|
1
|
|
$243M
|
+$2.58M
|
+85,217
|
+1%
|
|
|
2
|
SEI Investments
Oaks,
Pennsylvania
|
$20.8M
|
–
|
–
|
–
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$19.8M
|
-$86.3K
|
-2,847
|
-0.4%
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$13.5M
|
+$9.57M
|
+315,759
|
+247%
|
|
|
5
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$11.9M
|
+$239K
|
+7,900
|
+2%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$9.88M
|
-$10.5M
|
-345,603
|
-52%
|
|
|
7
|
|
$9.74M
|
-$1.12M
|
-37,010
|
-10%
|
|
|
8
|
JD Financial Services
Carlisle,
Pennsylvania
|
$9.32M
|
+$9.29M
|
+306,677
|
New
|
|
|
9
|
|
$7.66M
|
-$2.12M
|
-69,813
|
-22%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$7.51M
|
+$428K
|
+14,139
|
+6%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$7.44M
|
-$1.98M
|
-65,353
|
-21%
|
|
|
12
|
|
$5.86M
|
+$1.79M
|
+59,184
|
+44%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.79M
|
-$6.8M
|
-224,552
|
-54%
|
|
|
14
|
Equitable Holdings
New York
|
$5.67M
|
+$164K
|
+5,410
|
+3%
|
|
|
15
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$5.13M
|
+$304K
|
+10,038
|
+6%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$4.29M
|
+$905K
|
+29,870
|
+27%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.26M
|
-$671K
|
-22,135
|
-14%
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$4.23M
|
-$641K
|
-21,144
|
-13%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.45M
|
-$317K
|
-10,456
|
-8%
|
|
|
20
|
Denver PWM
Denver,
Colorado
|
$2.23M
|
-$104K
|
-3,417
|
-4%
|
|
|
21
|
Old Mission Capital
Chicago,
Illinois
|
$2.23M
|
-$2.02M
|
-66,647
|
-48%
|
|
|
22
|
Legacy Financial Advisors
Covington,
Kentucky
|
$2.07M
|
-$540K
|
-17,819
|
-21%
|
|
|
23
|
Focus Financial Network
Minneapolis,
Minnesota
|
$2.05M
|
+$42.1K
|
+1,390
|
+2%
|
|
|
24
|
Choate Investment Advisors
Boston,
Massachusetts
|
$2M
|
+$66.1K
|
+2,180
|
+3%
|
|
|
25
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.87M
|
–
|
–
|
–
|
|
