|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$229M
|
+$45.7M
|
+1,539,748
|
+25%
|
|
|
2
|
Raymond James & Associates
St Petersburg,
Florida
|
$112M
|
+$8.54M
|
+287,734
|
+8%
|
|
|
3
|
Private Ocean
San Rafael,
California
|
$77.6M
|
+$5.82M
|
+195,996
|
+8%
|
|
|
4
|
|
$69.1M
|
+$68.1M
|
+2,294,386
|
+6,641%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$64.2M
|
-$12.4M
|
-418,670
|
-16%
|
|
|
6
|
SEI Investments
Oaks,
Pennsylvania
|
$62.7M
|
–
|
–
|
–
|
|
|
7
|
|
$41.8M
|
+$6.14M
|
+206,672
|
+17%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$24.7M
|
+$6.09M
|
+204,984
|
+33%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$23.4M
|
+$636K
|
+21,420
|
+3%
|
|
|
10
|
|
$23M
|
+$1.33M
|
+44,774
|
+6%
|
|
|
11
|
Tradewinds Capital Management
Bellingham,
Washington
|
$21M
|
+$2.49M
|
+83,820
|
+13%
|
|
|
12
|
United Capital Financial Advisors
Irving,
Texas
|
$19.1M
|
+$3.89M
|
+131,120
|
+26%
|
|
|
13
|
Avidian Wealth Enterprises
Houston,
Texas
|
$17.9M
|
+$6.64M
|
+223,648
|
+59%
|
|
|
14
|
Avantax Planning Partners
Dubuque,
Iowa
|
$16M
|
-$667K
|
-22,460
|
-4%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.3M
|
+$2.67M
|
+90,064
|
+21%
|
|
|
16
|
1900 Wealth Management
San Antonio,
Texas
|
$13.9M
|
+$2.04M
|
+68,550
|
+17%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$13.7M
|
-$762K
|
-25,664
|
-5%
|
|
|
18
|
SVB Wealth
Boston,
Massachusetts
|
$12.3M
|
-$9.74K
|
-328
|
-0.1%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$11.1M
|
+$995K
|
+33,500
|
+10%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.9M
|
+$572K
|
+19,254
|
+6%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$8.81M
|
-$668K
|
-22,496
|
-7%
|
|
|
22
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$7.95M
|
-$6.5M
|
-219,002
|
-45%
|
|
|
23
|
Barclays
London,
United Kingdom
|
$7.89M
|
+$7.9M
|
+265,998
|
New
|
|
|
24
|
Empirical Wealth Management
Seattle,
Washington
|
$7.25M
|
-$1.13M
|
-38,154
|
-13%
|
|
|
25
|
Allegiant Private Advisors
Sarasota,
Florida
|
$6.62M
|
+$1.64M
|
+55,168
|
+33%
|
|
