|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$73.8M
|
+$14.8M
|
+511,672
|
+23%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$67.9M
|
+$43.5M
|
+1,503,902
|
+154%
|
|
|
3
|
SEI Investments
Oaks,
Pennsylvania
|
$52.2M
|
+$43.5M
|
+1,503,878
|
+372%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$28.2M
|
+$169K
|
+5,860
|
+0.6%
|
|
|
5
|
|
$25.2M
|
-$35.1M
|
-1,214,642
|
-57%
|
|
|
6
|
Private Ocean
San Rafael,
California
|
$20.8M
|
+$11.1M
|
+385,312
|
+103%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$19.7M
|
+$2.19M
|
+75,652
|
+12%
|
|
|
8
|
Tradewinds Capital Management
Bellingham,
Washington
|
$18.2M
|
+$16.7M
|
+576,880
|
+643%
|
|
|
9
|
|
$18.1M
|
+$1.03M
|
+35,542
|
+6%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$13.9M
|
-$1.86M
|
-64,406
|
-11%
|
|
|
11
|
Empirical Wealth Management
Seattle,
Washington
|
$7.17M
|
-$5.97M
|
-206,612
|
-44%
|
|
|
12
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$6.95M
|
+$139K
|
+4,792
|
+2%
|
|
|
13
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$6.39M
|
+$5.64M
|
+195,022
|
+506%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.11M
|
+$7.39M
|
+255,748
|
New
|
|
|
15
|
Cardan Capital Partners
Denver,
Colorado
|
$5.98M
|
-$259K
|
-8,946
|
-4%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$5.16M
|
-$188K
|
-6,506
|
-3%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$5.05M
|
+$477K
|
+16,508
|
+10%
|
|
|
18
|
SVB Wealth
Boston,
Massachusetts
|
$4.92M
|
+$5.2M
|
+179,736
|
New
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$4.81M
|
-$1.45M
|
-50,316
|
-22%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.7M
|
+$3.21M
|
+110,994
|
+182%
|
|
|
21
|
Avidian Wealth Enterprises
Houston,
Texas
|
$4.59M
|
+$630K
|
+21,792
|
+15%
|
|
|
22
|
Parkside Investments
Deerfield,
Illinois
|
$4.09M
|
+$565K
|
+19,556
|
+15%
|
|
|
23
|
Riversedge Advisors
Wilmington,
Delaware
|
$3.73M
|
+$3.58M
|
+123,786
|
+997%
|
|
|
24
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$3.34M
|
+$969K
|
+33,524
|
+38%
|
|
|
25
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$3.33M
|
+$576K
|
+19,926
|
+20%
|
|
