|
1
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$504M
|
-$3.5M
|
-111,139
|
-0.7%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$248M
|
-$20.1M
|
-637,632
|
-8%
|
|
|
3
|
|
$154M
|
+$23.2M
|
+736,159
|
+19%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$141M
|
-$663K
|
-21,063
|
-0.5%
|
|
|
5
|
Mercer Global Advisors
Denver,
Colorado
|
$136M
|
-$7.49M
|
-238,015
|
-5%
|
|
|
6
|
Focus Partners Wealth
Boston,
Massachusetts
|
$33.4M
|
-$2.36M
|
-75,063
|
-7%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$30.1M
|
+$3.19M
|
+101,452
|
+12%
|
|
|
8
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$26.6M
|
+$86K
|
+2,734
|
+0.3%
|
|
|
9
|
|
$25.6M
|
+$6.64M
|
+211,155
|
+37%
|
|
|
10
|
Armbruster Capital Management
Pittsford,
New York
|
$23.1M
|
+$396K
|
+12,592
|
+2%
|
|
|
11
|
HUB Investment Partners
Austin,
Texas
|
$22.8M
|
+$8.54M
|
+271,525
|
+65%
|
|
|
12
|
Savvy Advisors Inc
New York
|
$22.1M
|
+$4.77M
|
+151,685
|
+29%
|
|
|
13
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$22M
|
-$742K
|
-23,576
|
-3%
|
|
|
14
|
EP Wealth Advisors
Torrance,
California
|
$20M
|
+$18.9M
|
+600,581
|
+9,998%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$19.5M
|
+$1.63M
|
+51,880
|
+10%
|
|
|
16
|
KWB Wealth
Redlands,
California
|
$14M
|
-$4.11M
|
-130,523
|
-22%
|
|
|
17
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$13.6M
|
-$386K
|
-12,281
|
-3%
|
|
|
18
|
Ackerman Capital Advisors
Dallas,
Texas
|
$13.6M
|
+$77.2K
|
+2,455
|
+0.6%
|
|
|
19
|
TLT Family Holdco ULC
Toronto,
|
$13.4M
|
+$12.9M
|
+408,500
|
New
|
|
|
20
|
Foster Group
West Des Moines,
Iowa
|
$13.2M
|
-$64.2K
|
-2,042
|
-0.5%
|
|
|
21
|
High Probability Advisors
Pittsford,
New York
|
$12M
|
-$1.3M
|
-41,448
|
-10%
|
|
|
22
|
Freedom Investment Management
Hartford,
Connecticut
|
$12M
|
-$14.5M
|
-461,537
|
-56%
|
|
|
23
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$11.8M
|
-$2.88M
|
-91,450
|
-20%
|
|
|
24
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$11.6M
|
+$10.7M
|
+341,369
|
+2,962%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.5M
|
+$7.21M
|
+229,332
|
+192%
|
|
