|
1
|
SEI Investments
Oaks,
Pennsylvania
|
$175M
|
-$4.26M
|
-170,008
|
-2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$170M
|
+$55.4M
|
+2,212,507
|
+48%
|
|
|
3
|
Raymond James Financial
St Petersburg,
Florida
|
$163M
|
+$10M
|
+399,782
|
+7%
|
|
|
4
|
|
$160M
|
+$29.7M
|
+1,183,426
|
+23%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$142M
|
+$2.97M
|
+118,466
|
+2%
|
|
|
6
|
Fidelity Investments
Boston,
Massachusetts
|
$118M
|
-$6.41M
|
-255,777
|
-5%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$79.9M
|
+$1.78M
|
+70,952
|
+2%
|
|
|
8
|
|
$65M
|
+$3.17M
|
+126,547
|
+5%
|
|
|
9
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$57.4M
|
+$2.48M
|
+98,843
|
+4%
|
|
|
10
|
Grimes & Company
Westborough,
Massachusetts
|
$53.4M
|
-$1.63M
|
-64,855
|
-3%
|
|
|
11
|
Avantax Planning Partners
Dubuque,
Iowa
|
$41.5M
|
-$1.1M
|
-43,810
|
-3%
|
|
|
12
|
Mercer Global Advisors
Denver,
Colorado
|
$39.6M
|
+$3.82M
|
+152,378
|
+11%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$39.4M
|
-$3.73M
|
-148,670
|
-9%
|
|
|
14
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$36.1M
|
+$26.6M
|
+1,061,825
|
+274%
|
|
|
15
|
Cercano Management
Bellevue,
Washington
|
$34.6M
|
–
|
–
|
–
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$28.7M
|
+$4.39M
|
+175,274
|
+18%
|
|
|
17
|
Bank of New York Mellon
New York
|
$27.6M
|
+$3.54M
|
+141,292
|
+15%
|
|
|
18
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$26.5M
|
-$1.14M
|
-45,308
|
-4%
|
|
|
19
|
United Capital Financial Advisors
Irving,
Texas
|
$24.2M
|
-$2.79M
|
-111,159
|
-10%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$19.3M
|
-$16.9M
|
-674,832
|
-47%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$18M
|
-$21.1M
|
-840,301
|
-54%
|
|
|
22
|
Jordan Park Group
San Francisco,
California
|
$17M
|
+$768K
|
+30,628
|
+5%
|
|
|
23
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$16.1M
|
+$1.27M
|
+50,490
|
+9%
|
|
|
24
|
Axxcess Wealth Management
Carlsbad,
California
|
$15.7M
|
+$1.29M
|
+51,658
|
+9%
|
|
|
25
|
Empirical Wealth Management
Seattle,
Washington
|
$14.6M
|
+$211K
|
+8,436
|
+1%
|
|
