|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$199M
|
+$37.5K
|
+739
|
+0%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$149M
|
-$19.9M
|
-391,361
|
-12%
|
|
|
3
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$85.1M
|
-$5.49M
|
-108,186
|
-6%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$80.4M
|
+$1.22M
|
+24,000
|
+2%
|
|
|
5
|
Fiduciary Trust
Boston,
Massachusetts
|
$67.8M
|
-$6.1M
|
-120,345
|
-8%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$48.7M
|
-$177K
|
-3,486
|
-0.4%
|
|
|
7
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$37M
|
+$2.55M
|
+50,223
|
+7%
|
|
|
8
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$36.9M
|
+$3M
|
+59,051
|
+9%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$35.2M
|
-$4.33M
|
-85,311
|
-11%
|
|
|
10
|
|
$33.1M
|
+$1.31M
|
+25,730
|
+4%
|
|
|
11
|
|
$32.4M
|
-$1.34M
|
-26,484
|
-4%
|
|
|
12
|
Bridgewater Advisors
New York
|
$31.1M
|
-$1.16M
|
-22,833
|
-4%
|
|
|
13
|
Renaissance Technologies
New York
|
$30.3M
|
-$10.8M
|
-212,139
|
-26%
|
|
|
14
|
Weatherly Asset Management
Del Mar,
California
|
$28.7M
|
-$288K
|
-5,673
|
-1%
|
|
|
15
|
CWA Asset Management Group
Naples,
Florida
|
$27.7M
|
+$2.69M
|
+53,033
|
+11%
|
|
|
16
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$27.5M
|
+$3.74M
|
+73,673
|
+16%
|
|
|
17
|
Corient Private Wealth
Miami,
Florida
|
$26M
|
+$883K
|
+17,416
|
+4%
|
|
|
18
|
Bank of New York Mellon
New York
|
$23.3M
|
+$5.61M
|
+110,643
|
+32%
|
|
|
19
|
Mills Wealth Advisors
Southlake,
Texas
|
$22.1M
|
-$1.46M
|
-28,867
|
-6%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$19.8M
|
+$3.07M
|
+60,467
|
+18%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$19.4M
|
-$654K
|
-12,898
|
-3%
|
|
|
22
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$17.6M
|
-$7.84M
|
-154,572
|
-31%
|
|
|
23
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$17.5M
|
-$1.15M
|
-22,617
|
-6%
|
|
|
24
|
Principle Wealth Partners
Madison,
Connecticut
|
$16.7M
|
-$1.78M
|
-35,093
|
-10%
|
|
|
25
|
Advisor OS
Chicago,
Illinois
|
$16M
|
+$1.19M
|
+23,512
|
+8%
|
|
