|
1
|
|
$334M
|
-$9.48M
|
-68,648
|
-3%
|
|
|
2
|
PGIM Custom Harvest
Newark,
New Jersey
|
$255M
|
+$10.7M
|
+77,555
|
+5%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$241M
|
-$17.7M
|
-128,069
|
-7%
|
|
|
4
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$170M
|
-$8.5M
|
-61,567
|
-5%
|
|
|
5
|
|
$145M
|
-$4.85M
|
-35,112
|
-3%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$115M
|
-$25.9M
|
-187,796
|
-19%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$113M
|
+$3.8M
|
+27,517
|
+4%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$95M
|
-$14.9M
|
-107,823
|
-14%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$52.1M
|
+$1.73M
|
+12,521
|
+4%
|
|
|
10
|
Morningstar Investment Services
Chicago,
Illinois
|
$49.8M
|
-$1.34M
|
-9,699
|
-3%
|
|
|
11
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$42.9M
|
-$427K
|
-3,090
|
-1%
|
|
|
12
|
KCM Investment Advisors
Greenbrae,
California
|
$39.1M
|
+$1.32M
|
+9,557
|
+4%
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$32.1M
|
-$2.35M
|
-16,997
|
-7%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$30.5M
|
-$1.59M
|
-11,481
|
-5%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$27.4M
|
+$91.5K
|
+663
|
+0.4%
|
|
|
16
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$26.9M
|
-$5.03M
|
-36,416
|
-16%
|
|
|
17
|
Park National Corp
Newark,
Ohio
|
$25.4M
|
+$1.04M
|
+7,503
|
+4%
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$23.3M
|
-$6.42M
|
-46,491
|
-23%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$22.5M
|
+$5.83M
|
+42,195
|
+37%
|
|
|
20
|
L.J. Altfest & Co
New York
|
$21M
|
-$500K
|
-3,621
|
-2%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$20.7M
|
-$7.73M
|
-56,001
|
-28%
|
|
|
22
|
|
$19.8M
|
-$535K
|
-3,878
|
-3%
|
|
|
23
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$18.6M
|
-$751K
|
-5,439
|
-4%
|
|
|
24
|
M&T Bank
Buffalo,
New York
|
$17.9M
|
-$796K
|
-5,763
|
-4%
|
|
|
25
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$17.7M
|
-$62.8K
|
-455
|
-0.4%
|
|
