|
1
|
Bank of America
Charlotte,
North Carolina
|
$940M
|
+$524K
|
+2,758
|
+0.1%
|
|
|
2
|
PGIM Custom Harvest
Newark,
New Jersey
|
$144M
|
+$2.91M
|
+15,331
|
+2%
|
|
|
3
|
|
$89.6M
|
-$4.13M
|
-21,756
|
-4%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$80.2M
|
-$1.11M
|
-5,853
|
-1%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$72.5M
|
-$2.72M
|
-14,311
|
-4%
|
|
|
6
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$52.8M
|
+$4.74M
|
+24,959
|
+10%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$30.3M
|
-$5.34M
|
-28,125
|
-15%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$30.2M
|
-$764K
|
-4,025
|
-2%
|
|
|
9
|
Stifel Financial
St. Louis,
Missouri
|
$23.8M
|
+$419K
|
+2,206
|
+2%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$23.3M
|
-$3.3M
|
-17,385
|
-12%
|
|
|
11
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$23.1M
|
+$371K
|
+1,953
|
+2%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$22.7M
|
+$710K
|
+3,739
|
+3%
|
|
|
13
|
|
$18.1M
|
-$88.5K
|
-466
|
-0.5%
|
|
|
14
|
M&T Bank
Buffalo,
New York
|
$18.1M
|
+$749K
|
+3,946
|
+4%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$17.6M
|
-$4.66M
|
-24,524
|
-21%
|
|
|
16
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$16.7M
|
-$6.21M
|
-32,674
|
-27%
|
|
|
17
|
KCM Investment Advisors
Greenbrae,
California
|
$16.1M
|
+$148K
|
+779
|
+0.9%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$15.9M
|
+$1.75M
|
+9,237
|
+12%
|
|
|
19
|
Rockefeller Capital Management
New York
|
$15.7M
|
+$5.04M
|
+26,519
|
+47%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$14.6M
|
-$845K
|
-4,451
|
-5%
|
|
|
21
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$14.6M
|
+$14.5M
|
+76,286
|
New
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$13M
|
+$3.89M
|
+20,460
|
+43%
|
|
|
23
|
J.W. Cole Advisors
Tampa,
Florida
|
$11.7M
|
-$61.3K
|
-323
|
-0.5%
|
|
|
24
|
Cetera Advisor Networks
El Segundo,
California
|
$11.1M
|
-$1.42M
|
-7,486
|
-11%
|
|
|
25
|
AGF Management
Toronto,
Ontario, Canada
|
$10.6M
|
-$212K
|
-1,115
|
-2%
|
|
