|
1
|
Bank of America
Charlotte,
North Carolina
|
$364M
|
+$50.7M
|
+166,042
|
+17%
|
|
|
2
|
|
$199M
|
-$34.5M
|
-112,941
|
-15%
|
|
|
3
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$163M
|
+$111M
|
+363,303
|
+236%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$128M
|
-$9.11M
|
-29,855
|
-7%
|
|
|
5
|
|
$122M
|
-$266K
|
-873
|
-0.2%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$111M
|
+$52.7M
|
+172,583
|
+98%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$105M
|
+$5.55M
|
+18,190
|
+6%
|
|
|
8
|
Spire Wealth Management
Mclean,
Virginia
|
$60.6M
|
-$352K
|
-1,153
|
-1%
|
|
|
9
|
PGIM Custom Harvest
Newark,
New Jersey
|
$59.7M
|
+$18.7M
|
+61,220
|
+48%
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$55.4M
|
+$1.76M
|
+5,775
|
+3%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$46.2M
|
-$406K
|
-1,330
|
-0.9%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$33M
|
+$2.37M
|
+7,762
|
+8%
|
|
|
13
|
M&T Bank
Buffalo,
New York
|
$30M
|
-$524K
|
-1,717
|
-2%
|
|
|
14
|
KCM Investment Advisors
Greenbrae,
California
|
$26.6M
|
+$646K
|
+2,117
|
+3%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$26.3M
|
+$20M
|
+65,467
|
+377%
|
|
|
16
|
Auto-Owners Insurance
Lansing,
Michigan
|
$25.6M
|
–
|
–
|
–
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$23.5M
|
+$196K
|
+641
|
+0.9%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$22.5M
|
+$775K
|
+2,541
|
+4%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$20.6M
|
+$2.28M
|
+7,480
|
+13%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$20.6M
|
-$4.61M
|
-15,103
|
-19%
|
|
|
21
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$20.1M
|
-$1.12M
|
-3,673
|
-5%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19.7M
|
-$6.84M
|
-22,409
|
-27%
|
|
|
23
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$19.3M
|
-$1.19M
|
-3,888
|
-6%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$19.2M
|
-$82.1K
|
-269
|
-0.4%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$16.8M
|
+$2.31M
|
+7,555
|
+17%
|
|
