|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$129M
|
-$6.67M
|
-288,589
|
-5%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$105M
|
-$5.25M
|
-227,197
|
-5%
|
|
|
3
|
Mercer Global Advisors
Denver,
Colorado
|
$92.8M
|
-$6.64M
|
-287,253
|
-7%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$80.9M
|
+$15.5M
|
+668,449
|
+24%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$68.1M
|
+$3.58M
|
+154,703
|
+6%
|
|
|
6
|
Mariner
Overland Park,
Kansas
|
$62.6M
|
-$1.17M
|
-50,414
|
-2%
|
|
|
7
|
Cable Hill Partners
Portland,
Oregon
|
$54.2M
|
+$2.53M
|
+109,397
|
+5%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$43.5M
|
-$1.11M
|
-47,898
|
-3%
|
|
|
9
|
Corient Private Wealth
Miami,
Florida
|
$35.6M
|
+$4.57M
|
+197,422
|
+15%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$28.7M
|
-$1.35M
|
-58,308
|
-5%
|
|
|
11
|
Evoke Wealth
Los Angeles,
California
|
$28.4M
|
+$507K
|
+21,936
|
+2%
|
|
|
12
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$26.5M
|
+$1.1M
|
+47,591
|
+4%
|
|
|
13
|
Falcon Wealth Planning
Ontario,
California
|
$25.5M
|
+$2.11M
|
+91,456
|
+9%
|
|
|
14
|
Mission Wealth Management
Santa Barbara,
California
|
$23.1M
|
+$4.44M
|
+191,987
|
+24%
|
|
|
15
|
Aquire Wealth Advisors
South Jordan,
Utah
|
$21M
|
+$2.01M
|
+86,729
|
+11%
|
|
|
16
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$20.2M
|
+$3.66M
|
+158,156
|
+22%
|
|
|
17
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$20.2M
|
+$1.82M
|
+78,779
|
+10%
|
|
|
18
|
West Financial Advisors
Des Moines,
Iowa
|
$19.5M
|
+$7.02M
|
+303,666
|
+57%
|
|
|
19
|
RVW Wealth
Los Angeles,
California
|
$19.4M
|
+$2.47M
|
+106,994
|
+15%
|
|
|
20
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$19M
|
-$872K
|
-37,711
|
-5%
|
|
|
21
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$18.4M
|
-$1.25M
|
-53,877
|
-6%
|
|
|
22
|
|
$17.3M
|
+$380K
|
+16,446
|
+2%
|
|
|
23
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$16.7M
|
+$332K
|
+14,339
|
+2%
|
|
|
24
|
RAM Investment Partners
Bellevue,
Washington
|
$16.7M
|
+$2.12M
|
+91,605
|
+15%
|
|
|
25
|
3D/L Capital Management
Hartford,
Connecticut
|
$16.5M
|
-$1.06M
|
-45,825
|
-6%
|
|
