|
1
|
SEI Investments
Oaks,
Pennsylvania
|
$179M
|
+$12.2M
|
+499,858
|
+7%
|
|
|
2
|
Raymond James Financial
St Petersburg,
Florida
|
$153M
|
-$479K
|
-19,573
|
-0.3%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$139M
|
+$12.2M
|
+497,928
|
+10%
|
|
|
4
|
|
$130M
|
+$983K
|
+40,187
|
+0.8%
|
|
|
5
|
Fidelity Investments
Boston,
Massachusetts
|
$125M
|
-$11.1M
|
-453,303
|
-8%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$115M
|
-$4.2M
|
-171,731
|
-4%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$78.1M
|
+$3.83M
|
+156,426
|
+5%
|
|
|
8
|
|
$61.9M
|
+$6.28M
|
+256,529
|
+12%
|
|
|
9
|
Grimes & Company
Westborough,
Massachusetts
|
$55M
|
-$1.63M
|
-66,419
|
-3%
|
|
|
10
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$54.9M
|
+$2.4M
|
+97,954
|
+5%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$43.1M
|
+$14.2M
|
+580,975
|
+51%
|
|
|
12
|
Avantax Planning Partners
Dubuque,
Iowa
|
$42.5M
|
-$25M
|
-1,023,436
|
-37%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$38.9M
|
-$13.5M
|
-552,392
|
-26%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$36.2M
|
-$12.6M
|
-516,530
|
-26%
|
|
|
15
|
Mercer Global Advisors
Denver,
Colorado
|
$35.8M
|
+$15.8M
|
+647,582
|
+82%
|
|
|
16
|
Cercano Management
Bellevue,
Washington
|
$34.6M
|
–
|
–
|
–
|
|
|
17
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$27.6M
|
-$1.86M
|
-76,195
|
-6%
|
|
|
18
|
United Capital Financial Advisors
Irving,
Texas
|
$27M
|
-$1.41M
|
-57,610
|
-5%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$24.3M
|
-$549K
|
-22,432
|
-2%
|
|
|
20
|
Bank of New York Mellon
New York
|
$24.1M
|
+$3.18M
|
+130,149
|
+16%
|
|
|
21
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$20.2M
|
+$9.5M
|
+388,191
|
New
|
|
|
22
|
Jordan Park Group
San Francisco,
California
|
$16.2M
|
+$7.02M
|
+287,089
|
+79%
|
|
|
23
|
Parkside Investments
Deerfield,
Illinois
|
$14.8M
|
-$19.6K
|
-800
|
-0.1%
|
|
|
24
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$14.8M
|
+$3.54M
|
+144,705
|
+32%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$14.8M
|
+$3.51M
|
+143,615
|
+31%
|
|
