|
1
|
Bank of America
Charlotte,
North Carolina
|
$149M
|
-$2.4M
|
-47,206
|
-2%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$122M
|
+$24.5M
|
+482,904
|
+25%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$118M
|
+$20.5M
|
+402,646
|
+21%
|
|
|
4
|
Fidelity Investments
Boston,
Massachusetts
|
$93.2M
|
+$2.12M
|
+41,774
|
+2%
|
|
|
5
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$59.5M
|
+$1.08M
|
+21,351
|
+2%
|
|
|
6
|
Salomon & Ludwin
Richmond,
Virginia
|
$52.1M
|
+$403K
|
+7,925
|
+0.8%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$46.6M
|
-$1.06M
|
-20,950
|
-2%
|
|
|
8
|
|
$46.3M
|
+$2.44M
|
+48,049
|
+6%
|
|
|
9
|
Bailard
Foster City,
California
|
$43.5M
|
+$43.6M
|
+858,245
|
New
|
|
|
10
|
Renaissance Technologies
New York
|
$38.9M
|
-$8.5M
|
-167,400
|
-18%
|
|
|
11
|
Bank of New York Mellon
New York
|
$36.1M
|
+$4.62M
|
+90,863
|
+15%
|
|
|
12
|
Corient Private Wealth
Miami,
Florida
|
$35.3M
|
+$8.22M
|
+161,884
|
+30%
|
|
|
13
|
NorthRock Partners
Minneapolis,
Minnesota
|
$34.8M
|
+$12.3M
|
+241,215
|
+54%
|
|
|
14
|
Fiduciary Trust
Boston,
Massachusetts
|
$34.6M
|
-$15M
|
-294,413
|
-30%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$31.2M
|
+$1.91M
|
+37,529
|
+6%
|
|
|
16
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$30.6M
|
+$7.68M
|
+151,260
|
+34%
|
|
|
17
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$30.2M
|
+$57.9K
|
+1,140
|
+0.2%
|
|
|
18
|
Weatherly Asset Management
Del Mar,
California
|
$29.7M
|
-$315K
|
-6,202
|
-1%
|
|
|
19
|
HB Wealth Management
Atlanta,
Georgia
|
$29.4M
|
+$23.5M
|
+463,452
|
+396%
|
|
|
20
|
|
$26.6M
|
-$3.25M
|
-64,055
|
-11%
|
|
|
21
|
Focus Partners Wealth
Boston,
Massachusetts
|
$24.9M
|
+$8.51M
|
+167,556
|
+52%
|
|
|
22
|
Bridgewater Advisors
New York
|
$24.9M
|
-$501K
|
-9,865
|
-2%
|
|
|
23
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$24.7M
|
+$3.64M
|
+71,714
|
+17%
|
|
|
24
|
Raymond James Financial
St Petersburg,
Florida
|
$22.2M
|
+$22.3M
|
+438,358
|
New
|
|
|
25
|
CWA Asset Management Group
Naples,
Florida
|
$22.1M
|
+$2.3M
|
+45,207
|
+12%
|
|
