|
1
|
Bank of America
Charlotte,
North Carolina
|
$864M
|
+$110M
|
+508,299
|
+15%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$157M
|
+$3.04M
|
+14,085
|
+2%
|
|
|
3
|
|
$120M
|
-$14.9M
|
-68,748
|
-11%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$101M
|
+$2.42M
|
+11,202
|
+2%
|
|
|
5
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$100M
|
+$191K
|
+883
|
+0.2%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$89.1M
|
+$10.5M
|
+48,725
|
+14%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$82.7M
|
-$2.94M
|
-13,598
|
-3%
|
|
|
8
|
PGIM Custom Harvest
Newark,
New Jersey
|
$78.3M
|
-$4.08M
|
-18,867
|
-5%
|
|
|
9
|
Morningstar Investment Management
Chicago,
Illinois
|
$69.2M
|
-$12.3M
|
-57,029
|
-15%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$57.8M
|
+$3.62M
|
+16,768
|
+7%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$51.1M
|
+$3.76M
|
+17,411
|
+8%
|
|
|
12
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$48.7M
|
+$5.06M
|
+23,422
|
+12%
|
|
|
13
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$43.1M
|
-$113M
|
-521,696
|
-73%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$42.6M
|
+$3.43M
|
+15,888
|
+9%
|
|
|
15
|
Raymond James Financial
St Petersburg,
Florida
|
$35.5M
|
+$1.05M
|
+4,857
|
+3%
|
|
|
16
|
|
$33.5M
|
+$30.7M
|
+142,038
|
+1,277%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$31.5M
|
+$396K
|
+1,832
|
+1%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$29M
|
+$1.15M
|
+5,330
|
+4%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$28.4M
|
+$482K
|
+2,233
|
+2%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$25.1M
|
+$49.3K
|
+228
|
+0.2%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24M
|
+$4.84M
|
+22,381
|
+26%
|
|
|
22
|
Rockefeller Capital Management
New York
|
$23.7M
|
+$259K
|
+1,197
|
+1%
|
|
|
23
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$21.1M
|
+$20.4M
|
+94,502
|
+4,709%
|
|
|
24
|
Marotta Asset Management
Charlottesville,
Virginia
|
$20.9M
|
+$1.49M
|
+6,892
|
+8%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$18.8M
|
-$4.41M
|
-20,387
|
-19%
|
|
