|
1
|
|
$210M
|
-$11.6M
|
-63,591
|
-5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$191M
|
+$5.86M
|
+32,001
|
+3%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$158M
|
+$17.9M
|
+97,802
|
+13%
|
|
|
4
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$125M
|
+$2.34M
|
+12,760
|
+2%
|
|
|
5
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$121M
|
-$17.9M
|
-97,919
|
-13%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$98.2M
|
+$1.26M
|
+6,888
|
+1%
|
|
|
7
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$70.6M
|
-$591K
|
-3,225
|
-0.9%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$65.1M
|
+$11.8M
|
+64,426
|
+23%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$56.4M
|
+$2.3M
|
+12,566
|
+4%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$53.6M
|
-$5.69M
|
-31,048
|
-10%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$43.3M
|
+$8.27M
|
+45,168
|
+24%
|
|
|
12
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$43.3M
|
-$68.1K
|
-372
|
-0.2%
|
|
|
13
|
Rockefeller Capital Management
New York
|
$37.9M
|
-$392K
|
-2,138
|
-1%
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$37.3M
|
+$2.15M
|
+11,742
|
+6%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$37.1M
|
-$4.49M
|
-24,490
|
-11%
|
|
|
16
|
PGIM Custom Harvest
Newark,
New Jersey
|
$37.1M
|
+$1.01M
|
+5,530
|
+3%
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$35.1M
|
+$3.5M
|
+19,095
|
+11%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$34.2M
|
+$577K
|
+3,148
|
+2%
|
|
|
19
|
Nan Shan Life Insurance
Taipei City,
Taiwan
|
$28.9M
|
+$8.91M
|
+48,661
|
+47%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$22.3M
|
+$2.33M
|
+12,724
|
+12%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$19.9M
|
+$1.11M
|
+6,046
|
+6%
|
|
|
22
|
Creative Financial Designs
Kokomo,
Indiana
|
$18.9M
|
+$950K
|
+5,185
|
+5%
|
|
|
23
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$17.5M
|
-$255K
|
-1,394
|
-1%
|
|
|
24
|
Allied Investment Advisors
Billings,
Montana
|
$16.8M
|
-$9.18M
|
-50,116
|
-36%
|
|
|
25
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$16.4M
|
+$336K
|
+1,833
|
+2%
|
|
