|
1
|
|
$183M
|
+$26.4M
|
+154,285
|
+16%
|
|
|
2
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$162M
|
-$6.86M
|
-40,077
|
-4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$161M
|
+$46.7M
|
+272,625
|
+38%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$109M
|
+$8.96M
|
+52,348
|
+9%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$98.5M
|
-$11.7M
|
-68,436
|
-10%
|
|
|
6
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$92.3M
|
+$3.74M
|
+21,834
|
+4%
|
|
|
7
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$59.5M
|
-$37.3K
|
-218
|
-0.1%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$49.6M
|
-$19.2M
|
-111,974
|
-27%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$44.7M
|
+$6.59M
|
+38,478
|
+16%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$36.4M
|
+$9.81M
|
+57,298
|
+35%
|
|
|
11
|
Rockefeller Capital Management
New York
|
$33.7M
|
+$310K
|
+1,809
|
+0.9%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$33.6M
|
+$1.75M
|
+10,240
|
+5%
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$33.4M
|
+$1.02M
|
+5,971
|
+3%
|
|
|
14
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$32.1M
|
+$121K
|
+706
|
+0.4%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$26M
|
+$1.02M
|
+5,969
|
+4%
|
|
|
16
|
PGIM Custom Harvest
Newark,
New Jersey
|
$25.7M
|
+$2.96M
|
+17,286
|
+12%
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$24.7M
|
+$25.8M
|
+150,893
|
New
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$22.6M
|
+$1.47M
|
+8,563
|
+7%
|
|
|
19
|
Allied Investment Advisors
Billings,
Montana
|
$21.5M
|
-$165K
|
-966
|
-0.7%
|
|
|
20
|
L.J. Altfest & Co
New York
|
$19.1M
|
+$286K
|
+1,674
|
+1%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$18.9M
|
-$7.29M
|
-42,594
|
-27%
|
|
|
22
|
Corient Private Wealth
Miami,
Florida
|
$18.8M
|
-$790K
|
-4,618
|
-4%
|
|
|
23
|
Two Sigma Investments
New York
|
$17.5M
|
+$18.3M
|
+107,100
|
New
|
|
|
24
|
Atria Wealth Solutions
New York
|
$16.2M
|
+$987K
|
+5,765
|
+6%
|
|
|
25
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$15.9M
|
-$484K
|
-2,828
|
-3%
|
|
