|
1
|
SEI Investments
Oaks,
Pennsylvania
|
$166M
|
+$33.6M
|
+1,364,600
|
+26%
|
|
|
2
|
Raymond James Financial
St Petersburg,
Florida
|
$153M
|
+$10.4M
|
+422,923
|
+7%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$135M
|
-$118M
|
-4,810,527
|
-47%
|
|
|
4
|
|
$128M
|
+$5.11M
|
+207,619
|
+4%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$126M
|
-$3.67M
|
-148,983
|
-3%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$118M
|
+$6.16M
|
+249,959
|
+6%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$73.8M
|
-$182K
|
-7,402
|
-0.2%
|
|
|
8
|
Avantax Planning Partners
Dubuque,
Iowa
|
$67.6M
|
+$11.9M
|
+484,723
|
+22%
|
|
|
9
|
Ocean Park Asset Management
Santa Monica,
California
|
$57.5M
|
–
|
–
|
–
|
|
|
10
|
Grimes & Company
Westborough,
Massachusetts
|
$56.4M
|
+$55.6M
|
+2,255,760
|
+12,354%
|
|
|
11
|
|
$55.1M
|
-$2.88M
|
-116,917
|
-5%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$52.4M
|
-$2.8M
|
-113,505
|
-5%
|
|
|
13
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$52.2M
|
+$3.01M
|
+122,365
|
+6%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$48.7M
|
+$5.55M
|
+225,431
|
+13%
|
|
|
15
|
Cercano Management
Bellevue,
Washington
|
$34.4M
|
–
|
–
|
–
|
|
|
16
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$29.3M
|
-$1.08M
|
-43,791
|
-4%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$28.5M
|
-$553K
|
-22,461
|
-2%
|
|
|
18
|
United Capital Financial Advisors
Irving,
Texas
|
$28.3M
|
-$3.63M
|
-147,330
|
-11%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$24.7M
|
+$3.41M
|
+138,583
|
+16%
|
|
|
20
|
Bank of New York Mellon
New York
|
$20.7M
|
+$2.24M
|
+90,932
|
+12%
|
|
|
21
|
Mercer Global Advisors
Denver,
Colorado
|
$19.5M
|
+$517K
|
+20,983
|
+3%
|
|
|
22
|
Parkside Investments
Deerfield,
Illinois
|
$14.7M
|
+$451K
|
+18,300
|
+3%
|
|
|
23
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$13.6M
|
+$4.46M
|
+181,236
|
+49%
|
|
|
24
|
Empirical Wealth Management
Seattle,
Washington
|
$13.6M
|
-$725K
|
-29,444
|
-5%
|
|
|
25
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$13.2M
|
+$6.45M
|
+261,848
|
+96%
|
|
