|
1
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$405M
|
+$4.85M
|
+172,270
|
+1%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$243M
|
+$10.4M
|
+370,365
|
+4%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$141M
|
+$8.57M
|
+304,290
|
+6%
|
|
|
4
|
Mercer Global Advisors
Denver,
Colorado
|
$123M
|
-$20M
|
-708,690
|
-13%
|
|
|
5
|
|
$120M
|
+$18.8M
|
+666,432
|
+18%
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$24.6M
|
+$18.6M
|
+661,194
|
+270%
|
|
|
7
|
Freedom Investment Management
Hartford,
Connecticut
|
$22.7M
|
-$86.8K
|
-3,083
|
-0.4%
|
|
|
8
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$21.8M
|
+$1.1M
|
+38,908
|
+5%
|
|
|
9
|
Focus Partners Wealth
Boston,
Massachusetts
|
$20.9M
|
+$2.27M
|
+80,579
|
+12%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$19.8M
|
-$6.87M
|
-243,810
|
-25%
|
|
|
11
|
Armbruster Capital Management
Pittsford,
New York
|
$18.4M
|
+$378K
|
+13,421
|
+2%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$15.5M
|
+$13.2M
|
+470,125
|
+462%
|
|
|
13
|
Trust Point Inc
La Crosse,
Wisconsin
|
$15.3M
|
+$12.8M
|
+453,599
|
+412%
|
|
|
14
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$15.2M
|
-$4.53M
|
-160,812
|
-22%
|
|
|
15
|
KWB Wealth
Redlands,
California
|
$14.9M
|
+$9.16M
|
+325,390
|
+182%
|
|
|
16
|
Savvy Advisors Inc
New York
|
$13.9M
|
+$3.58M
|
+127,106
|
+33%
|
|
|
17
|
|
$13.7M
|
-$1.59M
|
-56,479
|
-10%
|
|
|
18
|
Peninsula Wealth
San Francisco,
California
|
$13.6M
|
+$5.79M
|
+205,659
|
+70%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$12.8M
|
+$7M
|
+248,707
|
+111%
|
|
|
20
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$11.9M
|
-$561K
|
-19,908
|
-4%
|
|
|
21
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$11.9M
|
+$38.6K
|
+1,370
|
+0.3%
|
|
|
22
|
High Probability Advisors
Pittsford,
New York
|
$11.8M
|
-$187K
|
-6,639
|
-2%
|
|
|
23
|
HUB Investment Partners
Austin,
Texas
|
$11.3M
|
-$1.08M
|
-38,477
|
-8%
|
|
|
24
|
Ackerman Capital Advisors
Dallas,
Texas
|
$11.2M
|
-$85.8K
|
-3,046
|
-0.7%
|
|
|
25
|
Foster Group
West Des Moines,
Iowa
|
$11.1M
|
+$1.26M
|
+44,882
|
+12%
|
|
