|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$185M
|
+$12.5M
|
+499,105
|
+7%
|
|
|
2
|
SEI Investments
Oaks,
Pennsylvania
|
$163M
|
-$16M
|
-640,656
|
-9%
|
|
|
3
|
|
$121M
|
-$84.5M
|
-3,381,104
|
-41%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$118M
|
+$7.36M
|
+294,563
|
+7%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$89.1M
|
-$85.4M
|
-3,416,319
|
-49%
|
|
|
6
|
Avantax Planning Partners
Dubuque,
Iowa
|
$63.6M
|
-$880K
|
-35,203
|
-1%
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
$61.1M
|
+$9.21M
|
+368,307
|
+18%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$55M
|
+$3.42M
|
+136,630
|
+7%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$54M
|
-$18.5M
|
-739,177
|
-26%
|
|
|
10
|
Private Ocean
San Rafael,
California
|
$49.6M
|
+$3.7M
|
+147,849
|
+8%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$47.9M
|
+$2.98M
|
+119,355
|
+7%
|
|
|
12
|
Jordan Park Group
San Francisco,
California
|
$27.8M
|
+$25M
|
+998,458
|
+880%
|
|
|
13
|
|
$25.4M
|
-$15.9M
|
-636,290
|
-39%
|
|
|
14
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$16.7M
|
-$14.8M
|
-590,015
|
-47%
|
|
|
15
|
1900 Wealth Management
San Antonio,
Texas
|
$16M
|
-$169K
|
-6,747
|
-1%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$13.8M
|
+$1.99M
|
+79,730
|
+17%
|
|
|
17
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$13.1M
|
-$205K
|
-8,188
|
-2%
|
|
|
18
|
Renaissance Technologies
New York
|
$13M
|
+$7.67M
|
+306,900
|
+144%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$12.7M
|
-$850
|
-34
|
-0%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$12.6M
|
-$2.22M
|
-88,626
|
-15%
|
|
|
21
|
CX Institutional
Auburn,
Indiana
|
$12.4M
|
+$278K
|
+11,125
|
+2%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$12.1M
|
-$512K
|
-20,484
|
-4%
|
|
|
23
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$11.3M
|
-$50.8K
|
-2,032
|
-0.5%
|
|
|
24
|
Mercer Global Advisors
Denver,
Colorado
|
$10.9M
|
-$8.14M
|
-325,549
|
-43%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.97M
|
-$5.34M
|
-213,575
|
-35%
|
|
