293
|
New
|
|
|
17
|
First National Corp
Rockland,
Massachusetts
|
$19.7M
|
-$3.46M
|
-23,376
|
-15%
|
|
|
18
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$19.7M
|
+$14.1K
|
+95
|
+0.1%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$15M
|
-$1.53M
|
-10,300
|
-10%
|
|
|
20
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$13M
|
–
|
–
|
–
|
|
|
21
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$13M
|
+$820K
|
+5,533
|
+7%
|
|
|
22
|
Fifth Third Securities
Cincinnati,
Ohio
|
$12.7M
|
+$874K
|
+5,897
|
+8%
|
|
|
23
|
Unconventional Investor
Portsmouth,
New Hampshire
|
$12M
|
+$238K
|
+1,606
|
+2%
|
|
|
24
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$11.8M
|
–
|
–
|
–
|
|
|
25
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$11.7M
|
+$11.3M
|
+76,000
|
New
|
|
