|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$250M
|
+$14.8M
|
+492,976
|
+6%
|
|
|
2
|
Raymond James & Associates
St Petersburg,
Florida
|
$123M
|
+$8.36M
|
+278,250
|
+7%
|
|
|
3
|
Private Ocean
San Rafael,
California
|
$83.3M
|
+$3.68M
|
+122,564
|
+5%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$72.1M
|
+$6.23M
|
+207,480
|
+10%
|
|
|
5
|
|
$69.6M
|
-$1.18M
|
-39,172
|
-2%
|
|
|
6
|
SEI Investments
Oaks,
Pennsylvania
|
$60.5M
|
-$4.04M
|
-134,454
|
-6%
|
|
|
7
|
|
$45.6M
|
+$2.76M
|
+91,832
|
+7%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$32.1M
|
+$6.73M
|
+224,186
|
+27%
|
|
|
9
|
Tradewinds Capital Management
Bellingham,
Washington
|
$27.8M
|
+$6.23M
|
+207,536
|
+29%
|
|
|
10
|
|
$26.8M
|
+$3.21M
|
+106,978
|
+14%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$25.1M
|
+$1.09M
|
+36,340
|
+5%
|
|
|
12
|
United Capital Financial Advisors
Irving,
Texas
|
$24.6M
|
+$5.01M
|
+166,922
|
+26%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$20.8M
|
+$14.7M
|
+490,276
|
+251%
|
|
|
14
|
Avidian Wealth Enterprises
Houston,
Texas
|
$18.1M
|
-$275K
|
-9,160
|
-2%
|
|
|
15
|
Avantax Planning Partners
Dubuque,
Iowa
|
$15.7M
|
-$716K
|
-23,852
|
-4%
|
|
|
16
|
1900 Wealth Management
San Antonio,
Texas
|
$15.6M
|
+$1.33M
|
+44,374
|
+9%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$14.7M
|
+$3.41M
|
+113,624
|
+31%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.5M
|
-$1.13M
|
-37,772
|
-7%
|
|
|
19
|
American Family Insurance Mutual Holding
Madison,
Wisconsin
|
$13.4M
|
+$13.2M
|
+440,000
|
New
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$13.3M
|
-$752K
|
-25,022
|
-5%
|
|
|
21
|
SVB Wealth
Boston,
Massachusetts
|
$12.5M
|
-$101K
|
-3,356
|
-0.8%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$12M
|
+$593K
|
+19,740
|
+5%
|
|
|
23
|
Renaissance Technologies
New York
|
$11.4M
|
+$8.76M
|
+291,504
|
+351%
|
|
|
24
|
Empirical Wealth Management
Seattle,
Washington
|
$9.49M
|
+$2.03M
|
+67,480
|
+28%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$8.79M
|
-$239K
|
-7,944
|
-3%
|
|
