|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$262M
|
+$15.5M
|
+509,430
|
+6%
|
|
|
2
|
Raymond James & Associates
St Petersburg,
Florida
|
$129M
|
+$8M
|
+263,354
|
+7%
|
|
|
3
|
Private Ocean
San Rafael,
California
|
$86.7M
|
+$4.61M
|
+151,946
|
+6%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$70.2M
|
-$897K
|
-29,536
|
-1%
|
|
|
5
|
SEI Investments
Oaks,
Pennsylvania
|
$58.5M
|
-$1.22M
|
-40,068
|
-2%
|
|
|
6
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$54M
|
+$83.3M
|
+2,743,736
|
+10,685%
|
|
|
7
|
|
$49.1M
|
+$4.19M
|
+137,908
|
+9%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$36.6M
|
+$5.02M
|
+165,410
|
+16%
|
|
|
9
|
|
$33.4M
|
+$7.05M
|
+232,212
|
+26%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$30.1M
|
+$5.4M
|
+177,764
|
+22%
|
|
|
11
|
United Capital Financial Advisors
Irving,
Texas
|
$28.6M
|
+$4.37M
|
+143,820
|
+18%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$20.5M
|
-$7.11K
|
-234
|
-0%
|
|
|
13
|
Tradewinds Capital Management
Bellingham,
Washington
|
$17.8M
|
-$9.75M
|
-321,166
|
-35%
|
|
|
14
|
1900 Wealth Management
San Antonio,
Texas
|
$15.3M
|
-$75K
|
-2,470
|
-0.5%
|
|
|
15
|
Avantax Planning Partners
Dubuque,
Iowa
|
$15.3M
|
-$145K
|
-4,766
|
-0.9%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.4M
|
+$27.3K
|
+900
|
+0.2%
|
|
|
17
|
Avidian Wealth Enterprises
Houston,
Texas
|
$14.2M
|
-$3.67M
|
-120,972
|
-20%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$14.1M
|
+$1.03M
|
+33,928
|
+8%
|
|
|
19
|
American Family Insurance Mutual Holding
Madison,
Wisconsin
|
$13.2M
|
–
|
–
|
–
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$13M
|
+$4.85M
|
+159,808
|
+58%
|
|
|
21
|
SVB Wealth
Boston,
Massachusetts
|
$13M
|
+$667K
|
+21,982
|
+5%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$12.8M
|
+$961K
|
+31,650
|
+8%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.8M
|
-$2.72M
|
-89,512
|
-19%
|
|
|
24
|
Mariner
Overland Park,
Kansas
|
$11M
|
+$8.57M
|
+282,094
|
+327%
|
|
|
25
|
Empirical Wealth Management
Seattle,
Washington
|
$10.1M
|
+$717K
|
+23,604
|
+8%
|
|
