|
1
|
Bank of America
Charlotte,
North Carolina
|
$955M
|
+$7.48M
|
+38,781
|
+0.7%
|
|
|
2
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$194M
|
+$151M
|
+781,940
|
+281%
|
|
|
3
|
|
$139M
|
-$451K
|
-2,339
|
-0.3%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$115M
|
+$68.2M
|
+353,453
|
+127%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$115M
|
+$21.3M
|
+110,317
|
+21%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$86M
|
+$38.3M
|
+198,290
|
+73%
|
|
|
7
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$79.3M
|
+$342K
|
+1,771
|
+0.4%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$76.9M
|
+$5.65M
|
+29,290
|
+7%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$70M
|
+$15.9M
|
+82,451
|
+27%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$48.6M
|
+$567K
|
+2,939
|
+1%
|
|
|
11
|
Morningstar Investment Management
Chicago,
Illinois
|
$43.7M
|
+$9.92M
|
+51,425
|
+27%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$43.3M
|
-$10M
|
-51,888
|
-18%
|
|
|
13
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$42.3M
|
-$4.47M
|
-23,144
|
-9%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$37.7M
|
-$218K
|
-1,132
|
-0.5%
|
|
|
15
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$35.9M
|
+$107K
|
+553
|
+0.3%
|
|
|
16
|
PGIM Custom Harvest
Newark,
New Jersey
|
$30.2M
|
+$2.97M
|
+15,397
|
+10%
|
|
|
17
|
Iconiq Capital
San Francisco,
California
|
$24.9M
|
-$286K
|
-1,482
|
-1%
|
|
|
18
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$21.5M
|
+$405K
|
+2,097
|
+2%
|
|
|
19
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$20.8M
|
-$438K
|
-2,269
|
-2%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20.5M
|
-$1.53M
|
-7,954
|
-7%
|
|
|
21
|
Cetera Advisor Networks
El Segundo,
California
|
$20.5M
|
+$14.2M
|
+73,575
|
+191%
|
|
|
22
|
Marotta Asset Management
Charlottesville,
Virginia
|
$19.4M
|
+$359K
|
+1,863
|
+2%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$19.3M
|
+$2.42M
|
+12,543
|
+13%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$17.6M
|
-$232K
|
-1,201
|
-1%
|
|
|
25
|
Morningstar Investment Services
Chicago,
Illinois
|
$17.3M
|
-$7.86M
|
-40,744
|
-30%
|
|
