|
1
|
|
$165M
|
+$20.3M
|
+201,464
|
+14%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$133M
|
-$553K
|
-5,493
|
-0.4%
|
|
|
3
|
Principal Financial Group
Des Moines,
Iowa
|
$97.5M
|
-$20.5M
|
-203,000
|
-18%
|
|
|
4
|
Armbruster Capital Management
Pittsford,
New York
|
$36.6M
|
+$186K
|
+1,842
|
+0.5%
|
|
|
5
|
ACR Alpine Capital Research
St. Louis,
Missouri
|
$36.5M
|
+$35.6M
|
+352,994
|
New
|
|
|
6
|
Strategic Advocates
Logan,
Utah
|
$30M
|
+$1.21M
|
+12,037
|
+4%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$29.4M
|
-$34.2K
|
-339
|
-0.1%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$24.5M
|
+$4.03K
|
+40
|
+0%
|
|
|
9
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$21.5M
|
+$20.9M
|
+207,662
|
New
|
|
|
10
|
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
|
$18.6M
|
+$8.85M
|
+87,811
|
+96%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$14.3M
|
+$218K
|
+2,163
|
+2%
|
|
|
12
|
|
$13.9M
|
-$525K
|
-5,208
|
-4%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$12.4M
|
-$304K
|
-3,017
|
-2%
|
|
|
14
|
Peak Financial Management
Wellesley,
Massachusetts
|
$10.7M
|
+$10.1K
|
+100
|
+0.1%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$10.4M
|
+$847K
|
+8,404
|
+9%
|
|
|
16
|
Fidelity Investments
Boston,
Massachusetts
|
$9.8M
|
-$308K
|
-3,057
|
-3%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.97M
|
+$1.43M
|
+14,210
|
+20%
|
|
|
18
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$8.69M
|
-$202K
|
-2,007
|
-2%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.45M
|
-$192K
|
-1,906
|
-2%
|
|
|
20
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$7.76M
|
+$121K
|
+1,200
|
+2%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.31M
|
+$1.47M
|
+14,594
|
+26%
|
|
|
22
|
Raymond James Financial
St Petersburg,
Florida
|
$6.84M
|
+$24.7K
|
+245
|
+0.4%
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.51M
|
+$4.57M
|
+45,374
|
+257%
|
|
|
24
|
Rothschild Investment LLC
Chicago,
Illinois
|
$6.45M
|
-$243K
|
-2,413
|
-4%
|
|
|
25
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$6.43M
|
-$1.38M
|
-13,739
|
-18%
|
|
