|
1
|
|
$125M
|
-$2.68M
|
-98,834
|
-2%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$34.2M
|
+$258K
|
+9,518
|
+0.7%
|
|
|
3
|
SEI Investments
Oaks,
Pennsylvania
|
$30.5M
|
-$263K
|
-9,682
|
-0.8%
|
|
|
4
|
Bank of New York Mellon
New York
|
$24.9M
|
+$25.9M
|
+953,908
|
New
|
|
|
5
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$18.3M
|
-$86.1K
|
-3,171
|
-0.5%
|
|
|
6
|
|
$12.7M
|
+$7.85M
|
+288,974
|
+147%
|
|
|
7
|
|
$11.5M
|
+$14.8K
|
+544
|
+0.1%
|
|
|
8
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$6.71M
|
-$2.36M
|
-87,093
|
-25%
|
|
|
9
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$6.69M
|
-$2.77K
|
-102
|
-0%
|
|
|
10
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$6.54M
|
+$521K
|
+19,186
|
+8%
|
|
|
11
|
Congress Wealth Management
Boston,
Massachusetts
|
$5.94M
|
+$6.18M
|
+227,588
|
New
|
|
|
12
|
LPL Financial
San Diego,
California
|
$5.27M
|
-$1.84M
|
-67,673
|
-25%
|
|
|
13
|
Bell Investment Advisors
Oakland,
California
|
$4.69M
|
-$235K
|
-8,652
|
-5%
|
|
|
14
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$4.22M
|
-$240K
|
-8,849
|
-5%
|
|
|
15
|
Equitable Holdings
New York
|
$3.64M
|
+$194K
|
+7,142
|
+5%
|
|
|
16
|
Armbruster Capital Management
Pittsford,
New York
|
$2.89M
|
-$115K
|
-4,225
|
-4%
|
|
|
17
|
Old Mission Capital
Chicago,
Illinois
|
$2.67M
|
+$631K
|
+23,233
|
+29%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.29M
|
-$1.36M
|
-50,145
|
-36%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$2.15M
|
-$830K
|
-30,579
|
-27%
|
|
|
20
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.03M
|
-$67.1K
|
-2,471
|
-3%
|
|
|
21
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2M
|
+$1.99M
|
+73,122
|
New
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.88M
|
+$1.26M
|
+46,423
|
+182%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.6M
|
+$512K
|
+18,862
|
+45%
|
|
|
24
|
Revisor Wealth Management
Akron,
Ohio
|
$1.25M
|
+$277K
|
+10,185
|
+27%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.22M
|
-$6.11K
|
-225
|
-0.5%
|
|
