|
1
|
|
$201M
|
+$113M
|
+4,644,250
|
+130%
|
|
|
2
|
SEI Investments
Oaks,
Pennsylvania
|
$175M
|
+$91.4M
|
+3,751,414
|
+111%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$171M
|
+$85.5M
|
+3,511,762
|
+101%
|
|
|
4
|
Fidelity Investments
Boston,
Massachusetts
|
$169M
|
+$32.9M
|
+1,352,842
|
+24%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$108M
|
+$2.63M
|
+108,118
|
+3%
|
|
|
6
|
|
$78.4M
|
+$77.9M
|
+3,200,082
|
New
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$70.9M
|
+$49.5M
|
+2,031,768
|
+235%
|
|
|
8
|
Avantax Planning Partners
Dubuque,
Iowa
|
$63.1M
|
+$7.9M
|
+324,190
|
+14%
|
|
|
9
|
United Capital Financial Advisors
Irving,
Texas
|
$50.8M
|
+$2.02M
|
+83,094
|
+4%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$50.4M
|
-$1.59M
|
-65,346
|
-3%
|
|
|
11
|
Parcion Private Wealth
Bellevue,
Washington
|
$45.2M
|
+$33M
|
+1,353,702
|
+274%
|
|
|
12
|
Private Ocean
San Rafael,
California
|
$44.8M
|
-$17.1M
|
-701,202
|
-28%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$43.9M
|
+$8.94M
|
+366,940
|
+26%
|
|
|
14
|
|
$40.4M
|
+$14.3M
|
+587,070
|
+55%
|
|
|
15
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$16.1M
|
+$16.4M
|
+674,774
|
+115%
|
|
|
16
|
SG Americas Securities
New York
|
$15.6M
|
+$15.5M
|
+636,400
|
New
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15M
|
+$4.92M
|
+202,074
|
+49%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$14M
|
+$4.31M
|
+176,864
|
+43%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$14M
|
+$11.7M
|
+482,014
|
+532%
|
|
|
20
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$13.1M
|
+$4.01M
|
+164,514
|
+45%
|
|
|
21
|
1900 Wealth Management
San Antonio,
Texas
|
$12.7M
|
-$1.94M
|
-79,780
|
-13%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$12.4M
|
-$3.1M
|
-127,184
|
-20%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$12.4M
|
+$4.56M
|
+187,102
|
+58%
|
|
|
24
|
CX Institutional
Auburn,
Indiana
|
$11.9M
|
+$5.54M
|
+227,356
|
+88%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$11.5M
|
+$411K
|
+16,892
|
+4%
|
|
