|
1
|
Bank of America
Charlotte,
North Carolina
|
$55.3M
|
+$43.1M
|
+1,549,682
|
+368%
|
|
|
2
|
Avantax Planning Partners
Dubuque,
Iowa
|
$40M
|
+$39.7M
|
+1,426,632
|
+92,398%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$31.9M
|
-$1.86M
|
-66,866
|
-6%
|
|
|
4
|
|
$24.2M
|
+$3.43M
|
+123,214
|
+17%
|
|
|
5
|
SEI Investments
Oaks,
Pennsylvania
|
$23.7M
|
+$23.4M
|
+840,988
|
+19,704%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$23.3M
|
-$4.5M
|
-161,768
|
-16%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$14.5M
|
+$2.02M
|
+72,590
|
+16%
|
|
|
8
|
|
$13.2M
|
+$202K
|
+7,280
|
+2%
|
|
|
9
|
Empirical Wealth Management
Seattle,
Washington
|
$11.2M
|
+$567K
|
+20,398
|
+5%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$7.87M
|
+$4.69M
|
+168,490
|
+150%
|
|
|
11
|
Cardan Capital Partners
Denver,
Colorado
|
$7.51M
|
+$957K
|
+34,392
|
+15%
|
|
|
12
|
Renaissance Technologies
New York
|
$7.38M
|
+$6.19M
|
+222,600
|
+548%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.66M
|
+$166K
|
+5,976
|
+3%
|
|
|
14
|
Mackay Shields LLC
New York
|
$6.09M
|
–
|
–
|
–
|
|
|
15
|
|
$5.61M
|
–
|
–
|
–
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.18M
|
+$1.48M
|
+53,218
|
+55%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$3.92M
|
+$1.08M
|
+38,828
|
+38%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$3.79M
|
+$1.22M
|
+43,994
|
+48%
|
|
|
19
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$3.47M
|
+$3.44M
|
+123,794
|
New
|
|
|
20
|
Private Ocean
San Rafael,
California
|
$3.46M
|
+$606K
|
+21,790
|
+21%
|
|
|
21
|
William Blair & Company
Chicago,
Illinois
|
$3.35M
|
-$76.4K
|
-2,746
|
-2%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.71M
|
+$1.8M
|
+64,798
|
+204%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.69M
|
+$2.67M
|
+95,974
|
New
|
|
|
24
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$2.54M
|
+$2.29M
|
+82,490
|
+997%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.52M
|
-$98K
|
-3,522
|
-4%
|
|
