|
1
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$166M
|
+$153M
|
+1,129,186
|
+2,772%
|
|
|
2
|
|
$137M
|
-$5.02M
|
-37,120
|
-4%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$105M
|
+$69.2M
|
+511,681
|
+227%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$87.4M
|
-$36.8M
|
-272,035
|
-31%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$78.6M
|
-$2.24M
|
-16,538
|
-3%
|
|
|
6
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$73.2M
|
+$17.1M
|
+126,171
|
+33%
|
|
|
7
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$52.3M
|
+$5.38M
|
+39,783
|
+12%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$41.8M
|
-$2.43M
|
-17,981
|
-6%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$38.6M
|
-$6.43M
|
-47,579
|
-15%
|
|
|
10
|
Rockefeller Capital Management
New York
|
$32M
|
-$1.95M
|
-14,401
|
-6%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$29.1M
|
+$13.4M
|
+99,107
|
+95%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$28.3M
|
+$24M
|
+177,422
|
+846%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$25.2M
|
+$8.88M
|
+65,702
|
+59%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$23.6M
|
-$1.45M
|
-10,722
|
-6%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$22.8M
|
+$1.51M
|
+11,138
|
+8%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$22.2M
|
+$656K
|
+4,855
|
+3%
|
|
|
17
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$21.4M
|
+$496K
|
+3,673
|
+3%
|
|
|
18
|
Allied Investment Advisors
Billings,
Montana
|
$18.1M
|
+$1.36M
|
+10,099
|
+9%
|
|
|
19
|
Corient Private Wealth
Miami,
Florida
|
$17.1M
|
-$36.4K
|
-269
|
-0.2%
|
|
|
20
|
PGIM Custom Harvest
Newark,
New Jersey
|
$15.5M
|
+$5.8M
|
+42,892
|
+65%
|
|
|
21
|
Davidson Investment Advisors
Great Falls,
Montana
|
$15.2M
|
+$7.01M
|
+51,841
|
+94%
|
|
|
22
|
Atria Wealth Solutions
New York
|
$14.8M
|
+$8.27M
|
+61,165
|
+144%
|
|
|
23
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$14.7M
|
-$447K
|
-3,310
|
-3%
|
|
|
24
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$12.9M
|
-$306K
|
-2,261
|
-2%
|
|
|
25
|
Cetera Advisor Networks
El Segundo,
California
|
$12.7M
|
+$7.97M
|
+58,975
|
+195%
|
|
