|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$133M
|
+$33.7M
|
+1,311,284
|
+31%
|
|
|
2
|
Raymond James & Associates
St Petersburg,
Florida
|
$104M
|
-$10.5M
|
-409,630
|
-9%
|
|
|
3
|
|
$85.4M
|
+$38.9M
|
+1,516,062
|
+74%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$83M
|
-$70.6K
|
-2,750
|
-0.1%
|
|
|
5
|
SEI Investments
Oaks,
Pennsylvania
|
$81.1M
|
-$25.1M
|
-978,768
|
-22%
|
|
|
6
|
Private Ocean
San Rafael,
California
|
$60.7M
|
+$2.69M
|
+104,974
|
+4%
|
|
|
7
|
Avantax Planning Partners
Dubuque,
Iowa
|
$53.9M
|
-$16M
|
-624,370
|
-22%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$50.9M
|
+$7.26M
|
+282,874
|
+15%
|
|
|
9
|
United Capital Financial Advisors
Irving,
Texas
|
$47.7M
|
+$10.3M
|
+401,714
|
+25%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$34.2M
|
+$3.31M
|
+129,070
|
+10%
|
|
|
11
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$28.8M
|
–
|
–
|
–
|
|
|
12
|
|
$25.5M
|
-$348K
|
-13,542
|
-1%
|
|
|
13
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$25.3M
|
+$27.1M
|
+1,054,924
|
New
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$20.7M
|
-$24.4M
|
-950,654
|
-52%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$15.1M
|
+$5.12M
|
+199,586
|
+46%
|
|
|
16
|
1900 Wealth Management
San Antonio,
Texas
|
$14.4M
|
-$161K
|
-6,252
|
-1%
|
|
|
17
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$13.8M
|
+$15.1M
|
+587,020
|
New
|
|
|
18
|
Parcion Private Wealth
Bellevue,
Washington
|
$11.8M
|
+$2.32M
|
+90,370
|
+22%
|
|
|
19
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$11.1M
|
+$1.93M
|
+75,032
|
+19%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$10.9M
|
-$365K
|
-14,212
|
-3%
|
|
|
21
|
Avidian Wealth Enterprises
Houston,
Texas
|
$10.3M
|
+$3.74M
|
+145,806
|
+52%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.97M
|
-$2.67M
|
-103,858
|
-20%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.82M
|
-$14M
|
-546,286
|
-57%
|
|
|
24
|
Parkside Investments
Deerfield,
Illinois
|
$9.25M
|
+$2.17M
|
+84,600
|
+28%
|
|
|
25
|
Mercer Global Advisors
Denver,
Colorado
|
$8.97M
|
+$3.35M
|
+130,552
|
+54%
|
|
