|
1
|
Bank of America
Charlotte,
North Carolina
|
$364M
|
+$43.3M
|
+227,574
|
+13%
|
|
|
2
|
PGIM Custom Harvest
Newark,
New Jersey
|
$361M
|
+$855K
|
+4,497
|
+0.2%
|
|
|
3
|
|
$195M
|
-$21.2M
|
-111,762
|
-9%
|
|
|
4
|
|
$190M
|
-$3.45M
|
-18,143
|
-2%
|
|
|
5
|
|
$141M
|
+$21.1M
|
+110,977
|
+16%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$140M
|
-$6.72M
|
-35,362
|
-4%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$132M
|
+$4.29M
|
+22,558
|
+3%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$100M
|
-$11.6M
|
-61,183
|
-10%
|
|
|
9
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$73.4M
|
-$36.4M
|
-191,367
|
-32%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$73.2M
|
-$26.5M
|
-139,401
|
-26%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$64.4M
|
-$12.2M
|
-64,028
|
-15%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$61.7M
|
+$28.8M
|
+151,595
|
+79%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$50.1M
|
+$4.21M
|
+22,145
|
+9%
|
|
|
14
|
KCM Investment Advisors
Greenbrae,
California
|
$44.6M
|
-$4.36M
|
-22,927
|
-8%
|
|
|
15
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$43M
|
-$7.33M
|
-38,536
|
-14%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$33.8M
|
-$338K
|
-1,777
|
-0.9%
|
|
|
17
|
Lido Advisors
Los Angeles,
California
|
$33.7M
|
+$2.62M
|
+13,756
|
+8%
|
|
|
18
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$33.5M
|
-$636K
|
-3,344
|
-2%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$25.4M
|
-$684K
|
-3,600
|
-2%
|
|
|
20
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$24.6M
|
+$4.03M
|
+21,223
|
+18%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$23.2M
|
+$1.58M
|
+8,312
|
+7%
|
|
|
22
|
Lighthouse Financial Services
Brea,
California
|
$21.9M
|
-$44.3K
|
-233
|
-0.2%
|
|
|
23
|
Mercer Global Advisors
Denver,
Colorado
|
$20.7M
|
-$1.67M
|
-8,794
|
-7%
|
|
|
24
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$19.1M
|
-$6.05M
|
-31,806
|
-23%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$19M
|
+$889K
|
+4,678
|
+5%
|
|
