|
1
|
|
$354M
|
-$13.8M
|
-89,437
|
-4%
|
|
|
2
|
PGIM Custom Harvest
Newark,
New Jersey
|
$336M
|
+$24.3M
|
+157,783
|
+9%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$306M
|
+$16M
|
+103,889
|
+6%
|
|
|
4
|
|
$186M
|
+$4.39M
|
+28,543
|
+3%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$139M
|
-$5.44M
|
-35,351
|
-4%
|
|
|
6
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$130M
|
+$76.9M
|
+500,292
|
+193%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$123M
|
+$9.06M
|
+58,940
|
+9%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$111M
|
-$12.4M
|
-80,447
|
-11%
|
|
|
9
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$68.7M
|
+$2.62M
|
+17,069
|
+4%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$59.2M
|
+$14.2M
|
+92,141
|
+36%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$56.6M
|
+$4.2M
|
+27,293
|
+9%
|
|
|
12
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$56M
|
+$33.8M
|
+219,842
|
+205%
|
|
|
13
|
KCM Investment Advisors
Greenbrae,
California
|
$46M
|
+$197K
|
+1,281
|
+0.5%
|
|
|
14
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$45.2M
|
-$405K
|
-2,631
|
-1%
|
|
|
15
|
Raymond James Financial
St Petersburg,
Florida
|
$44.3M
|
+$3.52M
|
+22,917
|
+10%
|
|
|
16
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$31.5M
|
-$692K
|
-4,502
|
-2%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$31.1M
|
-$1.43M
|
-9,315
|
-5%
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$28.5M
|
+$1.09M
|
+7,079
|
+4%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$26.4M
|
-$10.7M
|
-69,689
|
-31%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$26.1M
|
+$7.71M
|
+50,151
|
+49%
|
|
|
21
|
AssetMark Inc
Concord,
California
|
$25.7M
|
+$17.6M
|
+114,638
|
+322%
|
|
|
22
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$19.8M
|
-$399K
|
-2,595
|
-2%
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$18.7M
|
+$6.86M
|
+44,624
|
+69%
|
|
|
24
|
M&T Bank
Buffalo,
New York
|
$18.6M
|
-$1.64M
|
-10,645
|
-9%
|
|
|
25
|
|
$17.7M
|
+$1.02M
|
+6,656
|
+7%
|
|
