|
1
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$468M
|
+$14.7M
|
+503,393
|
+3%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$248M
|
-$23.4M
|
-801,796
|
-9%
|
|
|
3
|
Mercer Global Advisors
Denver,
Colorado
|
$133M
|
-$4.91M
|
-168,511
|
-4%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$131M
|
-$26.4M
|
-905,291
|
-17%
|
|
|
5
|
|
$119M
|
-$14.6M
|
-500,779
|
-11%
|
|
|
6
|
Focus Partners Wealth
Boston,
Massachusetts
|
$33.1M
|
+$9.36M
|
+321,158
|
+42%
|
|
|
7
|
Freedom Investment Management
Hartford,
Connecticut
|
$25M
|
-$306K
|
-10,498
|
-1%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$24.7M
|
+$2.5M
|
+85,599
|
+12%
|
|
|
9
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$24.4M
|
+$64.6K
|
+2,217
|
+0.3%
|
|
|
10
|
Armbruster Capital Management
Pittsford,
New York
|
$20.9M
|
+$328K
|
+11,264
|
+2%
|
|
|
11
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$20.8M
|
-$6.37M
|
-218,606
|
-24%
|
|
|
12
|
|
$17.2M
|
+$1.85M
|
+63,294
|
+13%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$16.4M
|
+$1.94M
|
+66,715
|
+14%
|
|
|
14
|
KWB Wealth
Redlands,
California
|
$16.1M
|
+$2.59M
|
+88,873
|
+18%
|
|
|
15
|
Savvy Advisors Inc
New York
|
$15.8M
|
+$212K
|
+7,263
|
+1%
|
|
|
16
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$13.6M
|
+$317K
|
+10,884
|
+2%
|
|
|
17
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$12.9M
|
-$336K
|
-11,524
|
-3%
|
|
|
18
|
HUB Investment Partners
Austin,
Texas
|
$12.8M
|
+$61.3K
|
+2,103
|
+0.5%
|
|
|
19
|
Ackerman Capital Advisors
Dallas,
Texas
|
$12.5M
|
-$26.8K
|
-920
|
-0.2%
|
|
|
20
|
High Probability Advisors
Pittsford,
New York
|
$12.3M
|
-$810K
|
-27,790
|
-6%
|
|
|
21
|
Foster Group
West Des Moines,
Iowa
|
$12.3M
|
-$174K
|
-5,953
|
-1%
|
|
|
22
|
Plancorp LLC
Saint Louis,
Missouri
|
$10.3M
|
-$194K
|
-6,646
|
-2%
|
|
|
23
|
Concurrent Investment Advisors
Tampa,
Florida
|
$9.24M
|
+$6.14M
|
+210,586
|
+224%
|
|
|
24
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$9.18M
|
+$601K
|
+20,624
|
+7%
|
|
|
25
|
One Wealth Advisors
San Francisco,
California
|
$9.11M
|
-$263K
|
-9,023
|
-3%
|
|
