|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.03B
|
-$4.15M
|
-16,056
|
-0.4%
|
|
|
2
|
|
$307M
|
+$96.2M
|
+372,400
|
+52%
|
|
|
3
|
PGIM Custom Harvest
Newark,
New Jersey
|
$255M
|
+$4.12M
|
+15,945
|
+2%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$147M
|
-$6.79M
|
-26,290
|
-5%
|
|
|
5
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$128M
|
+$78M
|
+301,959
|
+195%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$89.8M
|
-$15.4M
|
-59,469
|
-16%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$88.5M
|
+$353K
|
+1,366
|
+0.4%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$67.2M
|
+$8.66M
|
+33,512
|
+16%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$63.2M
|
-$8.04M
|
-31,133
|
-12%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$44.6M
|
+$1.64M
|
+6,343
|
+4%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$44.3M
|
-$3.01M
|
-11,668
|
-7%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$40M
|
-$205K
|
-792
|
-0.6%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$39.5M
|
+$5.69M
|
+22,049
|
+19%
|
|
|
14
|
|
$39.2M
|
-$928K
|
-3,593
|
-3%
|
|
|
15
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$38.1M
|
+$364K
|
+1,411
|
+1%
|
|
|
16
|
Rockefeller Capital Management
New York
|
$29.8M
|
+$402K
|
+1,556
|
+1%
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$27.8M
|
-$9.21M
|
-35,675
|
-26%
|
|
|
18
|
KCM Investment Advisors
Greenbrae,
California
|
$24.2M
|
+$632K
|
+2,447
|
+3%
|
|
|
19
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$23.4M
|
+$561K
|
+2,171
|
+3%
|
|
|
20
|
M&T Bank
Buffalo,
New York
|
$21.7M
|
-$1.37M
|
-5,306
|
-6%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$21.6M
|
+$690K
|
+2,671
|
+4%
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$19.1M
|
+$5.59M
|
+21,647
|
+47%
|
|
|
23
|
Harfst & Associates
Sheridan,
Wyoming
|
$18.7M
|
+$516K
|
+1,998
|
+3%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$17.9M
|
+$4.92M
|
+19,048
|
+42%
|
|
|
25
|
Cadent Capital Advisors
Tulsa,
Oklahoma
|
$17.5M
|
+$1.81M
|
+7,003
|
+13%
|
|
