|
1
|
Bank of America
Charlotte,
North Carolina
|
$449M
|
+$80.7M
|
+420,684
|
+21%
|
|
|
2
|
PGIM Custom Harvest
Newark,
New Jersey
|
$386M
|
+$17.5M
|
+91,329
|
+5%
|
|
|
3
|
|
$263M
|
+$57.3M
|
+298,643
|
+27%
|
|
|
4
|
|
$182M
|
-$12.6M
|
-65,634
|
-6%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$143M
|
-$121K
|
-632
|
-0.1%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$137M
|
+$1.41M
|
+7,352
|
+1%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$132M
|
+$30.4M
|
+158,627
|
+28%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$86.6M
|
+$12.3M
|
+63,964
|
+16%
|
|
|
9
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$85.4M
|
+$10.8M
|
+56,122
|
+14%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$75.6M
|
+$10.1M
|
+52,770
|
+15%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$67.2M
|
+$4.31M
|
+22,489
|
+7%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$63.7M
|
+$13M
|
+67,753
|
+24%
|
|
|
13
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$46.7M
|
+$2.82M
|
+14,712
|
+6%
|
|
|
14
|
KCM Investment Advisors
Greenbrae,
California
|
$46.4M
|
+$844K
|
+4,404
|
+2%
|
|
|
15
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$35.2M
|
+$938K
|
+4,890
|
+3%
|
|
|
16
|
Lido Advisors
Los Angeles,
California
|
$34.7M
|
+$164K
|
+853
|
+0.5%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$32.6M
|
-$2.09M
|
-10,914
|
-6%
|
|
|
18
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$31.5M
|
+$14.1M
|
+73,588
|
+75%
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$26.3M
|
+$1.13M
|
+5,906
|
+4%
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$24.1M
|
-$1.88M
|
-9,824
|
-7%
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$22.6M
|
+$3.21M
|
+16,760
|
+16%
|
|
|
22
|
|
$21.8M
|
-$128M
|
-666,972
|
-85%
|
|
|
23
|
Lighthouse Financial Services
Brea,
California
|
$21.5M
|
+$181K
|
+945
|
+0.8%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20.3M
|
-$3.61M
|
-18,808
|
-15%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$20M
|
+$544K
|
+2,837
|
+3%
|
|
