|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$208M
|
-$101
|
-2
|
-0%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$175M
|
-$10.3M
|
-202,857
|
-6%
|
|
|
3
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$80.7M
|
-$12.3M
|
-243,447
|
-13%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$78.8M
|
+$13.5M
|
+266,857
|
+21%
|
|
|
5
|
Fiduciary Trust
Boston,
Massachusetts
|
$61.8M
|
+$404K
|
+7,994
|
+0.7%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$40M
|
+$6.29M
|
+124,460
|
+19%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$34.5M
|
-$2.66M
|
-52,543
|
-7%
|
|
|
8
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$33.5M
|
-$7.32M
|
-144,910
|
-18%
|
|
|
9
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$33M
|
+$4.19M
|
+82,920
|
+14%
|
|
|
10
|
|
$33M
|
+$1.45M
|
+28,768
|
+5%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$32.1M
|
+$3.39M
|
+66,984
|
+12%
|
|
|
12
|
Sequoia Financial Advisors
Akron,
Ohio
|
$30.5M
|
-$1.04M
|
-20,606
|
-3%
|
|
|
13
|
Weatherly Asset Management
Del Mar,
California
|
$29.6M
|
-$160K
|
-3,174
|
-0.5%
|
|
|
14
|
Slow Capital
Greenbrae,
California
|
$28.3M
|
+$18M
|
+355,573
|
+173%
|
|
|
15
|
|
$24.5M
|
+$10.2M
|
+201,578
|
+71%
|
|
|
16
|
Corient Private Wealth
Miami,
Florida
|
$24.1M
|
-$1.38M
|
-27,388
|
-5%
|
|
|
17
|
|
$24M
|
-$5.6M
|
-110,863
|
-19%
|
|
|
18
|
Bridgewater Advisors
New York
|
$22.8M
|
-$1.98M
|
-39,162
|
-8%
|
|
|
19
|
Mills Wealth Advisors
Southlake,
Texas
|
$21.8M
|
-$10.6M
|
-209,395
|
-33%
|
|
|
20
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$21.2M
|
-$835K
|
-16,513
|
-4%
|
|
|
21
|
Renaissance Technologies
New York
|
$20.8M
|
+$2.6M
|
+51,470
|
+14%
|
|
|
22
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$19.6M
|
+$511K
|
+10,104
|
+3%
|
|
|
23
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$19.2M
|
-$4.27M
|
-84,456
|
-18%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$17.5M
|
+$1.53M
|
+30,352
|
+10%
|
|
|
25
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$16.4M
|
+$112K
|
+2,210
|
+0.7%
|
|
