|
1
|
Raymond James Financial
St Petersburg,
Florida
|
$188M
|
+$13.3M
|
+529,680
|
+8%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$170M
|
+$55.6M
|
+2,215,087
|
+50%
|
|
|
3
|
SEI Investments
Oaks,
Pennsylvania
|
$169M
|
-$4.35M
|
-173,318
|
-3%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$158M
|
+$8.07M
|
+321,030
|
+5%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$131M
|
+$982K
|
+39,104
|
+0.8%
|
|
|
6
|
|
$127M
|
-$12.7M
|
-503,907
|
-9%
|
|
|
7
|
|
$118M
|
+$48.4M
|
+1,925,547
|
+71%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$89.6M
|
+$5.08M
|
+202,270
|
+6%
|
|
|
9
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$46.6M
|
+$4.72M
|
+187,970
|
+11%
|
|
|
10
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$42.7M
|
+$125K
|
+4,974
|
+0.3%
|
|
|
11
|
Avantax Planning Partners
Dubuque,
Iowa
|
$41.9M
|
-$891K
|
-35,470
|
-2%
|
|
|
12
|
Mercer Global Advisors
Denver,
Colorado
|
$41.3M
|
+$5.2M
|
+206,897
|
+15%
|
|
|
13
|
Bank of New York Mellon
New York
|
$40.8M
|
+$7.76M
|
+309,053
|
+24%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$37.9M
|
-$688K
|
-27,390
|
-2%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$31M
|
-$46.9K
|
-1,865
|
-0.2%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$29.9M
|
+$10.4M
|
+413,107
|
+54%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$29M
|
-$9.91M
|
-394,569
|
-26%
|
|
|
18
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$28.9M
|
+$1.22M
|
+48,713
|
+4%
|
|
|
19
|
Tradewinds Capital Management
Bellingham,
Washington
|
$25.2M
|
+$22.5M
|
+896,806
|
+940%
|
|
|
20
|
Ocean Park Asset Management
Santa Monica,
California
|
$21.6M
|
+$21.3M
|
+848,826
|
New
|
|
|
21
|
|
$20.7M
|
-$4.77M
|
-189,765
|
-19%
|
|
|
22
|
Farther Finance Advisors
San Francisco,
California
|
$18.5M
|
+$2.85M
|
+113,498
|
+18%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$14.7M
|
-$1.91M
|
-76,222
|
-12%
|
|
|
24
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$14.4M
|
+$393K
|
+15,641
|
+3%
|
|
|
25
|
Jordan Park Group
San Francisco,
California
|
$14.3M
|
+$21.9K
|
+871
|
+0.2%
|
|
