|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$133M
|
+$878K
|
+38,123
|
+0.7%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$108M
|
+$1.55M
|
+67,377
|
+1%
|
|
|
3
|
Mercer Global Advisors
Denver,
Colorado
|
$97.6M
|
-$234K
|
-10,139
|
-0.2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$64M
|
+$19.2M
|
+835,004
|
+43%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$63.3M
|
+$22.6M
|
+981,491
|
+56%
|
|
|
6
|
Mariner
Overland Park,
Kansas
|
$62.6M
|
+$5.41M
|
+234,641
|
+9%
|
|
|
7
|
Cable Hill Partners
Portland,
Oregon
|
$50.7M
|
+$4.02M
|
+174,420
|
+9%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$43.8M
|
-$40.1M
|
-1,738,239
|
-48%
|
|
|
9
|
Corient Private Wealth
Miami,
Florida
|
$30.4M
|
+$8.11M
|
+351,844
|
+36%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$29.5M
|
+$8.3M
|
+360,048
|
+39%
|
|
|
11
|
EP Wealth Advisors
Torrance,
California
|
$28.2M
|
+$25.5M
|
+1,105,874
|
New
|
|
|
12
|
Evoke Wealth
Los Angeles,
California
|
$27.4M
|
-$390K
|
-16,905
|
-1%
|
|
|
13
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$24.9M
|
+$24.3M
|
+1,052,818
|
+3,818%
|
|
|
14
|
Falcon Wealth Planning
Ontario,
California
|
$22.9M
|
+$3.39M
|
+146,906
|
+17%
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$19.2M
|
+$2.44M
|
+105,778
|
+15%
|
|
|
16
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$19.2M
|
-$1.34M
|
-58,343
|
-6%
|
|
|
17
|
Aquire Wealth Advisors
South Jordan,
Utah
|
$18.6M
|
+$2.56M
|
+110,956
|
+16%
|
|
|
18
|
Mission Wealth Management
Santa Barbara,
California
|
$18.3M
|
+$5.01M
|
+217,399
|
+38%
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$18M
|
+$1.39M
|
+60,526
|
+8%
|
|
|
20
|
Aveo Capital Partners
Englewood,
Colorado
|
$17.4M
|
+$2.18M
|
+94,726
|
+14%
|
|
|
21
|
3D/L Capital Management
Hartford,
Connecticut
|
$17.2M
|
-$394K
|
-17,077
|
-2%
|
|
|
22
|
|
$16.6M
|
+$668K
|
+29,007
|
+4%
|
|
|
23
|
RVW Wealth
Los Angeles,
California
|
$16.6M
|
+$420K
|
+18,247
|
+3%
|
|
|
24
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$16M
|
+$5.23K
|
+227
|
+0%
|
|
|
25
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$15.4M
|
–
|
–
|
–
|
|
