|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$153M
|
-$80.3M
|
-2,787,818
|
-34%
|
|
|
2
|
Raymond James & Associates
St Petersburg,
Florida
|
$132M
|
+$5.29M
|
+183,790
|
+4%
|
|
|
3
|
SEI Investments
Oaks,
Pennsylvania
|
$99.6M
|
+$34.6M
|
+1,200,624
|
+50%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$81.4M
|
+$3.64M
|
+126,362
|
+4%
|
|
|
5
|
Private Ocean
San Rafael,
California
|
$80.9M
|
-$245K
|
-8,520
|
-0.3%
|
|
|
6
|
|
$70.2M
|
+$71M
|
+2,467,098
|
+3,148%
|
|
|
7
|
|
$51.2M
|
+$2.5M
|
+86,714
|
+5%
|
|
|
8
|
Avantax Planning Partners
Dubuque,
Iowa
|
$45.8M
|
+$31.1M
|
+1,079,090
|
+185%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$41.2M
|
-$605K
|
-21,010
|
-1%
|
|
|
10
|
United Capital Financial Advisors
Irving,
Texas
|
$36.6M
|
+$6.3M
|
+218,964
|
+20%
|
|
|
11
|
|
$31.6M
|
-$1.29M
|
-44,738
|
-4%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$29.5M
|
-$551K
|
-19,132
|
-2%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$18.2M
|
+$3.09M
|
+107,412
|
+19%
|
|
|
14
|
Mariner
Overland Park,
Kansas
|
$16.4M
|
+$6.9M
|
+239,686
|
+68%
|
|
|
15
|
1900 Wealth Management
San Antonio,
Texas
|
$15.6M
|
+$530K
|
+18,396
|
+3%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.9M
|
+$1.33M
|
+46,192
|
+9%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$13.7M
|
+$287K
|
+9,976
|
+2%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$12.4M
|
-$259K
|
-9,002
|
-2%
|
|
|
19
|
Avidian Wealth Enterprises
Houston,
Texas
|
$12.3M
|
-$326K
|
-11,318
|
-2%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$11.4M
|
+$1M
|
+34,868
|
+9%
|
|
|
21
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$10.8M
|
-$1.69M
|
-58,664
|
-13%
|
|
|
22
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$10.6M
|
+$357K
|
+12,392
|
+3%
|
|
|
23
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$10.3M
|
+$11M
|
+382,046
|
New
|
|
|
24
|
Empirical Wealth Management
Seattle,
Washington
|
$9.99M
|
-$459K
|
-15,928
|
-4%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$9.59M
|
+$1.59M
|
+55,098
|
+19%
|
|
