|
1
|
Raymond James & Associates
St Petersburg,
Florida
|
$122M
|
-$1.63M
|
-62,232
|
-1%
|
|
|
2
|
SEI Investments
Oaks,
Pennsylvania
|
$112M
|
+$19.7M
|
+750,862
|
+21%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$109M
|
-$34.1M
|
-1,303,902
|
-24%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$89M
|
+$13.4M
|
+512,426
|
+17%
|
|
|
5
|
Avantax Planning Partners
Dubuque,
Iowa
|
$73.9M
|
+$31.8M
|
+1,214,180
|
+73%
|
|
|
6
|
Private Ocean
San Rafael,
California
|
$62.4M
|
-$13.3M
|
-507,594
|
-17%
|
|
|
7
|
|
$52.6M
|
+$5M
|
+190,936
|
+10%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$47.3M
|
+$9.05M
|
+345,954
|
+23%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$46.6M
|
+$34.6M
|
+1,320,380
|
+266%
|
|
|
10
|
United Capital Financial Advisors
Irving,
Texas
|
$40.8M
|
+$6.87M
|
+262,596
|
+20%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$33.4M
|
+$5.96M
|
+227,772
|
+21%
|
|
|
12
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$30.8M
|
+$31.4M
|
+1,200,000
|
New
|
|
|
13
|
|
$27.7M
|
-$1.79M
|
-68,566
|
-6%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24.6M
|
+$10.8M
|
+414,458
|
+77%
|
|
|
15
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$24.5M
|
+$24.2M
|
+924,708
|
+3,296%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$21.3M
|
+$19.8M
|
+754,752
|
+1,018%
|
|
|
17
|
1900 Wealth Management
San Antonio,
Texas
|
$15.6M
|
+$1.04M
|
+39,664
|
+7%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$13.4M
|
-$3.76M
|
-143,706
|
-22%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$12M
|
+$1.42M
|
+54,162
|
+13%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$11.1M
|
+$2.22M
|
+84,812
|
+24%
|
|
|
21
|
Parcion Private Wealth
Bellevue,
Washington
|
$10.6M
|
+$10.6M
|
+403,638
|
New
|
|
|
22
|
Mariner
Overland Park,
Kansas
|
$10.4M
|
-$4.96M
|
-189,328
|
-32%
|
|
|
23
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$9.99M
|
+$9.61M
|
+367,114
|
+1,691%
|
|
|
24
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$9M
|
-$1.12M
|
-42,728
|
-11%
|
|
|
25
|
Parkside Investments
Deerfield,
Illinois
|
$7.74M
|
+$3.19M
|
+122,050
|
+68%
|
|
