|
1
|
Bank of America
Charlotte,
North Carolina
|
$742M
|
-$51.6M
|
-243,138
|
-7%
|
|
|
2
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$160M
|
-$6.77M
|
-31,894
|
-4%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$150M
|
+$1.03M
|
+4,863
|
+0.7%
|
|
|
4
|
|
$144M
|
-$7.9M
|
-37,219
|
-5%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$103M
|
-$5.78M
|
-27,248
|
-5%
|
|
|
6
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$98.9M
|
+$982K
|
+4,629
|
+1%
|
|
|
7
|
Morningstar Investment Management
Chicago,
Illinois
|
$83.8M
|
-$3.24M
|
-15,292
|
-4%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$79.7M
|
-$612K
|
-2,884
|
-0.8%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$73.7M
|
-$1.06M
|
-5,006
|
-1%
|
|
|
10
|
PGIM Custom Harvest
Newark,
New Jersey
|
$65.2M
|
+$551K
|
+2,599
|
+0.9%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$50.7M
|
+$2.24M
|
+10,579
|
+5%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$49M
|
+$8.65M
|
+40,754
|
+22%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$47.1M
|
-$3.51M
|
-16,566
|
-7%
|
|
|
14
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$43M
|
-$365K
|
-1,718
|
-0.9%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$39.6M
|
+$2.37M
|
+11,161
|
+7%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$31.7M
|
-$2.17M
|
-10,237
|
-7%
|
|
|
17
|
Iconiq Capital
San Francisco,
California
|
$30.5M
|
+$198K
|
+934
|
+0.7%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$28.6M
|
-$1.78M
|
-8,408
|
-6%
|
|
|
19
|
Morningstar Investment Services
Chicago,
Illinois
|
$27.8M
|
+$8.24M
|
+38,840
|
+44%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$27.2M
|
+$2.51M
|
+11,827
|
+10%
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$23.4M
|
+$464K
|
+2,186
|
+2%
|
|
|
22
|
|
$22.1M
|
-$478K
|
-2,253
|
-2%
|
|
|
23
|
Rockefeller Capital Management
New York
|
$21.1M
|
+$1.75M
|
+8,245
|
+9%
|
|
|
24
|
Marotta Asset Management
Charlottesville,
Virginia
|
$20.9M
|
-$922K
|
-4,346
|
-4%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$20.3M
|
-$83K
|
-391
|
-0.4%
|
|
