|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$188M
|
+$99M
|
+4,387,722
|
+88%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$80.8M
|
+$10.1M
|
+445,562
|
+12%
|
|
|
3
|
Mercer Global Advisors
Denver,
Colorado
|
$79.7M
|
+$10.5M
|
+464,408
|
+13%
|
|
|
4
|
Parcion Private Wealth
Bellevue,
Washington
|
$44.3M
|
-$1.17M
|
-51,664
|
-2%
|
|
|
5
|
Cable Hill Partners
Portland,
Oregon
|
$32.7M
|
+$36.7M
|
+1,627,137
|
New
|
|
|
6
|
Mariner
Overland Park,
Kansas
|
$31.7M
|
+$15.9M
|
+703,787
|
+80%
|
|
|
7
|
Evoke Wealth
Los Angeles,
California
|
$23M
|
+$165K
|
+7,292
|
+0.6%
|
|
|
8
|
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
$22M
|
+$14.4M
|
+638,424
|
+140%
|
|
|
9
|
Old Mission Capital
Chicago,
Illinois
|
$21.7M
|
+$24.4M
|
+1,079,957
|
New
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$20.6M
|
+$3.87M
|
+171,504
|
+20%
|
|
|
11
|
Pathstone Family Office
Englewood,
New Jersey
|
$16.3M
|
+$6.61M
|
+292,904
|
+57%
|
|
|
12
|
3D/L Capital Management
Hartford,
Connecticut
|
$15.5M
|
+$541K
|
+23,968
|
+3%
|
|
|
13
|
|
$13.6M
|
+$9.36M
|
+414,832
|
+160%
|
|
|
14
|
West Financial Advisors
Des Moines,
Iowa
|
$13.5M
|
+$1.65M
|
+72,934
|
+12%
|
|
|
15
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$13M
|
+$5.76M
|
+255,309
|
+65%
|
|
|
16
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$12.6M
|
+$2.49M
|
+110,494
|
+21%
|
|
|
17
|
Sequoia Financial Advisors
Akron,
Ohio
|
$11.6M
|
-$183K
|
-8,131
|
-1%
|
|
|
18
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$10.7M
|
+$4.48M
|
+198,512
|
+69%
|
|
|
19
|
Aveo Capital Partners
Englewood,
Colorado
|
$9.9M
|
+$2.33M
|
+103,040
|
+26%
|
|
|
20
|
AWM Capital
Phoenix,
Arizona
|
$9.05M
|
-$342K
|
-15,174
|
-4%
|
|
|
21
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$8.62M
|
+$889K
|
+39,387
|
+10%
|
|
|
22
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$8.14M
|
+$9.21M
|
+408,091
|
New
|
|
|
23
|
Aquire Wealth Advisors
South Jordan,
Utah
|
$7.83M
|
+$2.2M
|
+97,394
|
+33%
|
|
|
24
|
Chico Wealth RIA
Chico,
California
|
$7.19M
|
+$2.63M
|
+116,474
|
+48%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.86M
|
-$5.15M
|
-228,134
|
-40%
|
|
