|
1
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$722M
|
+$39.8M
|
+986,061
|
+6%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$277M
|
-$6.77M
|
-167,684
|
-2%
|
|
|
3
|
|
$172M
|
-$7.55M
|
-186,927
|
-4%
|
|
|
4
|
Mercer Global Advisors
Denver,
Colorado
|
$138M
|
-$7.16M
|
-177,401
|
-5%
|
|
|
5
|
Savvy Advisors Inc
New York
|
$88.9M
|
+$32M
|
+791,660
|
+55%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$76.8M
|
+$35.5M
|
+878,269
|
+83%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$63.6M
|
+$14.7M
|
+364,240
|
+29%
|
|
|
8
|
|
$57.7M
|
+$14.6M
|
+361,138
|
+33%
|
|
|
9
|
Focus Partners Wealth
Boston,
Massachusetts
|
$40.5M
|
-$1.2M
|
-29,719
|
-3%
|
|
|
10
|
|
$36.5M
|
+$13.5M
|
+335,487
|
+57%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$35.5M
|
-$5.32M
|
-131,758
|
-13%
|
|
|
12
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$32.3M
|
+$104K
|
+2,579
|
+0.3%
|
|
|
13
|
HUB Investment Partners
Austin,
Texas
|
$31.1M
|
+$1.63M
|
+40,457
|
+5%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$31M
|
+$11.2M
|
+278,264
|
+55%
|
|
|
15
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$31M
|
+$5.25M
|
+130,005
|
+20%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$26.9M
|
+$5.79M
|
+143,405
|
+27%
|
|
|
17
|
Armbruster Capital Management
Pittsford,
New York
|
$26.8M
|
-$766K
|
-18,987
|
-3%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$26.8M
|
+$24.2M
|
+598,434
|
+787%
|
|
|
19
|
Victory Financial Group
Austin,
Texas
|
$24.8M
|
+$1.83M
|
+45,420
|
+8%
|
|
|
20
|
Alliance Wealth Advisors (Utah)
Centerville,
Utah
|
$23.5M
|
+$8.64M
|
+213,934
|
+57%
|
|
|
21
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$23M
|
+$9.58M
|
+237,234
|
+69%
|
|
|
22
|
KWB Wealth
Redlands,
California
|
$21.9M
|
-$316K
|
-7,817
|
-1%
|
|
|
23
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$20.7M
|
-$4.99M
|
-123,577
|
-19%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$19.1M
|
+$7.43M
|
+184,046
|
+62%
|
|
|
25
|
Park Avenue Securities
New York
|
$17.2M
|
+$2.8M
|
+69,249
|
+19%
|
|
