|
1
|
|
$116M
|
+$8.11M
|
+147,247
|
+7%
|
|
|
2
|
Members Trust
Tampa,
Florida
|
$62.1M
|
+$684K
|
+12,431
|
+1%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$46.6M
|
+$6.72M
|
+122,069
|
+17%
|
|
|
4
|
TIAA FSB
Jacksonville,
Florida
|
$35.9M
|
+$1.25M
|
+22,736
|
+4%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$26M
|
+$3.81M
|
+69,139
|
+17%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$22M
|
+$7.75M
|
+140,760
|
+54%
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$20.4M
|
+$2.29M
|
+41,682
|
+13%
|
|
|
8
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$19.9M
|
-$530K
|
-9,632
|
-3%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$17.1M
|
+$3.01M
|
+54,743
|
+21%
|
|
|
10
|
Gateway Advisory
Westfield,
New Jersey
|
$16.8M
|
+$220K
|
+3,990
|
+1%
|
|
|
11
|
Private Advisor Group
Morristown,
New Jersey
|
$15.5M
|
+$6.36M
|
+115,600
|
+69%
|
|
|
12
|
Clear Perspectives Financial Planning
Cincinnati,
Ohio
|
$15.4M
|
+$2.43M
|
+44,198
|
+19%
|
|
|
13
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$15M
|
+$15.1M
|
+274,280
|
New
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$14.4M
|
+$1.55M
|
+28,116
|
+12%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$13M
|
+$1M
|
+18,226
|
+8%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.8M
|
-$1.37M
|
-24,859
|
-10%
|
|
|
17
|
Empowered Funds
Havertown,
Pennsylvania
|
$11.8M
|
+$11.9M
|
+215,539
|
New
|
|
|
18
|
Bennicas & Associates
Portola Valley,
California
|
$10.9M
|
-$151K
|
-2,740
|
-1%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$10.6M
|
+$2.15M
|
+39,011
|
+25%
|
|
|
20
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$9.88M
|
+$6.28M
|
+114,075
|
+173%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$8.52M
|
+$2.37M
|
+42,979
|
+38%
|
|
|
22
|
Parkside Advisors
Berkeley,
California
|
$7.2M
|
-$87.8K
|
-1,595
|
-1%
|
|
|
23
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$7.19M
|
+$7.21M
|
+130,994
|
New
|
|
|
24
|
|
$6.71M
|
-$61.5M
|
-1,116,413
|
-90%
|
|
|
25
|
H&H Retirement Design & Management
Las Vegas,
Nevada
|
$6.65M
|
+$220K
|
+4,001
|
+3%
|
|
