|
1
|
|
$207M
|
-$3.12M
|
-18,069
|
-2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$172M
|
+$9.12M
|
+52,880
|
+6%
|
|
|
3
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$130M
|
+$81.4M
|
+472,113
|
+178%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$130M
|
+$20.3M
|
+117,437
|
+19%
|
|
|
5
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$114M
|
+$5.98M
|
+34,674
|
+6%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$90.3M
|
-$22.7M
|
-131,520
|
-20%
|
|
|
7
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$66.4M
|
-$850K
|
-4,927
|
-1%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$55.4M
|
+$6.57M
|
+38,073
|
+14%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$50.3M
|
+$3.75M
|
+21,735
|
+8%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$49.3M
|
+$779K
|
+4,515
|
+2%
|
|
|
11
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$40.4M
|
+$792K
|
+4,591
|
+2%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$38.9M
|
+$5.21M
|
+30,203
|
+16%
|
|
|
13
|
Rockefeller Capital Management
New York
|
$35.7M
|
-$191K
|
-1,107
|
-0.5%
|
|
|
14
|
PGIM Custom Harvest
Newark,
New Jersey
|
$33.6M
|
+$2.04M
|
+11,850
|
+7%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$33.2M
|
+$5.49M
|
+31,815
|
+20%
|
|
|
16
|
Raymond James Financial
St Petersburg,
Florida
|
$32.7M
|
+$3.38M
|
+19,574
|
+12%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$31.3M
|
+$1.37M
|
+7,943
|
+5%
|
|
|
18
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$29.3M
|
-$9M
|
-52,172
|
-24%
|
|
|
19
|
Allied Investment Advisors
Billings,
Montana
|
$24.5M
|
+$288K
|
+1,671
|
+1%
|
|
|
20
|
L.J. Altfest & Co
New York
|
$21.8M
|
+$455K
|
+2,640
|
+2%
|
|
|
21
|
Corient Private Wealth
Miami,
Florida
|
$20.1M
|
-$1.01M
|
-5,868
|
-5%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$18.5M
|
-$158K
|
-917
|
-0.9%
|
|
|
23
|
Nan Shan Life Insurance
Taipei City,
Taiwan
|
$18.3M
|
–
|
–
|
–
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$17.5M
|
+$2.02M
|
+11,724
|
+13%
|
|
|
25
|
Creative Financial Designs
Kokomo,
Indiana
|
$16.7M
|
+$965K
|
+5,595
|
+6%
|
|
