|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$184M
|
-$14.8M
|
-291,820
|
-7%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$153M
|
+$3.73M
|
+73,567
|
+3%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$89.2M
|
+$8.73M
|
+172,347
|
+11%
|
|
|
4
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$88.5M
|
+$3.44M
|
+67,868
|
+4%
|
|
|
5
|
Fiduciary Trust
Boston,
Massachusetts
|
$62.5M
|
-$5.29M
|
-104,392
|
-8%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$53.3M
|
+$4.58M
|
+90,329
|
+9%
|
|
|
7
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$45.3M
|
+$8.29M
|
+163,699
|
+22%
|
|
|
8
|
|
$40.3M
|
+$7.13M
|
+140,835
|
+22%
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$35.4M
|
-$1.46M
|
-28,877
|
-4%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$32.2M
|
-$3.03M
|
-59,868
|
-9%
|
|
|
11
|
Renaissance Technologies
New York
|
$29.9M
|
-$375K
|
-7,400
|
-1%
|
|
|
12
|
Bank of New York Mellon
New York
|
$29M
|
+$5.62M
|
+110,883
|
+24%
|
|
|
13
|
Weatherly Asset Management
Del Mar,
California
|
$28.1M
|
-$633K
|
-12,501
|
-2%
|
|
|
14
|
|
$27.9M
|
-$4.43M
|
-87,418
|
-14%
|
|
|
15
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$27.2M
|
-$311K
|
-6,147
|
-1%
|
|
|
16
|
Corient Private Wealth
Miami,
Florida
|
$25.8M
|
-$141K
|
-2,783
|
-0.5%
|
|
|
17
|
Bridgewater Advisors
New York
|
$22.7M
|
-$8.41M
|
-166,095
|
-27%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$20.1M
|
+$15.3M
|
+302,492
|
+325%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$19.3M
|
-$472K
|
-9,315
|
-2%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$19.2M
|
-$255K
|
-5,030
|
-1%
|
|
|
21
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$19M
|
+$8.01M
|
+158,170
|
+73%
|
|
|
22
|
MJP Associates
Farmington,
Connecticut
|
$18.5M
|
+$2.46M
|
+48,487
|
+15%
|
|
|
23
|
Advisor OS
Chicago,
Illinois
|
$18.3M
|
+$2.34M
|
+46,175
|
+15%
|
|
|
24
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$17.7M
|
+$125K
|
+2,463
|
+0.7%
|
|
|
25
|
Focus Partners Wealth
Boston,
Massachusetts
|
$16.6M
|
+$7.28M
|
+143,689
|
+78%
|
|
