|
1
|
Bank of America
Charlotte,
North Carolina
|
$739M
|
-$6.97M
|
-34,336
|
-0.9%
|
|
|
2
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$155M
|
-$6.26M
|
-30,828
|
-4%
|
|
|
3
|
|
$141M
|
+$1.34M
|
+6,619
|
+1%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$139M
|
+$5.78M
|
+28,459
|
+4%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$101M
|
-$3.29M
|
-16,176
|
-3%
|
|
|
6
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$90.9M
|
+$1.05M
|
+5,152
|
+1%
|
|
|
7
|
Morningstar Investment Management
Chicago,
Illinois
|
$81.7M
|
-$1.37M
|
-6,749
|
-2%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$74.7M
|
+$345K
|
+1,700
|
+0.5%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$69.5M
|
-$75K
|
-369
|
-0.1%
|
|
|
10
|
PGIM Custom Harvest
Newark,
New Jersey
|
$60.1M
|
+$16.8M
|
+82,615
|
+39%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$47.1M
|
-$523K
|
-2,573
|
-1%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$45M
|
-$574K
|
-2,828
|
-1%
|
|
|
13
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$40.3M
|
+$165K
|
+814
|
+0.4%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$37.2M
|
+$10.2M
|
+50,444
|
+38%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$34.5M
|
+$217K
|
+1,070
|
+0.6%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$31.5M
|
-$1.97M
|
-9,678
|
-6%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$28.3M
|
-$11.9M
|
-58,748
|
-30%
|
|
|
18
|
Iconiq Capital
San Francisco,
California
|
$28.1M
|
-$20.7K
|
-102
|
-0.1%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$22.9M
|
+$2.85M
|
+14,011
|
+14%
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$21.3M
|
-$760K
|
-3,743
|
-3%
|
|
|
21
|
|
$21M
|
+$597K
|
+2,940
|
+3%
|
|
|
22
|
Marotta Asset Management
Charlottesville,
Virginia
|
$20.2M
|
-$895K
|
-4,406
|
-4%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$19M
|
+$324K
|
+1,593
|
+2%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19M
|
-$5.65M
|
-27,829
|
-23%
|
|
|
25
|
Morningstar Investment Services
Chicago,
Illinois
|
$18.2M
|
-$613K
|
-3,020
|
-3%
|
|
