|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$183M
|
+$26.8M
|
+930,098
|
+18%
|
|
|
2
|
Raymond James & Associates
St Petersburg,
Florida
|
$103M
|
+$5.75M
|
+199,826
|
+6%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$76.1M
|
+$15.5M
|
+537,350
|
+26%
|
|
|
4
|
Private Ocean
San Rafael,
California
|
$71.4M
|
+$32.4M
|
+1,126,252
|
+87%
|
|
|
5
|
SEI Investments
Oaks,
Pennsylvania
|
$62.7M
|
-$2.12M
|
-73,480
|
-3%
|
|
|
6
|
|
$35.5M
|
+$342K
|
+11,876
|
+1%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$22.7M
|
-$783K
|
-27,196
|
-3%
|
|
|
8
|
|
$21.5M
|
+$1.4M
|
+48,586
|
+7%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.5M
|
+$4.15M
|
+144,020
|
+30%
|
|
|
10
|
Tradewinds Capital Management
Bellingham,
Washington
|
$18.4M
|
+$17.9M
|
+621,878
|
+41,021%
|
|
|
11
|
Avantax Planning Partners
Dubuque,
Iowa
|
$16.6M
|
-$4.46M
|
-155,044
|
-22%
|
|
|
12
|
United Capital Financial Advisors
Irving,
Texas
|
$15.1M
|
+$3.84M
|
+133,408
|
+35%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$14.4M
|
+$852K
|
+29,594
|
+6%
|
|
|
14
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$14.4M
|
-$5.9M
|
-204,812
|
-30%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.6M
|
+$3.2M
|
+111,032
|
+35%
|
|
|
16
|
SVB Wealth
Boston,
Massachusetts
|
$12.2M
|
+$1.14M
|
+39,676
|
+11%
|
|
|
17
|
1900 Wealth Management
San Antonio,
Texas
|
$11.8M
|
+$11.6M
|
+401,194
|
New
|
|
|
18
|
Avidian Wealth Enterprises
Houston,
Texas
|
$11.2M
|
+$2.05M
|
+71,222
|
+23%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.3M
|
+$594K
|
+20,620
|
+6%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$10M
|
-$700K
|
-24,310
|
-7%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$9.39M
|
+$2.84M
|
+98,540
|
+45%
|
|
|
22
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$8.43M
|
+$8.23M
|
+285,950
|
New
|
|
|
23
|
Empirical Wealth Management
Seattle,
Washington
|
$8.34M
|
+$211K
|
+7,318
|
+3%
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$7.46M
|
-$318K
|
-11,048
|
-4%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$7.21M
|
+$1.25M
|
+43,558
|
+22%
|
|
