|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.02B
|
+$16.9M
|
+92,336
|
+2%
|
|
|
2
|
|
$145M
|
-$164K
|
-894
|
-0.1%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$126M
|
+$6.26M
|
+34,122
|
+5%
|
|
|
4
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$83.4M
|
+$493K
|
+2,689
|
+0.6%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$69.9M
|
-$10.1M
|
-55,049
|
-13%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$60.8M
|
-$11.9M
|
-64,882
|
-17%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$49.6M
|
-$1.08M
|
-5,867
|
-2%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$44.6M
|
+$380K
|
+2,070
|
+0.9%
|
|
|
9
|
Morningstar Investment Management
Chicago,
Illinois
|
$40.4M
|
-$5.06M
|
-27,581
|
-12%
|
|
|
10
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$38M
|
+$492K
|
+2,679
|
+1%
|
|
|
11
|
PGIM Custom Harvest
Newark,
New Jersey
|
$37M
|
+$5.19M
|
+28,285
|
+17%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$37M
|
-$50.9M
|
-277,338
|
-59%
|
|
|
13
|
Morningstar Investment Services
Chicago,
Illinois
|
$35.7M
|
+$17M
|
+92,687
|
+98%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$34.5M
|
-$10.4M
|
-56,538
|
-24%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$34.1M
|
+$12.1M
|
+66,087
|
+59%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$30.5M
|
-$86.6M
|
-472,148
|
-75%
|
|
|
17
|
Iconiq Capital
San Francisco,
California
|
$26.4M
|
+$358K
|
+1,952
|
+1%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$24.6M
|
-$14.2M
|
-77,600
|
-38%
|
|
|
19
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$22.8M
|
+$1.09M
|
+5,955
|
+5%
|
|
|
20
|
|
$22.1M
|
+$7.48M
|
+40,759
|
+54%
|
|
|
21
|
Marotta Asset Management
Charlottesville,
Virginia
|
$20.2M
|
-$100K
|
-545
|
-0.5%
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$19.6M
|
-$534K
|
-2,913
|
-3%
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$18.5M
|
+$98.3K
|
+536
|
+0.6%
|
|
|
24
|
Blankinship & Foster
Solana Beach,
California
|
$17.1M
|
+$30.8K
|
+168
|
+0.2%
|
|
|
25
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$16.9M
|
+$446K
|
+2,432
|
+3%
|
|
