|
1
|
|
$190M
|
+$19.1M
|
+176,077
|
+11%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$132M
|
-$6.75M
|
-62,088
|
-5%
|
|
|
3
|
Principal Financial Group
Des Moines,
Iowa
|
$101M
|
–
|
–
|
–
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$76.1M
|
+$77M
|
+708,494
|
+169,496%
|
|
|
5
|
Armbruster Capital Management
Pittsford,
New York
|
$39.7M
|
+$1.69M
|
+15,549
|
+4%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$30.9M
|
+$326K
|
+2,996
|
+1%
|
|
|
7
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$29.9M
|
+$7.72M
|
+71,050
|
+34%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$28.7M
|
+$3.3M
|
+30,358
|
+13%
|
|
|
9
|
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
|
$21M
|
+$1.76M
|
+16,163
|
+9%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$14.4M
|
+$5.11M
|
+47,056
|
+54%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$14.4M
|
-$551K
|
-5,074
|
-4%
|
|
|
12
|
|
$13.5M
|
-$979K
|
-9,008
|
-7%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$12.9M
|
-$40.9K
|
-376
|
-0.3%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.4M
|
+$4.9M
|
+45,112
|
+64%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$12.2M
|
+$1.48M
|
+13,629
|
+14%
|
|
|
16
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$12M
|
+$3.21M
|
+29,582
|
+36%
|
|
|
17
|
Peak Financial Management
Wellesley,
Massachusetts
|
$11.3M
|
+$255K
|
+2,350
|
+2%
|
|
|
18
|
Marshall Investment Management
Littleton,
Colorado
|
$10.3M
|
+$10.5M
|
+96,219
|
New
|
|
|
19
|
Fidelity Investments
Boston,
Massachusetts
|
$9.63M
|
-$558K
|
-5,135
|
-5%
|
|
|
20
|
Raymond James Financial
St Petersburg,
Florida
|
$7.59M
|
+$488K
|
+4,488
|
+7%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$7.08M
|
+$1.96M
|
+18,033
|
+38%
|
|
|
22
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$6.84M
|
+$162K
|
+1,487
|
+2%
|
|
|
23
|
Flaharty Asset Management
Clearwater,
Florida
|
$6.63M
|
+$158K
|
+1,452
|
+2%
|
|
|
24
|
Rothschild Investment LLC
Chicago,
Illinois
|
$6.37M
|
-$337K
|
-3,100
|
-5%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.28M
|
+$161K
|
+1,486
|
+3%
|
|
