|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$334M
|
-$53.3M
|
-2,053,968
|
-14%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$155M
|
+$25.7M
|
+991,914
|
+20%
|
|
|
3
|
Raymond James Financial
St Petersburg,
Florida
|
$143M
|
+$145M
|
+5,593,808
|
New
|
|
|
4
|
SEI Investments
Oaks,
Pennsylvania
|
$142M
|
-$4.24M
|
-163,575
|
-3%
|
|
|
5
|
|
$137M
|
+$12M
|
+461,034
|
+9%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$131M
|
+$27.6M
|
+1,064,117
|
+26%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$68.6M
|
+$8.08M
|
+311,498
|
+13%
|
|
|
8
|
Grimes & Company
Westborough,
Massachusetts
|
$61.7M
|
+$2.55M
|
+98,204
|
+4%
|
|
|
9
|
|
$59.5M
|
+$9.72M
|
+374,771
|
+19%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$58.6M
|
+$1.43M
|
+55,277
|
+2%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$54.1M
|
+$14.5M
|
+558,290
|
+36%
|
|
|
12
|
Avantax Planning Partners
Dubuque,
Iowa
|
$51.3M
|
-$696K
|
-26,849
|
-1%
|
|
|
13
|
Wealth Management Nebraska
Norfolk,
Nebraska
|
$42.2M
|
+$15.9M
|
+612,065
|
New
|
|
|
14
|
Ocean Park Asset Management
Santa Monica,
California
|
$40.9M
|
+$10.4M
|
+402,900
|
+34%
|
|
|
15
|
United Capital Financial Advisors
Irving,
Texas
|
$33.5M
|
-$501K
|
-19,318
|
-1%
|
|
|
16
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$28.1M
|
+$1.29M
|
+49,809
|
+5%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$27.5M
|
+$2.88M
|
+110,978
|
+12%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$20.9M
|
+$3.36M
|
+129,733
|
+19%
|
|
|
19
|
Mercer Global Advisors
Denver,
Colorado
|
$18.6M
|
+$616K
|
+23,741
|
+3%
|
|
|
20
|
Bank of New York Mellon
New York
|
$16.9M
|
+$2.59M
|
+99,676
|
+18%
|
|
|
21
|
Empirical Wealth Management
Seattle,
Washington
|
$15M
|
+$693K
|
+26,737
|
+5%
|
|
|
22
|
Mather Group
Chicago,
Illinois
|
$14.2M
|
+$986K
|
+38,000
|
+7%
|
|
|
23
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$13.3M
|
+$1.05M
|
+40,533
|
+8%
|
|
|
24
|
Parkside Investments
Deerfield,
Illinois
|
$12.9M
|
+$678K
|
+26,150
|
+5%
|
|
|
25
|
Axxcess Wealth Management
Carlsbad,
California
|
$12.8M
|
+$834K
|
+32,162
|
+7%
|
|
