|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$209M
|
+$208M
|
+4,116,672
|
+411,667,200%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$186M
|
-$28M
|
-553,232
|
-13%
|
|
|
3
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$93.3M
|
-$8M
|
-157,996
|
-8%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$65.6M
|
+$3.06M
|
+60,457
|
+5%
|
|
|
5
|
Fiduciary Trust
Boston,
Massachusetts
|
$61.6M
|
-$2.27M
|
-44,762
|
-4%
|
|
|
6
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$41M
|
+$1.58M
|
+31,146
|
+4%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$37.3M
|
+$602K
|
+11,889
|
+2%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$33.9M
|
-$6.35M
|
-125,504
|
-16%
|
|
|
9
|
Mills Wealth Advisors
Southlake,
Texas
|
$32.5M
|
-$1.44M
|
-28,491
|
-4%
|
|
|
10
|
Sequoia Financial Advisors
Akron,
Ohio
|
$31.7M
|
-$455K
|
-8,997
|
-1%
|
|
|
11
|
|
$31.7M
|
-$150K
|
-2,967
|
-0.5%
|
|
|
12
|
Weatherly Asset Management
Del Mar,
California
|
$29.8M
|
+$662K
|
+13,080
|
+2%
|
|
|
13
|
|
$29.7M
|
-$4.33M
|
-85,626
|
-13%
|
|
|
14
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$29M
|
-$812K
|
-16,051
|
-3%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$28.8M
|
+$3.06M
|
+60,445
|
+12%
|
|
|
16
|
Corient Private Wealth
Miami,
Florida
|
$25.5M
|
-$1.74M
|
-34,408
|
-6%
|
|
|
17
|
Bridgewater Advisors
New York
|
$24.9M
|
-$1.71M
|
-33,783
|
-6%
|
|
|
18
|
Trust Company
Manhattan,
Kansas
|
$23.7M
|
-$42.1K
|
-832
|
-0.2%
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$23.5M
|
+$3.65M
|
+72,057
|
+18%
|
|
|
20
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$22.2M
|
-$465K
|
-9,189
|
-2%
|
|
|
21
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$19.2M
|
+$235K
|
+4,644
|
+1%
|
|
|
22
|
Renaissance Technologies
New York
|
$18.3M
|
+$3.58M
|
+70,745
|
+24%
|
|
|
23
|
One Capital Management
Westlake Village,
California
|
$16.6M
|
-$321K
|
-6,341
|
-2%
|
|
|
24
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$16.4M
|
-$3.93M
|
-77,732
|
-19%
|
|
|
25
|
Auxano Advisors
Bellevue,
Washington
|
$16.2M
|
–
|
–
|
–
|
|
