|
1
|
Bank of America
Charlotte,
North Carolina
|
$728M
|
+$9.63M
|
+44,421
|
+1%
|
|
|
2
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$151M
|
-$3.7M
|
-17,063
|
-2%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$149M
|
+$3.27M
|
+15,084
|
+2%
|
|
|
4
|
|
$131M
|
-$8.52M
|
-39,306
|
-6%
|
|
|
5
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$96.8M
|
+$1.16M
|
+5,338
|
+1%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$95.4M
|
-$4.4M
|
-20,329
|
-4%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$82.8M
|
+$5.8M
|
+26,769
|
+7%
|
|
|
8
|
PGIM Custom Harvest
Newark,
New Jersey
|
$79.6M
|
+$16.9M
|
+78,193
|
+26%
|
|
|
9
|
Morningstar Investment Management
Chicago,
Illinois
|
$78.9M
|
-$3.03M
|
-13,972
|
-4%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$75.8M
|
+$4.61M
|
+21,255
|
+6%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$52.3M
|
+$3.33M
|
+15,389
|
+7%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$45.7M
|
+$161K
|
+745
|
+0.3%
|
|
|
13
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$42.1M
|
+$463K
|
+2,139
|
+1%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$37.9M
|
-$439K
|
-2,025
|
-1%
|
|
|
15
|
Raymond James Financial
St Petersburg,
Florida
|
$33.2M
|
+$34.1M
|
+157,210
|
New
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$30M
|
-$632K
|
-2,916
|
-2%
|
|
|
17
|
Iconiq Capital
San Francisco,
California
|
$29.8M
|
+$327K
|
+1,510
|
+1%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$27M
|
-$678K
|
-3,127
|
-2%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$26.9M
|
+$609K
|
+2,810
|
+2%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$24.2M
|
-$23.8M
|
-109,627
|
-49%
|
|
|
21
|
Rockefeller Capital Management
New York
|
$22.6M
|
+$2.26M
|
+10,431
|
+11%
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$22.5M
|
-$152K
|
-702
|
-0.7%
|
|
|
23
|
|
$20.8M
|
-$609K
|
-2,812
|
-3%
|
|
|
24
|
Marotta Asset Management
Charlottesville,
Virginia
|
$18.7M
|
-$1.49M
|
-6,892
|
-7%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$18.4M
|
-$953K
|
-4,399
|
-5%
|
|
