|
1
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$404M
|
+$5.24M
|
+186,057
|
+1%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$234M
|
-$805K
|
-28,541
|
-0.3%
|
|
|
3
|
Mercer Global Advisors
Denver,
Colorado
|
$181M
|
-$12.8M
|
-453,007
|
-6%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$171M
|
-$15.5M
|
-548,828
|
-8%
|
|
|
5
|
|
$92.6M
|
-$8.74M
|
-310,180
|
-8%
|
|
|
6
|
Freedom Investment Management
Hartford,
Connecticut
|
$22M
|
+$40.4K
|
+1,433
|
+0.2%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$21.5M
|
-$1.55M
|
-54,967
|
-7%
|
|
|
8
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$20.2M
|
+$1.43M
|
+50,779
|
+7%
|
|
|
9
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$19.9M
|
+$379K
|
+13,457
|
+2%
|
|
|
10
|
Armbruster Capital Management
Pittsford,
New York
|
$19.6M
|
+$193K
|
+6,846
|
+1%
|
|
|
11
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$18.3M
|
-$371K
|
-13,154
|
-2%
|
|
|
12
|
|
$15.2M
|
+$925K
|
+32,829
|
+6%
|
|
|
13
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$13.1M
|
+$12.3M
|
+434,858
|
+1,028%
|
|
|
14
|
High Probability Advisors
Pittsford,
New York
|
$12.4M
|
+$218K
|
+7,734
|
+2%
|
|
|
15
|
|
$12.2M
|
+$145K
|
+5,149
|
+1%
|
|
|
16
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$12.2M
|
-$722K
|
-25,614
|
-5%
|
|
|
17
|
HUB Investment Partners
Austin,
Texas
|
$11.7M
|
+$789K
|
+27,993
|
+7%
|
|
|
18
|
Ackerman Capital Advisors
Dallas,
Texas
|
$11.6M
|
-$183K
|
-6,475
|
-2%
|
|
|
19
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$11.3M
|
-$2.09M
|
-74,310
|
-15%
|
|
|
20
|
Plancorp LLC
Saint Louis,
Missouri
|
$10M
|
+$70.6K
|
+2,503
|
+0.7%
|
|
|
21
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$9.46M
|
-$1.7M
|
-60,226
|
-15%
|
|
|
22
|
Foster Group
West Des Moines,
Iowa
|
$9.38M
|
+$614K
|
+21,788
|
+7%
|
|
|
23
|
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
|
$8.22M
|
+$73.4K
|
+2,603
|
+0.9%
|
|
|
24
|
Peninsula Wealth
San Francisco,
California
|
$7.75M
|
+$337K
|
+11,939
|
+5%
|
|
|
25
|
One Wealth Advisors
San Francisco,
California
|
$7.67M
|
-$462K
|
-16,384
|
-5%
|
|
