|
1
|
|
$203M
|
+$12.4M
|
+73,136
|
+7%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$157M
|
-$10.4M
|
-61,505
|
-6%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$110M
|
+$6.76M
|
+40,025
|
+7%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$105M
|
-$8.4M
|
-49,754
|
-7%
|
|
|
5
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$104M
|
+$7.84M
|
+46,436
|
+8%
|
|
|
6
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$65.1M
|
+$2.84M
|
+16,842
|
+5%
|
|
|
7
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$47.4M
|
-$123M
|
-729,465
|
-73%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$47.1M
|
-$4.74M
|
-28,082
|
-9%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$46.9M
|
+$192K
|
+1,139
|
+0.4%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$44.9M
|
+$6.76M
|
+40,035
|
+18%
|
|
|
11
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$38.3M
|
+$4.71M
|
+27,885
|
+14%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$37.3M
|
+$2.39M
|
+14,147
|
+7%
|
|
|
13
|
Rockefeller Capital Management
New York
|
$34.8M
|
-$457K
|
-2,705
|
-1%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$32.5M
|
-$2.6M
|
-15,416
|
-7%
|
|
|
15
|
PGIM Custom Harvest
Newark,
New Jersey
|
$30.5M
|
+$3.56M
|
+21,102
|
+13%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$28.9M
|
+$1.76M
|
+10,412
|
+7%
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$28.3M
|
+$2.49M
|
+14,718
|
+10%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$26.7M
|
+$3.03M
|
+17,937
|
+13%
|
|
|
19
|
Allied Investment Advisors
Billings,
Montana
|
$23.4M
|
+$982K
|
+5,811
|
+4%
|
|
|
20
|
L.J. Altfest & Co
New York
|
$20.6M
|
+$684K
|
+4,050
|
+3%
|
|
|
21
|
Corient Private Wealth
Miami,
Florida
|
$20.4M
|
+$784K
|
+4,641
|
+4%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$18.1M
|
-$1.69M
|
-9,994
|
-9%
|
|
|
23
|
Nan Shan Life Insurance
Taipei City,
Taiwan
|
$17.7M
|
+$11M
|
+64,880
|
+166%
|
|
|
24
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$16.5M
|
+$15.5M
|
+91,900
|
+2,024%
|
|
|
25
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$16.2M
|
-$363K
|
-2,149
|
-2%
|
|
