|
1
|
Bank of America
Charlotte,
North Carolina
|
$299M
|
+$21.8M
|
+78,077
|
+9%
|
|
|
2
|
|
$225M
|
+$39.9M
|
+143,246
|
+24%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$132M
|
+$2.85M
|
+10,236
|
+2%
|
|
|
4
|
|
$117M
|
+$3.57M
|
+12,827
|
+3%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$95M
|
-$14.1M
|
-50,419
|
-14%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$53.7M
|
-$62.1M
|
-222,710
|
-56%
|
|
|
7
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$51.3M
|
+$17.8M
|
+63,751
|
+61%
|
|
|
8
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$46.9M
|
-$156M
|
-560,132
|
-78%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$44.7M
|
+$1.26M
|
+4,533
|
+3%
|
|
|
10
|
PGIM Custom Harvest
Newark,
New Jersey
|
$38.5M
|
+$16.4M
|
+58,918
|
+87%
|
|
|
11
|
M&T Bank
Buffalo,
New York
|
$29.3M
|
-$493K
|
-1,768
|
-2%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$29.2M
|
+$1.12M
|
+4,029
|
+4%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$25.7M
|
+$2.54M
|
+9,116
|
+12%
|
|
|
14
|
KCM Investment Advisors
Greenbrae,
California
|
$24.8M
|
+$385K
|
+1,380
|
+2%
|
|
|
15
|
Auto-Owners Insurance
Lansing,
Michigan
|
$24.6M
|
–
|
–
|
–
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$24.3M
|
-$39.8M
|
-142,759
|
-64%
|
|
|
17
|
Spire Wealth Management
Mclean,
Virginia
|
$23M
|
+$6.32M
|
+22,675
|
+42%
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$22.3M
|
-$967K
|
-3,468
|
-5%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$20.8M
|
+$866K
|
+3,106
|
+5%
|
|
|
20
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$20.4M
|
-$11.7M
|
-41,896
|
-38%
|
|
|
21
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$19.7M
|
-$559K
|
-2,005
|
-3%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$18.4M
|
+$184K
|
+662
|
+1%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$17.5M
|
+$322K
|
+1,156
|
+2%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$16.4M
|
+$18.7K
|
+67
|
+0.1%
|
|
|
25
|
Grimes & Company
Westborough,
Massachusetts
|
$15.6M
|
+$14.2M
|
+51,098
|
New
|
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