|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$263M
|
+$40.5M
|
+1,595,938
|
+18%
|
|
|
2
|
SEI Investments
Oaks,
Pennsylvania
|
$187M
|
-$6.42M
|
-252,797
|
-3%
|
|
|
3
|
|
$150M
|
-$72.5M
|
-2,854,376
|
-33%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$126M
|
-$1.27M
|
-50,045
|
-1%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$115M
|
-$11M
|
-434,615
|
-9%
|
|
|
6
|
Manning & Napier Group
Fairport,
New York
|
$107M
|
–
|
–
|
–
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$102M
|
-$36.6M
|
-1,442,113
|
-27%
|
|
|
8
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$83.7M
|
+$25.5M
|
+1,004,521
|
+45%
|
|
|
9
|
Avantax Planning Partners
Dubuque,
Iowa
|
$72.3M
|
-$2.03M
|
-79,966
|
-3%
|
|
|
10
|
Grimes & Company
Westborough,
Massachusetts
|
$56.9M
|
-$730K
|
-28,758
|
-1%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$54.6M
|
-$15.1M
|
-593,016
|
-22%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$51.8M
|
-$20.4M
|
-804,195
|
-29%
|
|
|
13
|
|
$40.6M
|
-$5.31M
|
-209,109
|
-12%
|
|
|
14
|
United Capital Financial Advisors
Irving,
Texas
|
$33.9M
|
+$183K
|
+7,226
|
+0.6%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$24.7M
|
+$2.39M
|
+94,038
|
+11%
|
|
|
16
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$23.8M
|
+$3.47M
|
+136,817
|
+17%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$18.5M
|
+$575K
|
+22,660
|
+3%
|
|
|
18
|
Ocean Park Asset Management
Santa Monica,
California
|
$17.8M
|
+$2.36M
|
+92,900
|
+15%
|
|
|
19
|
Private Ocean
San Rafael,
California
|
$16.1M
|
-$2.39M
|
-94,067
|
-13%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$15.8M
|
+$7.93M
|
+312,245
|
+103%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$15.6M
|
-$1.91M
|
-75,136
|
-11%
|
|
|
22
|
M&T Bank
Buffalo,
New York
|
$15.4M
|
+$9.2M
|
+362,200
|
+154%
|
|
|
23
|
Mercer Global Advisors
Denver,
Colorado
|
$14.4M
|
+$1.5M
|
+59,245
|
+12%
|
|
|
24
|
Empirical Wealth Management
Seattle,
Washington
|
$13.6M
|
+$1.02M
|
+40,007
|
+8%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$11.4M
|
+$1.4M
|
+55,066
|
+14%
|
|
