|
1
|
|
$311M
|
+$62M
|
+895,633
|
+27%
|
|
|
2
|
Truist Financial
Charlotte,
North Carolina
|
$146M
|
+$136M
|
+1,963,952
|
+55,605%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$102M
|
-$20M
|
-289,195
|
-17%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$86.9M
|
+$64M
|
+923,605
|
+367%
|
|
|
5
|
|
$38.5M
|
-$5.63M
|
-81,236
|
-13%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$37.8M
|
+$4.15M
|
+59,904
|
+13%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$37M
|
+$33.8M
|
+488,008
|
+4,130%
|
|
|
8
|
Mivtachim The Workers Social Insurance Fund
Tel Aviv,
Israel
|
$34.3M
|
-$4.26M
|
-61,500
|
-12%
|
|
|
9
|
Armbruster Capital Management
Pittsford,
New York
|
$28.8M
|
-$770K
|
-11,109
|
-3%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$28.7M
|
-$954K
|
-13,773
|
-3%
|
|
|
11
|
Financial Advisory Group
Houston,
Texas
|
$26.7M
|
-$1.64M
|
-23,638
|
-6%
|
|
|
12
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$17.3M
|
+$16.2M
|
+234,000
|
New
|
|
|
13
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$16.6M
|
+$15.6M
|
+224,689
|
New
|
|
|
14
|
LPL Financial
San Diego,
California
|
$16.5M
|
+$4.25M
|
+61,295
|
+38%
|
|
|
15
|
Fidelity Investments
Boston,
Massachusetts
|
$14.4M
|
-$1.01M
|
-14,564
|
-7%
|
|
|
16
|
Park Avenue Securities
New York
|
$12.7M
|
-$1.41M
|
-20,370
|
-11%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$12M
|
+$7.37M
|
+106,425
|
+190%
|
|
|
18
|
Pacific Wealth Management
San Diego,
California
|
$11.1M
|
+$10.4M
|
+150,471
|
New
|
|
|
19
|
Financial Enhancement Group
Anderson,
Indiana
|
$10.8M
|
-$302K
|
-4,364
|
-3%
|
|
|
20
|
Keebeck Wealth Management
Chicago,
Illinois
|
$9.86M
|
+$9.23M
|
+133,200
|
New
|
|
|
21
|
Kestra Advisory Services
Austin,
Texas
|
$9.8M
|
+$7.1M
|
+102,503
|
+342%
|
|
|
22
|
Retirement Capital Strategies
San Jose,
California
|
$9.48M
|
+$8.87M
|
+128,079
|
New
|
|
|
23
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$9.46M
|
+$8.85M
|
+127,799
|
New
|
|
|
24
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$8.96M
|
-$693K
|
-10,009
|
-8%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$8.73M
|
-$427K
|
-6,160
|
-5%
|
|
