|
1
|
|
$103M
|
-$123M
|
-4,155,072
|
-53%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$43.6M
|
-$26.9M
|
-907,761
|
-37%
|
|
|
3
|
SEI Investments
Oaks,
Pennsylvania
|
$37.4M
|
+$11.7M
|
+396,874
|
+41%
|
|
|
4
|
PFS Investments
Duluth,
Georgia
|
$30.9M
|
-$18.9M
|
-638,553
|
-36%
|
|
|
5
|
|
$12.1M
|
+$8.95M
|
+302,594
|
+222%
|
|
|
6
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$10.6M
|
+$155K
|
+5,224
|
+1%
|
|
|
7
|
GHP Investment Advisors
Denver,
Colorado
|
$9.43M
|
-$2.57M
|
-86,905
|
-20%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$8.7M
|
+$1.02M
|
+34,540
|
+12%
|
|
|
9
|
|
$6.84M
|
+$563K
|
+19,012
|
+8%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$6.58M
|
+$394K
|
+13,330
|
+6%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$6.33M
|
+$131K
|
+4,417
|
+2%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.92M
|
+$1.15M
|
+38,935
|
+28%
|
|
|
13
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$4.76M
|
-$130K
|
-4,406
|
-2%
|
|
|
14
|
Bell Investment Advisors
Oakland,
California
|
$4.39M
|
+$4.7M
|
+158,852
|
New
|
|
|
15
|
Equitable Holdings
New York
|
$3.9M
|
+$67.5K
|
+2,282
|
+2%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.68M
|
+$69.9K
|
+2,362
|
+2%
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$3.27M
|
-$241K
|
-8,131
|
-6%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.25M
|
-$130K
|
-4,378
|
-4%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$2.49M
|
-$1.58M
|
-53,465
|
-37%
|
|
|
20
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$2.42M
|
+$2.23M
|
+75,470
|
+615%
|
|
|
21
|
Armbruster Capital Management
Pittsford,
New York
|
$2M
|
+$934K
|
+31,575
|
+78%
|
|
|
22
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.7M
|
–
|
–
|
–
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$1.62M
|
+$238K
|
+8,056
|
+16%
|
|
|
24
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$1.52M
|
+$612K
|
+20,683
|
+60%
|
|
|
25
|
Kestra Advisory Services
Austin,
Texas
|
$1.32M
|
+$1.05M
|
+35,490
|
+290%
|
|
