|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.1B
|
+$68.6M
|
+301,873
|
+7%
|
|
|
2
|
PGIM Custom Harvest
Newark,
New Jersey
|
$195M
|
+$4M
|
+17,614
|
+2%
|
|
|
3
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$173M
|
+$110M
|
+484,087
|
+211%
|
|
|
4
|
|
$133M
|
+$4.58M
|
+20,164
|
+4%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$117M
|
+$13M
|
+57,155
|
+14%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$93.2M
|
+$59.9M
|
+263,660
|
+224%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$38.7M
|
-$87.5K
|
-385
|
-0.2%
|
|
|
8
|
|
$35.6M
|
-$5.57M
|
-24,529
|
-14%
|
|
|
9
|
Stifel Financial
St. Louis,
Missouri
|
$35.2M
|
-$395K
|
-1,739
|
-1%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$35.2M
|
+$29.1M
|
+128,117
|
+801%
|
|
|
11
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$31.9M
|
+$1.14M
|
+5,009
|
+4%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$28.5M
|
-$587K
|
-2,582
|
-2%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$27M
|
-$1.42M
|
-6,251
|
-5%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$24M
|
-$612K
|
-2,695
|
-3%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$22.6M
|
+$1.34M
|
+5,881
|
+7%
|
|
|
16
|
M&T Bank
Buffalo,
New York
|
$22.4M
|
-$539K
|
-2,374
|
-3%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$21M
|
+$1.27M
|
+5,595
|
+7%
|
|
|
18
|
Cetera Advisor Networks
El Segundo,
California
|
$20.9M
|
+$6.61M
|
+29,120
|
+52%
|
|
|
19
|
KCM Investment Advisors
Greenbrae,
California
|
$20.1M
|
+$85K
|
+374
|
+0.5%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$19.2M
|
-$220K
|
-969
|
-1%
|
|
|
21
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$18.6M
|
-$381K
|
-1,677
|
-2%
|
|
|
22
|
Rockefeller Capital Management
New York
|
$18.2M
|
+$626K
|
+2,754
|
+4%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$18.1M
|
-$5.08M
|
-22,369
|
-23%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$13M
|
-$899K
|
-3,956
|
-7%
|
|
|
25
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$12.9M
|
+$424K
|
+1,866
|
+4%
|
|
