|
1
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$570M
|
+$25.2M
|
+733,152
|
+5%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$259M
|
-$7.76M
|
-225,989
|
-3%
|
|
|
3
|
|
$168M
|
+$1.99M
|
+58,090
|
+1%
|
|
|
4
|
Mercer Global Advisors
Denver,
Colorado
|
$133M
|
-$13.6M
|
-396,524
|
-10%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$38.8M
|
+$6.08M
|
+176,973
|
+19%
|
|
|
6
|
Focus Partners Wealth
Boston,
Massachusetts
|
$37M
|
+$932K
|
+27,151
|
+3%
|
|
|
7
|
|
$33.4M
|
+$5.64M
|
+164,257
|
+21%
|
|
|
8
|
Savvy Advisors Inc
New York
|
$29.5M
|
+$5.44M
|
+158,491
|
+24%
|
|
|
9
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$28.4M
|
-$324K
|
-9,420
|
-1%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$27.1M
|
+$5.92M
|
+172,504
|
+29%
|
|
|
11
|
KWB Wealth
Redlands,
California
|
$26.3M
|
+$11.6M
|
+337,307
|
+73%
|
|
|
12
|
HUB Investment Partners
Austin,
Texas
|
$25.9M
|
+$1.31M
|
+38,279
|
+6%
|
|
|
13
|
Armbruster Capital Management
Pittsford,
New York
|
$24.9M
|
+$18.1K
|
+526
|
+0.1%
|
|
|
14
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$23.3M
|
-$377K
|
-10,980
|
-2%
|
|
|
15
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$22M
|
+$21.3M
|
+620,477
|
New
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$21.1M
|
-$127M
|
-3,698,529
|
-86%
|
|
|
17
|
Victory Financial Group
Austin,
Texas
|
$20.4M
|
+$19.7M
|
+574,388
|
New
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$15.6M
|
+$3.28M
|
+95,417
|
+27%
|
|
|
19
|
Trust Point Inc
La Crosse,
Wisconsin
|
$15.4M
|
+$3.27M
|
+95,259
|
+28%
|
|
|
20
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$14.5M
|
-$177K
|
-5,166
|
-1%
|
|
|
21
|
TLT Family Holdco ULC
Toronto,
|
$14.5M
|
–
|
–
|
–
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$14M
|
+$5.12M
|
+149,104
|
+61%
|
|
|
23
|
Ackerman Capital Advisors
Dallas,
Texas
|
$13.8M
|
-$837K
|
-24,368
|
-6%
|
|
|
24
|
Foster Group
West Des Moines,
Iowa
|
$13.5M
|
-$733K
|
-21,342
|
-5%
|
|
|
25
|
High Probability Advisors
Pittsford,
New York
|
$13.2M
|
+$227K
|
+6,597
|
+2%
|
|
