|
1
|
Bank of America
Charlotte,
North Carolina
|
$243M
|
+$1.38M
|
+4,870
|
+0.5%
|
|
|
2
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$192M
|
+$143M
|
+504,865
|
+241%
|
|
|
3
|
|
$161M
|
+$77.8K
|
+274
|
+0%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$114M
|
-$382K
|
-1,345
|
-0.3%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$108M
|
+$68M
|
+239,479
|
+150%
|
|
|
6
|
|
$100M
|
+$4.73M
|
+16,673
|
+5%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$97.6M
|
+$13.9M
|
+48,912
|
+16%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$60M
|
+$34.7M
|
+122,245
|
+122%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$38.3M
|
-$388K
|
-1,368
|
-1%
|
|
|
10
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$36.2M
|
-$7.06M
|
-24,872
|
-16%
|
|
|
11
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$29.3M
|
-$529K
|
-1,865
|
-2%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$28.2M
|
+$24.2M
|
+85,371
|
+438%
|
|
|
13
|
M&T Bank
Buffalo,
New York
|
$26.4M
|
-$487K
|
-1,716
|
-2%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$24.8M
|
+$1.87M
|
+6,580
|
+8%
|
|
|
15
|
Auto-Owners Insurance
Lansing,
Michigan
|
$21.7M
|
–
|
–
|
–
|
|
|
16
|
KCM Investment Advisors
Greenbrae,
California
|
$21.6M
|
-$2.36M
|
-8,320
|
-9%
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$20.7M
|
-$1.84M
|
-6,483
|
-8%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20.3M
|
-$2.13M
|
-7,488
|
-9%
|
|
|
19
|
PGIM Custom Harvest
Newark,
New Jersey
|
$18.2M
|
+$1.05M
|
+3,696
|
+6%
|
|
|
20
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$17.9M
|
-$40.9K
|
-144
|
-0.2%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$17.6M
|
+$2.55M
|
+8,983
|
+16%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$16.1M
|
-$426K
|
-1,502
|
-2%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$15.2M
|
+$8.99M
|
+31,688
|
+129%
|
|
|
24
|
Spire Wealth Management
Mclean,
Virginia
|
$14.7M
|
+$1.84M
|
+6,498
|
+14%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$14.5M
|
+$168K
|
+591
|
+1%
|
|
