|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$259M
|
-$72.1M
|
-2,811,936
|
-22%
|
|
|
2
|
Raymond James Financial
St Petersburg,
Florida
|
$145M
|
+$3.61M
|
+140,838
|
+3%
|
|
|
3
|
SEI Investments
Oaks,
Pennsylvania
|
$134M
|
-$5.37M
|
-209,392
|
-4%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$132M
|
-$21.6M
|
-841,073
|
-14%
|
|
|
5
|
|
$125M
|
-$9.95M
|
-387,910
|
-7%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$114M
|
-$15.9M
|
-621,414
|
-12%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$75.3M
|
+$7.78M
|
+303,452
|
+11%
|
|
|
8
|
|
$59.1M
|
+$401K
|
+15,637
|
+0.7%
|
|
|
9
|
Ocean Park Asset Management
Santa Monica,
California
|
$57.5M
|
+$17.5M
|
+683,800
|
+43%
|
|
|
10
|
Avantax Planning Partners
Dubuque,
Iowa
|
$56.6M
|
+$6.16M
|
+240,238
|
+12%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$56.2M
|
-$1.65M
|
-64,402
|
-3%
|
|
|
12
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$50M
|
+$49.3M
|
+1,921,120
|
+3,138%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$43.9M
|
-$9.54M
|
-371,988
|
-18%
|
|
|
14
|
Cercano Management
Bellevue,
Washington
|
$35M
|
+$25M
|
+973,525
|
+235%
|
|
|
15
|
United Capital Financial Advisors
Irving,
Texas
|
$32.5M
|
-$608K
|
-23,692
|
-2%
|
|
|
16
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$31M
|
+$3.36M
|
+130,892
|
+12%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$29.5M
|
+$2.5M
|
+97,353
|
+9%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$21.6M
|
+$1.06M
|
+41,469
|
+5%
|
|
|
19
|
|
$19.4M
|
+$19.5M
|
+761,998
|
+9,184%
|
|
|
20
|
Mercer Global Advisors
Denver,
Colorado
|
$19.4M
|
+$1.02M
|
+39,940
|
+5%
|
|
|
21
|
Bank of New York Mellon
New York
|
$18.8M
|
+$2.14M
|
+83,500
|
+13%
|
|
|
22
|
Mather Group
Chicago,
Illinois
|
$15M
|
+$1.04M
|
+40,686
|
+7%
|
|
|
23
|
Empirical Wealth Management
Seattle,
Washington
|
$14.6M
|
-$203K
|
-7,903
|
-1%
|
|
|
24
|
Parkside Investments
Deerfield,
Illinois
|
$14.5M
|
+$1.86M
|
+72,700
|
+14%
|
|
|
25
|
|
$13.4M
|
+$1.87M
|
+72,819
|
+16%
|
|
