|
1
|
Bank of America
Charlotte,
North Carolina
|
$152M
|
-$1.47M
|
-28,853
|
-1%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$98.1M
|
+$8.53M
|
+167,861
|
+10%
|
|
|
3
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$97.6M
|
+$8.75M
|
+172,076
|
+10%
|
|
|
4
|
Fidelity Investments
Boston,
Massachusetts
|
$91.5M
|
-$93.1M
|
-1,831,601
|
-50%
|
|
|
5
|
Focus Partners Wealth
Boston,
Massachusetts
|
$85M
|
-$163K
|
-3,215
|
-1%
|
|
|
6
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$58.6M
|
+$13.1M
|
+257,415
|
+29%
|
|
|
7
|
Salomon & Ludwin
Richmond,
Virginia
|
$51.9M
|
+$42.2M
|
+830,218
|
+438%
|
|
|
8
|
Fiduciary Trust
Boston,
Massachusetts
|
$49.8M
|
-$12.9M
|
-254,197
|
-21%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$47.9M
|
-$5.6M
|
-110,245
|
-10%
|
|
|
10
|
Renaissance Technologies
New York
|
$47.6M
|
+$17.6M
|
+346,100
|
+59%
|
|
|
11
|
|
$44.1M
|
+$3.6M
|
+70,821
|
+9%
|
|
|
12
|
Bank of New York Mellon
New York
|
$31.7M
|
+$2.62M
|
+51,508
|
+9%
|
|
|
13
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$30.2M
|
+$26.3M
|
+517,187
|
+676%
|
|
|
14
|
Weatherly Asset Management
Del Mar,
California
|
$30.1M
|
+$1.87M
|
+36,738
|
+7%
|
|
|
15
|
|
$29.9M
|
+$1.88M
|
+36,978
|
+7%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$29.5M
|
-$2.8M
|
-55,168
|
-9%
|
|
|
17
|
Corient Private Wealth
Miami,
Florida
|
$27.2M
|
+$1.25M
|
+24,589
|
+5%
|
|
|
18
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$26.1M
|
-$1.18M
|
-23,302
|
-4%
|
|
|
19
|
Bridgewater Advisors
New York
|
$25.4M
|
+$2.72M
|
+53,601
|
+12%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$24.4M
|
+$4.24M
|
+83,353
|
+21%
|
|
|
21
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$23M
|
+$3.87M
|
+76,131
|
+20%
|
|
|
22
|
NorthRock Partners
Minneapolis,
Minnesota
|
$22.6M
|
+$22.2M
|
+435,757
|
+5,348%
|
|
|
23
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$21.7M
|
+$21.7M
|
+426,198
|
New
|
|
|
24
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$21.2M
|
+$4.84M
|
+95,148
|
+30%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$20.4M
|
+$1.19M
|
+23,375
|
+6%
|
|
