|
1
|
|
$130M
|
-$24.2M
|
-163,326
|
-16%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$104M
|
+$2.11M
|
+14,236
|
+2%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$90.1M
|
+$2.01M
|
+13,581
|
+2%
|
|
|
4
|
EP Wealth Advisors
Torrance,
California
|
$64.6M
|
+$48.2M
|
+325,631
|
+5,796%
|
|
|
5
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$54.8M
|
-$9.93M
|
-67,060
|
-15%
|
|
|
6
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$44.8M
|
+$45.3M
|
+306,316
|
New
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$40.5M
|
+$2.88M
|
+19,430
|
+8%
|
|
|
8
|
PGIM Custom Harvest
Newark,
New Jersey
|
$39.1M
|
+$671K
|
+4,534
|
+2%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$35M
|
-$3.38M
|
-22,806
|
-9%
|
|
|
10
|
Rockefeller Capital Management
New York
|
$31.7M
|
+$1.59M
|
+10,718
|
+5%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$30.5M
|
-$2.99M
|
-20,227
|
-9%
|
|
|
12
|
BCM Advisors
Lafayette,
Louisiana
|
$30.3M
|
+$343K
|
+2,315
|
+1%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$29.1M
|
-$968K
|
-6,538
|
-3%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$27M
|
+$1.34M
|
+9,052
|
+5%
|
|
|
15
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$26.3M
|
-$3.93M
|
-26,545
|
-13%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$21M
|
+$6.55M
|
+44,282
|
+45%
|
|
|
17
|
Corient Private Wealth
Miami,
Florida
|
$19.8M
|
-$21.9K
|
-148
|
-0.1%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$19.5M
|
-$3.27M
|
-22,081
|
-14%
|
|
|
19
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$18.5M
|
-$815K
|
-5,506
|
-4%
|
|
|
20
|
First National Corp
Rockland,
Massachusetts
|
$16.1M
|
-$2.83M
|
-19,090
|
-15%
|
|
|
21
|
Unconventional Investor
Portsmouth,
New Hampshire
|
$11.4M
|
-$74.8K
|
-505
|
-0.6%
|
|
|
22
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$11.3M
|
-$1.27M
|
-8,557
|
-10%
|
|
|
23
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$11.2M
|
–
|
–
|
–
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$10.7M
|
-$221K
|
-1,496
|
-2%
|
|
|
25
|
Freedom Investment Management
Hartford,
Connecticut
|
$10.6M
|
+$9.3M
|
+62,844
|
+678%
|
|
