|
1
|
Bank of America
Charlotte,
North Carolina
|
$483M
|
+$35.9M
|
+99,042
|
+7%
|
|
|
2
|
|
$169M
|
+$12.1M
|
+33,356
|
+7%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$131M
|
+$8.8M
|
+24,305
|
+6%
|
|
|
4
|
|
$126M
|
+$3.51M
|
+9,689
|
+3%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$113M
|
+$4.59M
|
+12,684
|
+4%
|
|
|
6
|
PGIM Custom Harvest
Newark,
New Jersey
|
$97.8M
|
+$355K
|
+980
|
+0.3%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$74.7M
|
-$13M
|
-35,787
|
-13%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$65.5M
|
+$3.94M
|
+10,868
|
+6%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$58.6M
|
+$10.9M
|
+30,017
|
+20%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$55.9M
|
-$2.4M
|
-6,615
|
-4%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$42.8M
|
+$3.51M
|
+9,684
|
+8%
|
|
|
12
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$40.5M
|
-$123M
|
-339,951
|
-75%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$31.5M
|
+$284K
|
+785
|
+0.8%
|
|
|
14
|
Rockefeller Capital Management
New York
|
$27.4M
|
+$15.6M
|
+42,956
|
+104%
|
|
|
15
|
KCM Investment Advisors
Greenbrae,
California
|
$27.1M
|
+$1.08M
|
+2,980
|
+4%
|
|
|
16
|
M&T Bank
Buffalo,
New York
|
$26.8M
|
-$466K
|
-1,287
|
-2%
|
|
|
17
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$24.2M
|
+$26.9M
|
+74,322
|
New
|
|
|
18
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$22.6M
|
-$5.19M
|
-14,340
|
-17%
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$22.5M
|
+$1.87M
|
+5,155
|
+8%
|
|
|
20
|
Spire Wealth Management
Mclean,
Virginia
|
$21.7M
|
-$173K
|
-477
|
-0.7%
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$21M
|
-$221K
|
-610
|
-0.9%
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$18.8M
|
+$11.4M
|
+31,435
|
+119%
|
|
|
23
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$17.1M
|
-$634K
|
-1,749
|
-3%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.9M
|
-$5.1M
|
-14,082
|
-21%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$16.3M
|
+$486K
|
+1,343
|
+3%
|
|
