|
1
|
PGIM Custom Harvest
Newark,
New Jersey
|
$375M
|
+$5.63M
|
+31,530
|
+2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$337M
|
+$1.41M
|
+7,900
|
+0.4%
|
|
|
3
|
|
$251M
|
-$131M
|
-730,825
|
-35%
|
|
|
4
|
|
$200M
|
-$4.19M
|
-23,483
|
-2%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$154M
|
+$746K
|
+4,179
|
+0.5%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$133M
|
-$1.75M
|
-9,802
|
-1%
|
|
|
7
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$128M
|
-$13.9M
|
-77,827
|
-10%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$113M
|
-$8.03M
|
-44,981
|
-7%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$77.2M
|
+$11.6M
|
+64,868
|
+19%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$60M
|
-$2.06M
|
-11,533
|
-3%
|
|
|
11
|
KCM Investment Advisors
Greenbrae,
California
|
$50.5M
|
+$51.1K
|
+286
|
+0.1%
|
|
|
12
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$48.5M
|
-$1.11M
|
-6,192
|
-2%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$45.4M
|
-$3.06M
|
-17,125
|
-7%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$37.1M
|
+$2.83M
|
+15,823
|
+9%
|
|
|
15
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$34.6M
|
+$42.7K
|
+239
|
+0.1%
|
|
|
16
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$34.5M
|
-$25.7M
|
-143,694
|
-44%
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$32.9M
|
+$3.75M
|
+21,000
|
+14%
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$27.7M
|
-$3.45M
|
-19,308
|
-12%
|
|
|
19
|
Lido Advisors
Los Angeles,
California
|
$27.2M
|
+$11M
|
+61,519
|
+74%
|
|
|
20
|
Mercer Global Advisors
Denver,
Colorado
|
$27M
|
+$24.9M
|
+139,550
|
+3,435%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$26.7M
|
-$1.84M
|
-10,319
|
-7%
|
|
|
22
|
AssetMark Inc
Concord,
California
|
$23.4M
|
-$4.62M
|
-25,866
|
-17%
|
|
|
23
|
|
$21.5M
|
+$1.92M
|
+10,779
|
+10%
|
|
|
24
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$19.3M
|
-$2.29M
|
-12,821
|
-11%
|
|
|
25
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$19.3M
|
–
|
–
|
–
|
|
