|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$220M
|
+$34.5M
|
+1,385,886
|
+19%
|
|
|
2
|
SEI Investments
Oaks,
Pennsylvania
|
$151M
|
-$11.6M
|
-466,465
|
-7%
|
|
|
3
|
Raymond James & Associates
St Petersburg,
Florida
|
$121M
|
+$2.46M
|
+98,874
|
+2%
|
|
|
4
|
|
$120M
|
-$304K
|
-12,236
|
-0.3%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$85.3M
|
-$3.65M
|
-146,783
|
-4%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$80.9M
|
+$26.8M
|
+1,077,829
|
+50%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$64.8M
|
+$9.86M
|
+396,191
|
+18%
|
|
|
8
|
United Capital Financial Advisors
Irving,
Texas
|
$64.1M
|
+$3.01M
|
+120,911
|
+5%
|
|
|
9
|
Avantax Planning Partners
Dubuque,
Iowa
|
$57.2M
|
-$6.33M
|
-254,580
|
-10%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$51M
|
+$3.16M
|
+126,829
|
+7%
|
|
|
11
|
Private Ocean
San Rafael,
California
|
$36.9M
|
-$12.6M
|
-505,357
|
-26%
|
|
|
12
|
|
$26.9M
|
+$1.48M
|
+59,360
|
+6%
|
|
|
13
|
Jordan Park Group
San Francisco,
California
|
$20.3M
|
-$7.47M
|
-300,218
|
-27%
|
|
|
14
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$17.8M
|
+$1.05M
|
+42,176
|
+6%
|
|
|
15
|
1900 Wealth Management
San Antonio,
Texas
|
$16.1M
|
+$3.24M
|
+130,244
|
+25%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$15.1M
|
+$1.37M
|
+54,911
|
+10%
|
|
|
17
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$14.4M
|
+$1.23M
|
+49,605
|
+9%
|
|
|
18
|
Mercer Global Advisors
Denver,
Colorado
|
$13.3M
|
+$2.36M
|
+95,005
|
+22%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$12.9M
|
+$191K
|
+7,661
|
+2%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$12.9M
|
+$750K
|
+30,153
|
+6%
|
|
|
21
|
CX Institutional
Auburn,
Indiana
|
$12.2M
|
-$234K
|
-9,393
|
-2%
|
|
|
22
|
Empirical Wealth Management
Seattle,
Washington
|
$11.5M
|
+$1.71M
|
+68,897
|
+18%
|
|
|
23
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$11.1M
|
+$7.42M
|
+298,264
|
+205%
|
|
|
24
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$11M
|
-$196K
|
-7,888
|
-2%
|
|
|
25
|
Parkside Investments
Deerfield,
Illinois
|
$9.58M
|
-$166K
|
-6,675
|
-2%
|
|
