|
1
|
|
$320M
|
-$12.4M
|
-77,721
|
-3%
|
|
|
2
|
PGIM Custom Harvest
Newark,
New Jersey
|
$268M
|
-$1.28M
|
-8,048
|
-0.4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$250M
|
+$1.57M
|
+9,857
|
+0.6%
|
|
|
4
|
|
$157M
|
+$13.9M
|
+87,508
|
+9%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$126M
|
+$7.87M
|
+49,537
|
+6%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$108M
|
-$5.33M
|
-33,547
|
-4%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$98M
|
+$2.7M
|
+16,959
|
+3%
|
|
|
8
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$57.1M
|
+$61.1M
|
+384,758
|
New
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$45.1M
|
+$280K
|
+1,765
|
+0.6%
|
|
|
10
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$41.1M
|
-$133M
|
-836,588
|
-76%
|
|
|
11
|
KCM Investment Advisors
Greenbrae,
California
|
$39.7M
|
+$2.09M
|
+13,168
|
+5%
|
|
|
12
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$39.6M
|
-$4.26M
|
-26,827
|
-9%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$37.7M
|
+$606K
|
+3,815
|
+2%
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$35.1M
|
-$447K
|
-2,810
|
-1%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$33.2M
|
+$989K
|
+6,224
|
+3%
|
|
|
16
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$29.2M
|
–
|
–
|
–
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$28.4M
|
+$3.3M
|
+20,780
|
+12%
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$23.7M
|
-$50.4K
|
-317
|
-0.2%
|
|
|
19
|
M&T Bank
Buffalo,
New York
|
$17.7M
|
-$318K
|
-2,000
|
-2%
|
|
|
20
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$17.6M
|
-$776K
|
-4,880
|
-4%
|
|
|
21
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$15.9M
|
-$195K
|
-1,224
|
-1%
|
|
|
22
|
Park National Corp
Newark,
Ohio
|
$15.7M
|
-$6.45M
|
-40,576
|
-28%
|
|
|
23
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$15.2M
|
–
|
–
|
–
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.2M
|
-$6.47M
|
-40,744
|
-29%
|
|
|
25
|
Principal Securities
Des Moines,
Iowa
|
$14.8M
|
+$11.6K
|
+73
|
+0.1%
|
|
