|
1
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$163M
|
-$9.77M
|
-65,590
|
-6%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$157M
|
+$81.2M
|
+545,178
|
+106%
|
|
|
3
|
|
$145M
|
+$3.48M
|
+23,334
|
+2%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$104M
|
-$4.68M
|
-31,399
|
-4%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$91.8M
|
+$1.16M
|
+7,793
|
+1%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$86.7M
|
+$5.26M
|
+35,307
|
+6%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$55.7M
|
+$12.4M
|
+83,511
|
+28%
|
|
|
8
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$54.3M
|
+$64.8K
|
+435
|
+0.1%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$39.1M
|
-$919K
|
-6,169
|
-2%
|
|
|
10
|
Rockefeller Capital Management
New York
|
$31.3M
|
-$1.9M
|
-12,725
|
-6%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$29.2M
|
-$139K
|
-933
|
-0.5%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$24.1M
|
-$2.04M
|
-13,690
|
-8%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$23.9M
|
-$6.3M
|
-42,254
|
-21%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$23.6M
|
+$524K
|
+3,515
|
+2%
|
|
|
15
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$22.1M
|
-$115K
|
-772
|
-0.5%
|
|
|
16
|
PGIM Custom Harvest
Newark,
New Jersey
|
$21.4M
|
+$5.33M
|
+35,769
|
+33%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$20.9M
|
-$3.52M
|
-23,618
|
-14%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$19.4M
|
-$4.21M
|
-28,245
|
-18%
|
|
|
19
|
Allied Investment Advisors
Billings,
Montana
|
$19.4M
|
+$599K
|
+4,018
|
+3%
|
|
|
20
|
Corient Private Wealth
Miami,
Florida
|
$17.4M
|
-$361K
|
-2,421
|
-2%
|
|
|
21
|
L.J. Altfest & Co
New York
|
$16.9M
|
+$17M
|
+114,069
|
New
|
|
|
22
|
Davidson Investment Advisors
Great Falls,
Montana
|
$16.1M
|
+$278K
|
+1,864
|
+2%
|
|
|
23
|
Atria Wealth Solutions
New York
|
$15.4M
|
-$7.15K
|
-48
|
-0%
|
|
|
24
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$15.1M
|
-$116K
|
-776
|
-0.8%
|
|
|
25
|
Unconventional Investor
Portsmouth,
New Hampshire
|
$12.9M
|
+$77.2K
|
+518
|
+0.6%
|
|
