|
1
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$180M
|
-$11.2M
|
-69,880
|
-6%
|
|
|
2
|
|
$168M
|
-$3.09M
|
-19,246
|
-2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$124M
|
+$14.4M
|
+89,690
|
+14%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$117M
|
-$5.47M
|
-34,020
|
-5%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$107M
|
+$4.55M
|
+28,320
|
+5%
|
|
|
6
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$94.5M
|
-$82.9M
|
-515,554
|
-49%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$72.4M
|
+$6.29M
|
+39,104
|
+10%
|
|
|
8
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$63.4M
|
-$458K
|
-2,850
|
-0.8%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$40.9M
|
-$4.73M
|
-29,439
|
-11%
|
|
|
10
|
Rockefeller Capital Management
New York
|
$35.6M
|
-$1.18M
|
-7,357
|
-3%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$34.5M
|
+$122K
|
+762
|
+0.4%
|
|
|
12
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$34.1M
|
+$7.44M
|
+46,299
|
+31%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$34M
|
+$5.45M
|
+33,916
|
+21%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$28.8M
|
+$448K
|
+2,786
|
+2%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$27.6M
|
-$134K
|
-832
|
-0.5%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$26.6M
|
+$1.81M
|
+11,277
|
+8%
|
|
|
17
|
PGIM Custom Harvest
Newark,
New Jersey
|
$24.4M
|
-$725K
|
-4,513
|
-3%
|
|
|
18
|
Allied Investment Advisors
Billings,
Montana
|
$23M
|
+$213K
|
+1,324
|
+1%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$22.5M
|
-$311K
|
-1,934
|
-1%
|
|
|
20
|
Corient Private Wealth
Miami,
Florida
|
$20.8M
|
+$331K
|
+2,060
|
+2%
|
|
|
21
|
L.J. Altfest & Co
New York
|
$20M
|
+$154K
|
+961
|
+0.8%
|
|
|
22
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$17.4M
|
-$353K
|
-2,193
|
-2%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$17.2M
|
+$3.09M
|
+19,249
|
+24%
|
|
|
24
|
Atria Wealth Solutions
New York
|
$16.3M
|
-$1.65M
|
-10,293
|
-10%
|
|
|
25
|
Unconventional Investor
Portsmouth,
New Hampshire
|
$14.4M
|
-$667K
|
-4,151
|
-5%
|
|
