|
1
|
Bank of America
Charlotte,
North Carolina
|
$750M
|
-$323M
|
-1,644,625
|
-31%
|
|
|
2
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$161M
|
+$150M
|
+764,187
|
+2,546%
|
|
|
3
|
|
$140M
|
-$14.2M
|
-72,383
|
-10%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$134M
|
-$1.28M
|
-6,493
|
-1%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$105M
|
+$69.8M
|
+355,412
|
+223%
|
|
|
6
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$90.4M
|
+$1.18M
|
+6,010
|
+1%
|
|
|
7
|
Morningstar Investment Management
Chicago,
Illinois
|
$83.6M
|
+$38.9M
|
+197,921
|
+94%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$74.7M
|
+$5.11K
|
+26
|
+0%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$69.9M
|
+$4.78M
|
+24,338
|
+8%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$47.9M
|
-$4.99M
|
-25,425
|
-10%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$45.8M
|
+$39.4M
|
+200,830
|
+855%
|
|
|
12
|
PGIM Custom Harvest
Newark,
New Jersey
|
$43.5M
|
+$3.8M
|
+19,359
|
+10%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$40.4M
|
+$846K
|
+4,309
|
+2%
|
|
|
14
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$40.4M
|
-$280K
|
-1,425
|
-0.7%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$34.5M
|
-$2.29M
|
-11,634
|
-6%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$33.6M
|
-$13.5M
|
-68,592
|
-29%
|
|
|
17
|
Iconiq Capital
San Francisco,
California
|
$28.3M
|
+$92.5K
|
+471
|
+0.3%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$27.2M
|
+$874K
|
+4,448
|
+3%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24.7M
|
-$11.2M
|
-57,132
|
-32%
|
|
|
20
|
Cetera Advisor Networks
El Segundo,
California
|
$24.7M
|
+$9.83M
|
+50,059
|
+71%
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$22.2M
|
+$1.16M
|
+5,922
|
+6%
|
|
|
22
|
Marotta Asset Management
Charlottesville,
Virginia
|
$21.3M
|
-$229K
|
-1,167
|
-1%
|
|
|
23
|
|
$20.5M
|
-$3.02M
|
-15,386
|
-13%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$20.1M
|
+$342K
|
+1,742
|
+2%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$18.7M
|
+$1.03M
|
+5,247
|
+6%
|
|
