|
1
|
|
$144M
|
+$618K
|
+6,715
|
+0.4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$123M
|
-$17.2M
|
-186,527
|
-12%
|
|
|
3
|
Principal Financial Group
Des Moines,
Iowa
|
$106M
|
–
|
–
|
–
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$35.5M
|
+$8.1M
|
+88,057
|
+30%
|
|
|
5
|
Armbruster Capital Management
Pittsford,
New York
|
$31.3M
|
+$25.5K
|
+277
|
+0.1%
|
|
|
6
|
Strategic Advocates
Logan,
Utah
|
$23.9M
|
+$590K
|
+6,408
|
+3%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$20.6M
|
-$528K
|
-5,734
|
-3%
|
|
|
8
|
Truist Financial
Charlotte,
North Carolina
|
$14.1M
|
-$6.83M
|
-74,256
|
-33%
|
|
|
9
|
|
$13.9M
|
-$491M
|
-5,334,956
|
-97%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$11.6M
|
-$941K
|
-10,223
|
-8%
|
|
|
11
|
Two Sigma Investments
New York
|
$10.9M
|
+$10.8M
|
+117,900
|
New
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$10.1M
|
-$368K
|
-4,000
|
-4%
|
|
|
13
|
Peak Financial Management
Wellesley,
Massachusetts
|
$9.59M
|
+$261K
|
+2,841
|
+3%
|
|
|
14
|
Fidelity Investments
Boston,
Massachusetts
|
$9.27M
|
-$291K
|
-3,167
|
-3%
|
|
|
15
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$8.97M
|
-$258K
|
-2,800
|
-3%
|
|
|
16
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$7.08M
|
-$631K
|
-6,858
|
-8%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.84M
|
+$105K
|
+1,140
|
+2%
|
|
|
18
|
Raymond James Financial
St Petersburg,
Florida
|
$6.59M
|
-$5.39M
|
-58,520
|
-45%
|
|
|
19
|
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
|
$6.5M
|
+$578K
|
+6,283
|
+10%
|
|
|
20
|
Rothschild Investment LLC
Chicago,
Illinois
|
$6.38M
|
-$39.4K
|
-428
|
-0.6%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.15M
|
-$2.51M
|
-27,266
|
-29%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.99M
|
-$231K
|
-2,505
|
-4%
|
|
|
23
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.58M
|
-$184K
|
-1,999
|
-3%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.14M
|
-$5.64M
|
-61,271
|
-52%
|
|
|
25
|
Global View Capital Management
Waukesha,
Wisconsin
|
$4.9M
|
+$4.88M
|
+53,014
|
New
|
|
