|
1
|
Bank of America
Charlotte,
North Carolina
|
$930M
|
-$120M
|
-595,402
|
-12%
|
|
|
2
|
PGIM Custom Harvest
Newark,
New Jersey
|
$172M
|
-$2.71M
|
-13,425
|
-2%
|
|
|
3
|
|
$116M
|
+$7.07M
|
+35,061
|
+7%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$92.8M
|
-$16.7M
|
-82,758
|
-16%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$87M
|
+$2.58M
|
+12,791
|
+3%
|
|
|
6
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$50.6M
|
-$156M
|
-771,957
|
-77%
|
|
|
7
|
|
$37.6M
|
+$15.7M
|
+78,058
|
+84%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$35M
|
+$899K
|
+4,462
|
+3%
|
|
|
9
|
Stifel Financial
St. Louis,
Missouri
|
$32.2M
|
+$443K
|
+2,200
|
+2%
|
|
|
10
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$27.7M
|
+$337K
|
+1,670
|
+1%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$26.8M
|
-$2.28M
|
-11,322
|
-9%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$26M
|
-$72.5M
|
-359,838
|
-75%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$25.8M
|
-$7.55M
|
-37,455
|
-24%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$22.3M
|
+$6.19M
|
+30,716
|
+44%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$21.3M
|
-$39.3M
|
-194,902
|
-67%
|
|
|
16
|
M&T Bank
Buffalo,
New York
|
$20.7M
|
-$285K
|
-1,415
|
-1%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$19.1M
|
+$683K
|
+3,388
|
+4%
|
|
|
18
|
KCM Investment Advisors
Greenbrae,
California
|
$18M
|
-$800K
|
-3,971
|
-5%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$17.8M
|
+$6.9M
|
+34,254
|
+74%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$17.5M
|
+$37.1K
|
+184
|
+0.2%
|
|
|
21
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$17.2M
|
+$11.7K
|
+58
|
+0.1%
|
|
|
22
|
Rockefeller Capital Management
New York
|
$15.9M
|
-$4.04M
|
-20,059
|
-22%
|
|
|
23
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$12.7M
|
+$10.8M
|
+53,418
|
+1,338%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$12.7M
|
-$309K
|
-1,531
|
-3%
|
|
|
25
|
Cetera Advisor Networks
El Segundo,
California
|
$12.5M
|
-$8.07M
|
-40,045
|
-41%
|
|
