|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$354M
|
+$93.1M
|
+3,663,175
|
+36%
|
|
|
2
|
SEI Investments
Oaks,
Pennsylvania
|
$180M
|
-$5.56M
|
-218,788
|
-3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$158M
|
+$57.3M
|
+2,254,740
|
+57%
|
|
|
4
|
|
$153M
|
+$4.54M
|
+178,528
|
+3%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$128M
|
+$13.9M
|
+547,389
|
+12%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$125M
|
-$475K
|
-18,680
|
-0.4%
|
|
|
7
|
Avantax Planning Partners
Dubuque,
Iowa
|
$68.9M
|
-$2.65M
|
-104,075
|
-4%
|
|
|
8
|
Grimes & Company
Westborough,
Massachusetts
|
$57.7M
|
+$1.28M
|
+50,547
|
+2%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$56.6M
|
+$2.56M
|
+100,716
|
+5%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$55.5M
|
+$4.21M
|
+165,721
|
+8%
|
|
|
11
|
|
$43.6M
|
+$3.31M
|
+130,098
|
+8%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$37.1M
|
+$21.4M
|
+841,477
|
+137%
|
|
|
13
|
United Capital Financial Advisors
Irving,
Texas
|
$34M
|
+$394K
|
+15,503
|
+1%
|
|
|
14
|
|
$27.9M
|
+$27.8M
|
+1,095,129
|
New
|
|
|
15
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$25.1M
|
+$1.48M
|
+58,228
|
+6%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$24.4M
|
-$115K
|
-4,533
|
-0.5%
|
|
|
17
|
Ocean Park Asset Management
Santa Monica,
California
|
$21.1M
|
+$3.45M
|
+135,800
|
+20%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$18.3M
|
+$14.9K
|
+586
|
+0.1%
|
|
|
19
|
Tradewinds Capital Management
Bellingham,
Washington
|
$17.9M
|
+$16.9M
|
+664,820
|
+1,737%
|
|
|
20
|
Mercer Global Advisors
Denver,
Colorado
|
$16.7M
|
+$2.42M
|
+95,093
|
+17%
|
|
|
21
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$15.7M
|
-$67.2M
|
-2,642,306
|
-81%
|
|
|
22
|
M&T Bank
Buffalo,
New York
|
$15.2M
|
–
|
–
|
–
|
|
|
23
|
Private Ocean
San Rafael,
California
|
$14.8M
|
-$1.09M
|
-42,883
|
-7%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$14.4M
|
-$1.07M
|
-42,071
|
-7%
|
|
|
25
|
Empirical Wealth Management
Seattle,
Washington
|
$13.6M
|
+$85.9K
|
+3,379
|
+0.6%
|
|
