|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$199M
|
-$10M
|
-198,211
|
-5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$169M
|
-$6.73M
|
-133,034
|
-4%
|
|
|
3
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$90.6M
|
+$9.4M
|
+185,992
|
+12%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$79.2M
|
-$51.6K
|
-1,021
|
-0.1%
|
|
|
5
|
Fiduciary Trust
Boston,
Massachusetts
|
$73.9M
|
+$11.7M
|
+231,636
|
+19%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$48.9M
|
+$8.63M
|
+170,642
|
+22%
|
|
|
7
|
Renaissance Technologies
New York
|
$41M
|
+$20M
|
+396,469
|
+96%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$39.5M
|
+$4.82M
|
+95,378
|
+14%
|
|
|
9
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$34.5M
|
+$1.21M
|
+23,850
|
+4%
|
|
|
10
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$33.9M
|
+$14.5M
|
+287,684
|
+76%
|
|
|
11
|
|
$33.8M
|
+$9.57M
|
+189,351
|
+40%
|
|
|
12
|
Bridgewater Advisors
New York
|
$32.3M
|
+$9.26M
|
+183,110
|
+40%
|
|
|
13
|
|
$31.8M
|
-$1.36M
|
-26,954
|
-4%
|
|
|
14
|
Weatherly Asset Management
Del Mar,
California
|
$29.1M
|
-$709K
|
-14,019
|
-2%
|
|
|
15
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$25.5M
|
+$8.92M
|
+176,325
|
+54%
|
|
|
16
|
Corient Private Wealth
Miami,
Florida
|
$25.1M
|
+$913K
|
+18,051
|
+4%
|
|
|
17
|
CWA Asset Management Group
Naples,
Florida
|
$25.1M
|
+$9.17M
|
+181,337
|
+58%
|
|
|
18
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$23.8M
|
-$9.86M
|
-194,987
|
-29%
|
|
|
19
|
Mills Wealth Advisors
Southlake,
Texas
|
$23.5M
|
+$1.56M
|
+30,812
|
+7%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$20.1M
|
-$12.2M
|
-240,447
|
-38%
|
|
|
21
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$18.6M
|
-$2.71M
|
-53,619
|
-13%
|
|
|
22
|
Principle Wealth Partners
Madison,
Connecticut
|
$18.5M
|
+$17.9M
|
+354,776
|
+3,612%
|
|
|
23
|
Bank of New York Mellon
New York
|
$17.7M
|
+$5.49M
|
+108,482
|
+45%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$16.7M
|
-$880K
|
-17,413
|
-5%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.6M
|
+$4.23M
|
+83,703
|
+34%
|
|
