|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$397M
|
+$31.7M
|
+1,221,411
|
+9%
|
|
|
2
|
SEI Investments
Oaks,
Pennsylvania
|
$150M
|
-$35.5M
|
-1,366,515
|
-19%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$133M
|
+$1.4M
|
+54,098
|
+1%
|
|
|
4
|
|
$129M
|
-$29.4M
|
-1,131,534
|
-19%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$127M
|
-$1.18M
|
-45,464
|
-0.9%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$107M
|
-$55.7M
|
-2,146,628
|
-34%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$62.3M
|
+$3.79M
|
+146,261
|
+7%
|
|
|
8
|
Grimes & Company
Westborough,
Massachusetts
|
$60.8M
|
+$1.2M
|
+46,203
|
+2%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$58.7M
|
+$1.45M
|
+55,801
|
+3%
|
|
|
10
|
Avantax Planning Partners
Dubuque,
Iowa
|
$53.4M
|
-$17.6M
|
-678,059
|
-25%
|
|
|
11
|
|
$51.3M
|
+$6.22M
|
+239,656
|
+14%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$40.8M
|
+$2.54M
|
+98,024
|
+7%
|
|
|
13
|
United Capital Financial Advisors
Irving,
Texas
|
$35M
|
-$107K
|
-4,115
|
-0.3%
|
|
|
14
|
Ocean Park Asset Management
Santa Monica,
California
|
$31.4M
|
+$9.45M
|
+364,200
|
+44%
|
|
|
15
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$27.5M
|
+$1.59M
|
+61,340
|
+6%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$25.3M
|
+$140K
|
+5,409
|
+0.6%
|
|
|
17
|
Wealthspire Advisors (New York)
New York
|
$23.7M
|
+$23.4M
|
+900,292
|
New
|
|
|
18
|
Renaissance Technologies
New York
|
$18.5M
|
+$9.98M
|
+384,628
|
+121%
|
|
|
19
|
Mercer Global Advisors
Denver,
Colorado
|
$18.5M
|
+$1.2M
|
+46,435
|
+7%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$18M
|
-$842K
|
-32,442
|
-5%
|
|
|
21
|
Bank of New York Mellon
New York
|
$14.8M
|
+$2.01M
|
+77,378
|
+16%
|
|
|
22
|
Empirical Wealth Management
Seattle,
Washington
|
$14.7M
|
+$692K
|
+26,660
|
+5%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$14.6M
|
-$234K
|
-9,011
|
-2%
|
|
|
24
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$14M
|
-$2.14M
|
-82,550
|
-13%
|
|
|
25
|
Mather Group
Chicago,
Illinois
|
$13.6M
|
+$6.08M
|
+234,498
|
+83%
|
|
