|
1
|
Fidelity International
Hamilton,
Bermuda
|
$212M
|
+$208M
|
+1,827,771
|
New
|
|
|
2
|
Destination Wealth Management
Walnut Creek,
California
|
$70.4M
|
-$260K
|
-2,289
|
-0.4%
|
|
|
3
|
|
$68.5M
|
-$7.75M
|
-68,174
|
-10%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$60.4M
|
-$45.1M
|
-396,704
|
-43%
|
|
|
5
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$55.4M
|
+$16.5M
|
+144,689
|
+39%
|
|
|
6
|
PGIM Custom Harvest
Newark,
New Jersey
|
$50.7M
|
-$2.1M
|
-18,475
|
-4%
|
|
|
7
|
Steward Partners Investment Advisory
New York
|
$49.3M
|
+$2.28M
|
+20,062
|
+5%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$42.9M
|
-$4.84M
|
-42,603
|
-10%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$22.3M
|
-$4.91M
|
-43,166
|
-18%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17.3M
|
-$3.33M
|
-29,290
|
-16%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$16.6M
|
-$9.13M
|
-80,287
|
-36%
|
|
|
12
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$12.4M
|
-$389K
|
-3,420
|
-3%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.6M
|
-$743K
|
-6,538
|
-6%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.5M
|
+$310K
|
+2,728
|
+3%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$11.2M
|
+$919K
|
+8,084
|
+9%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.47M
|
-$2.11M
|
-18,586
|
-20%
|
|
|
17
|
Forte Asset Management
Bedford,
New York
|
$8.03M
|
-$57.9K
|
-509
|
-0.7%
|
|
|
18
|
Arrien Investments
Boise,
Idaho
|
$8.02M
|
-$150K
|
-1,318
|
-2%
|
|
|
19
|
AE Wealth Management
Topeka,
Kansas
|
$7.98M
|
-$3.1M
|
-27,239
|
-28%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$7.92M
|
+$749K
|
+6,586
|
+11%
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$7.36M
|
-$507K
|
-4,455
|
-7%
|
|
|
22
|
|
$7.23M
|
-$7.42M
|
-65,241
|
-51%
|
|
|
23
|
Arete Wealth Advisors
Chicago,
Illinois
|
$6.98M
|
+$2.8M
|
+24,591
|
+69%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$6.11M
|
+$520K
|
+4,578
|
+10%
|
|
|
25
|
First National Bank of Omaha
Omaha,
Nebraska
|
$5.67M
|
+$60.9K
|
+536
|
+1%
|
|
