|
1
|
Wells Fargo
San Francisco,
California
|
$15.5M
|
-$960K
|
-15,635
|
-6%
|
|
|
2
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$12.6M
|
-$228K
|
-3,721
|
-2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$12.4M
|
+$1.34M
|
+21,791
|
+13%
|
|
|
4
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$12.3M
|
+$131K
|
+2,130
|
+1%
|
|
|
5
|
|
$11.4M
|
-$3.59M
|
-58,572
|
-25%
|
|
|
6
|
Morningstar Investment Services
Chicago,
Illinois
|
$10.3M
|
+$6.56M
|
+106,806
|
+198%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.99M
|
+$632K
|
+10,291
|
+12%
|
|
|
8
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$1.55M
|
+$463K
|
+7,541
|
+45%
|
|
|
9
|
Private Advisory Group
Redmond,
Washington
|
$1.14M
|
-$127K
|
-2,069
|
-10%
|
|
|
10
|
SignalPoint Asset Management
Springfield,
Missouri
|
$1.07M
|
-$48.5K
|
-790
|
-4%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$992K
|
+$952K
|
+15,509
|
New
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$977K
|
+$121K
|
+1,970
|
+15%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$910K
|
+$39.8K
|
+649
|
+5%
|
|
|
14
|
Private Advisor Group
Morristown,
New Jersey
|
$906K
|
+$128K
|
+2,083
|
+17%
|
|
|
15
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$869K
|
+$42.5K
|
+692
|
+5%
|
|
|
16
|
|
$776K
|
-$36K
|
-586
|
-5%
|
|
|
17
|
Alpine Woods Capital Investors
Purchase,
New York
|
$716K
|
–
|
–
|
–
|
|
|
18
|
Advisor Group
Phoenix,
Arizona
|
$663K
|
+$63.2K
|
+1,030
|
+11%
|
|
|
19
|
NTV Asset Management
Charleston,
West Virginia
|
$594K
|
–
|
–
|
–
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$577K
|
-$19.6K
|
-320
|
-3%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$523K
|
-$492K
|
-8,018
|
-49%
|
|
|
22
|
Centaurus Financial
Anaheim,
California
|
$505K
|
-$7.24K
|
-118
|
-1%
|
|
|
23
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$497K
|
+$132K
|
+2,150
|
+38%
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$495K
|
-$562K
|
-9,160
|
-54%
|
|
|
25
|
|
$406K
|
-$368
|
-6
|
-0.1%
|
|
