|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$126M
|
-$76.9M
|
-3,613,724
|
-39%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$102M
|
+$13.1M
|
+616,540
|
+15%
|
|
|
3
|
Mercer Global Advisors
Denver,
Colorado
|
$93.3M
|
+$6.02M
|
+282,947
|
+7%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$79.9M
|
+$77.4M
|
+3,638,996
|
New
|
|
|
5
|
Mariner
Overland Park,
Kansas
|
$54.6M
|
+$19.3M
|
+907,557
|
+57%
|
|
|
6
|
Cable Hill Partners
Portland,
Oregon
|
$44.5M
|
+$8.52M
|
+400,378
|
+25%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$42.7M
|
+$35.8M
|
+1,683,011
|
+644%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$38.8M
|
+$15.8M
|
+741,308
|
+72%
|
|
|
9
|
Evoke Wealth
Los Angeles,
California
|
$26.5M
|
+$1.31M
|
+61,537
|
+5%
|
|
|
10
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$21.7M
|
+$19.1M
|
+897,841
|
New
|
|
|
11
|
Corient Private Wealth
Miami,
Florida
|
$21.3M
|
+$20.6M
|
+968,458
|
New
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$20.2M
|
+$14.8M
|
+694,859
|
+306%
|
|
|
13
|
Falcon Wealth Planning
Ontario,
California
|
$18.6M
|
+$18M
|
+848,186
|
New
|
|
|
14
|
3D/L Capital Management
Hartford,
Connecticut
|
$16.8M
|
-$106K
|
-4,978
|
-0.6%
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$15.8M
|
+$4.85M
|
+228,053
|
+47%
|
|
|
16
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$15.8M
|
+$1.99M
|
+93,536
|
+15%
|
|
|
17
|
RVW Wealth
Los Angeles,
California
|
$15.4M
|
+$11.6M
|
+543,897
|
+340%
|
|
|
18
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$15.4M
|
+$9.07M
|
+426,351
|
+154%
|
|
|
19
|
Aquire Wealth Advisors
South Jordan,
Utah
|
$15.3M
|
+$6.56M
|
+308,399
|
+79%
|
|
|
20
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$15.3M
|
+$1.05M
|
+49,183
|
+8%
|
|
|
21
|
|
$15.2M
|
+$393K
|
+18,475
|
+3%
|
|
|
22
|
Sequoia Financial Advisors
Akron,
Ohio
|
$14.5M
|
+$1.86M
|
+87,327
|
+15%
|
|
|
23
|
Aveo Capital Partners
Englewood,
Colorado
|
$14.5M
|
+$3.59M
|
+168,869
|
+34%
|
|
|
24
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$14.4M
|
+$8.43M
|
+396,289
|
+152%
|
|
|
25
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$13.8M
|
+$11.4M
|
+533,899
|
+568%
|
|
