|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$76.1M
|
+$102
|
+1
|
+0%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$70.3M
|
-$600K
|
-5,893
|
-0.8%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$59.6M
|
+$421K
|
+4,139
|
+0.7%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$41M
|
+$451K
|
+4,430
|
+1%
|
|
|
5
|
Howland Capital Management
Boston,
Massachusetts
|
$37M
|
-$6.02M
|
-59,140
|
-14%
|
|
|
6
|
|
$34M
|
+$6.38M
|
+62,673
|
+23%
|
|
|
7
|
Tobias Financial Advisors
Plantation,
Florida
|
$20.9M
|
+$3.56M
|
+34,953
|
+21%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20.1M
|
+$2.15M
|
+21,095
|
+12%
|
|
|
9
|
Palladium Partners
Norfolk,
Virginia
|
$19.4M
|
+$19.4M
|
+190,510
|
New
|
|
|
10
|
Access Financial Services
Minneapolis,
Minnesota
|
$19.3M
|
-$2.36M
|
-23,168
|
-11%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$18.5M
|
-$4.29M
|
-42,203
|
-19%
|
|
|
12
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$15.6M
|
-$6.51K
|
-64
|
-0%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$11.3M
|
+$2.03M
|
+19,919
|
+22%
|
|
|
14
|
Antonetti Capital Management
Naples,
Florida
|
$11.3M
|
+$11.3M
|
+110,983
|
New
|
|
|
15
|
AJ Wealth Strategies
New York
|
$10.9M
|
+$4.41M
|
+43,330
|
+68%
|
|
|
16
|
First National Corp
Rockland,
Massachusetts
|
$10.3M
|
+$4.46M
|
+43,800
|
+77%
|
|
|
17
|
SkyOak Wealth
Southfield,
Michigan
|
$9.58M
|
+$2.11M
|
+20,773
|
+28%
|
|
|
18
|
Greatmark Investment Partners
Columbus,
Georgia
|
$9.12M
|
-$144K
|
-1,420
|
-2%
|
|
|
19
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$8.41M
|
+$3.07M
|
+30,195
|
+58%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$8.35M
|
+$353K
|
+3,467
|
+4%
|
|
|
21
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$8.14M
|
+$936K
|
+9,199
|
+13%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$8.07M
|
-$5.49M
|
-53,978
|
-41%
|
|
|
23
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$7.95M
|
+$4.08M
|
+40,128
|
+106%
|
|
|
24
|
Reitz Capital Advisors
Freeland,
Michigan
|
$7.01M
|
-$4.75M
|
-46,652
|
-40%
|
|
|
25
|
Harbour Investments
Madison,
Wisconsin
|
$4.95M
|
+$607K
|
+5,971
|
+14%
|
|
