|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$206M
|
-$3.54M
|
-143,322
|
-2%
|
|
|
2
|
SEI Investments
Oaks,
Pennsylvania
|
$156M
|
+$12.9M
|
+524,364
|
+9%
|
|
|
3
|
Raymond James & Associates
St Petersburg,
Florida
|
$117M
|
+$2.2M
|
+88,952
|
+2%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$101M
|
+$25.3M
|
+1,025,046
|
+32%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$88.8M
|
+$7.8M
|
+316,070
|
+9%
|
|
|
6
|
Avantax Planning Partners
Dubuque,
Iowa
|
$72M
|
+$18.2M
|
+736,338
|
+32%
|
|
|
7
|
|
$68.7M
|
-$47.6M
|
-1,929,802
|
-40%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$57M
|
-$4.93M
|
-199,502
|
-8%
|
|
|
9
|
United Capital Financial Advisors
Irving,
Texas
|
$55M
|
-$6.26M
|
-253,428
|
-10%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$52.3M
|
+$3.84M
|
+155,713
|
+8%
|
|
|
11
|
Private Ocean
San Rafael,
California
|
$26.5M
|
-$8.87M
|
-359,380
|
-24%
|
|
|
12
|
|
$26M
|
+$434K
|
+17,580
|
+2%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17.7M
|
+$9.77M
|
+395,670
|
+114%
|
|
|
14
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$17.3M
|
+$3.69M
|
+149,586
|
+26%
|
|
|
15
|
1900 Wealth Management
San Antonio,
Texas
|
$15.1M
|
-$286K
|
-11,591
|
-2%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$14.7M
|
+$342K
|
+13,867
|
+2%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$14.5M
|
+$2.44M
|
+98,916
|
+19%
|
|
|
18
|
Tradewinds Capital Management
Bellingham,
Washington
|
$12.9M
|
+$13.4M
|
+541,263
|
+279,002%
|
|
|
19
|
Empirical Wealth Management
Seattle,
Washington
|
$12.9M
|
+$2.03M
|
+82,198
|
+18%
|
|
|
20
|
CX Institutional
Auburn,
Indiana
|
$12.3M
|
+$743K
|
+30,111
|
+6%
|
|
|
21
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$11.9M
|
+$881K
|
+35,670
|
+8%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$11.4M
|
-$943K
|
-38,206
|
-7%
|
|
|
23
|
Mercer Global Advisors
Denver,
Colorado
|
$11.2M
|
-$1.52M
|
-61,405
|
-12%
|
|
|
24
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$10.9M
|
+$397K
|
+16,060
|
+4%
|
|
|
25
|
Axxcess Wealth Management
Carlsbad,
California
|
$10.5M
|
+$10.9M
|
+440,341
|
New
|
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