|
1
|
|
$287M
|
-$5.6M
|
-55,827
|
-2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$214M
|
+$29.7M
|
+295,701
|
+17%
|
|
|
3
|
PGIM Custom Harvest
Newark,
New Jersey
|
$143M
|
+$312K
|
+3,114
|
+0.2%
|
|
|
4
|
|
$101M
|
+$1.9M
|
+18,926
|
+2%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$84.5M
|
-$4.17M
|
-41,581
|
-5%
|
|
|
6
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$59.1M
|
+$1.05M
|
+10,510
|
+2%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$57.7M
|
+$7.13M
|
+71,045
|
+15%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$57.1M
|
+$19.6M
|
+195,222
|
+57%
|
|
|
9
|
Morningstar Investment Services
Chicago,
Illinois
|
$40.8M
|
+$616K
|
+6,137
|
+2%
|
|
|
10
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$32M
|
+$657K
|
+6,547
|
+2%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$27.5M
|
+$661K
|
+6,590
|
+3%
|
|
|
12
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$27M
|
+$489K
|
+4,873
|
+2%
|
|
|
13
|
KCM Investment Advisors
Greenbrae,
California
|
$25.2M
|
+$459K
|
+4,578
|
+2%
|
|
|
14
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$22.9M
|
-$88.4K
|
-881
|
-0.4%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$21.6M
|
+$612K
|
+6,103
|
+3%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$20M
|
+$497K
|
+4,952
|
+3%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$19.2M
|
+$2.34M
|
+23,338
|
+15%
|
|
|
18
|
L.J. Altfest & Co
New York
|
$17.4M
|
-$130K
|
-1,293
|
-0.8%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$16.5M
|
+$9.47M
|
+94,423
|
+154%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$16.3M
|
-$227K
|
-2,265
|
-1%
|
|
|
21
|
M&T Bank
Buffalo,
New York
|
$15.9M
|
+$445K
|
+4,441
|
+3%
|
|
|
22
|
|
$15.6M
|
-$6.92K
|
-69
|
-0%
|
|
|
23
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$11.5M
|
+$195K
|
+1,948
|
+2%
|
|
|
24
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$11.1M
|
+$1.86M
|
+18,499
|
+22%
|
|
|
25
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$10.9M
|
–
|
–
|
–
|
|
