|
1
|
PGIM Custom Harvest
Newark,
New Jersey
|
$387M
|
+$456K
|
+2,430
|
+0.1%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$348M
|
-$71.1K
|
-379
|
-0%
|
|
|
3
|
|
$239M
|
-$19.1M
|
-101,773
|
-8%
|
|
|
4
|
|
$208M
|
+$1.84M
|
+9,795
|
+0.9%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$157M
|
-$906K
|
-4,828
|
-0.6%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$138M
|
+$483K
|
+2,573
|
+0.4%
|
|
|
7
|
|
$131M
|
+$105M
|
+560,204
|
+489%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$120M
|
+$56.1M
|
+299,108
|
+94%
|
|
|
9
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$116M
|
-$15.5M
|
-82,568
|
-12%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$106M
|
-$10.5M
|
-56,064
|
-9%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$81.7M
|
+$2.1M
|
+11,200
|
+3%
|
|
|
12
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$53.8M
|
+$3.7M
|
+19,720
|
+8%
|
|
|
13
|
KCM Investment Advisors
Greenbrae,
California
|
$52.5M
|
+$325K
|
+1,732
|
+0.6%
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$49.6M
|
+$2.66M
|
+14,177
|
+6%
|
|
|
15
|
Marks Wealth
Annapolis,
Maryland
|
$41.1M
|
+$39.8M
|
+212,223
|
New
|
|
|
16
|
AssetMark Inc
Concord,
California
|
$37M
|
+$12.6M
|
+66,915
|
+54%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$36.8M
|
-$1.46M
|
-7,772
|
-4%
|
|
|
18
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$36.7M
|
+$986K
|
+5,257
|
+3%
|
|
|
19
|
Lido Advisors
Los Angeles,
California
|
$33.1M
|
+$5.42M
|
+28,908
|
+20%
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$28M
|
-$522K
|
-2,782
|
-2%
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$26.7M
|
-$7.04M
|
-37,515
|
-21%
|
|
|
22
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$24.9M
|
+$23.8M
|
+126,654
|
+5,826%
|
|
|
23
|
Mercer Global Advisors
Denver,
Colorado
|
$24M
|
-$3.72M
|
-19,829
|
-14%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$23.4M
|
-$4M
|
-21,327
|
-15%
|
|
|
25
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$22.4M
|
+$4.6M
|
+24,511
|
+27%
|
|
