|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$150M
|
+$51.5M
|
+1,807,628
|
+52%
|
|
|
2
|
Raymond James & Associates
St Petersburg,
Florida
|
$93.4M
|
+$13.2M
|
+462,908
|
+16%
|
|
|
3
|
SEI Investments
Oaks,
Pennsylvania
|
$62.5M
|
-$2.59M
|
-90,714
|
-4%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$58.1M
|
+$4.61M
|
+161,510
|
+9%
|
|
|
5
|
Private Ocean
San Rafael,
California
|
$36.8M
|
+$7.48M
|
+262,254
|
+25%
|
|
|
6
|
|
$33.9M
|
+$6.38M
|
+223,888
|
+23%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$22.6M
|
+$995K
|
+34,898
|
+5%
|
|
|
8
|
Avantax Planning Partners
Dubuque,
Iowa
|
$20.4M
|
-$919K
|
-32,226
|
-4%
|
|
|
9
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$19.7M
|
-$5.63M
|
-197,318
|
-22%
|
|
|
10
|
|
$19.4M
|
+$137K
|
+4,804
|
+0.7%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.7M
|
+$3.94M
|
+138,238
|
+40%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$13M
|
+$618K
|
+21,674
|
+5%
|
|
|
13
|
United Capital Financial Advisors
Irving,
Texas
|
$10.8M
|
+$10.5M
|
+367,586
|
+3,252%
|
|
|
14
|
SVB Wealth
Boston,
Massachusetts
|
$10.7M
|
+$2.12M
|
+74,474
|
+25%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$10.4M
|
-$934K
|
-32,758
|
-8%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.35M
|
+$1.14M
|
+39,882
|
+14%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.95M
|
-$768K
|
-26,934
|
-8%
|
|
|
18
|
Avidian Wealth Enterprises
Houston,
Texas
|
$8.81M
|
+$2.47M
|
+86,540
|
+39%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$7.86M
|
-$2.59M
|
-90,722
|
-25%
|
|
|
20
|
Empirical Wealth Management
Seattle,
Washington
|
$7.83M
|
+$381K
|
+13,372
|
+5%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$7.51M
|
+$1.53M
|
+53,570
|
+25%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$6.29M
|
-$1.1M
|
-38,582
|
-15%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$5.72M
|
-$1.01M
|
-35,554
|
-15%
|
|
|
24
|
Riversedge Advisors
Wilmington,
Delaware
|
$5.46M
|
+$189K
|
+6,616
|
+4%
|
|
|
25
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$5.24M
|
+$1M
|
+35,160
|
+24%
|
|
