|
1
|
|
$220M
|
+$141M
|
+5,823,825
|
+202%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$219M
|
+$234K
|
+9,664
|
+0.1%
|
|
|
3
|
SEI Investments
Oaks,
Pennsylvania
|
$191M
|
+$23.8M
|
+986,580
|
+15%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$137M
|
+$40.7M
|
+1,682,931
|
+45%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$126M
|
+$1.26M
|
+52,349
|
+1%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$124M
|
+$15.6M
|
+645,238
|
+15%
|
|
|
7
|
Avantax Planning Partners
Dubuque,
Iowa
|
$73.2M
|
-$3.09M
|
-128,066
|
-4%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$71.3M
|
+$10.3M
|
+426,430
|
+18%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$68.7M
|
+$12.6M
|
+519,723
|
+24%
|
|
|
10
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$57M
|
+$54.5M
|
+2,253,790
|
New
|
|
|
11
|
Grimes & Company
Westborough,
Massachusetts
|
$56.8M
|
+$54.3M
|
+2,245,555
|
New
|
|
|
12
|
|
$45.3M
|
+$16.9M
|
+699,179
|
+64%
|
|
|
13
|
United Capital Financial Advisors
Irving,
Texas
|
$33.2M
|
-$24.1M
|
-996,627
|
-43%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$21.9M
|
+$6.13M
|
+253,843
|
+41%
|
|
|
15
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$20M
|
+$1.61M
|
+66,652
|
+9%
|
|
|
16
|
Private Ocean
San Rafael,
California
|
$18.2M
|
-$9.53M
|
-394,450
|
-35%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$17.6M
|
+$5.29M
|
+218,907
|
+46%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$17.3M
|
+$1.57M
|
+64,799
|
+10%
|
|
|
19
|
Ocean Park Asset Management
Santa Monica,
California
|
$15.2M
|
+$14.5M
|
+601,500
|
New
|
|
|
20
|
Washington Trust Bank
Spokane,
Washington
|
$14M
|
+$12M
|
+495,768
|
+839%
|
|
|
21
|
Mercer Global Advisors
Denver,
Colorado
|
$12.7M
|
+$792K
|
+32,777
|
+7%
|
|
|
22
|
Empirical Wealth Management
Seattle,
Washington
|
$12.4M
|
-$1.21M
|
-49,969
|
-9%
|
|
|
23
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$11.2M
|
-$389K
|
-16,101
|
-4%
|
|
|
24
|
Axxcess Wealth Management
Carlsbad,
California
|
$10.8M
|
-$280K
|
-11,575
|
-3%
|
|
|
25
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$10.8M
|
-$1.28M
|
-53,076
|
-11%
|
|
