|
1
|
|
$1.86B
|
+$410M
|
+8,164,374
|
+28%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$956M
|
+$51.7M
|
+1,030,873
|
+6%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$849M
|
+$110M
|
+2,194,700
|
+15%
|
|
|
4
|
Avantax Advisory Services
Dallas,
Texas
|
$434M
|
+$19.7M
|
+393,125
|
+5%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$432M
|
+$56.3M
|
+1,123,141
|
+15%
|
|
|
6
|
SVB Wealth
Boston,
Massachusetts
|
$367M
|
-$28.6M
|
-570,137
|
-7%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$333M
|
+$72.4M
|
+1,442,738
|
+28%
|
|
|
8
|
Grimes & Company
Westborough,
Massachusetts
|
$318M
|
+$316M
|
+6,302,962
|
+12,769%
|
|
|
9
|
|
$309M
|
-$23.2M
|
-463,230
|
-7%
|
|
|
10
|
HB Wealth Management
Atlanta,
Georgia
|
$286M
|
+$37.4M
|
+744,914
|
+15%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$218M
|
+$30M
|
+597,093
|
+16%
|
|
|
12
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$206M
|
+$105M
|
+2,099,213
|
+105%
|
|
|
13
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$197M
|
+$197M
|
+3,924,182
|
New
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$192M
|
+$69.4M
|
+1,384,218
|
+56%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$190M
|
+$63.4M
|
+1,262,816
|
+50%
|
|
|
16
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$189M
|
+$43.8M
|
+872,645
|
+30%
|
|
|
17
|
|
$186M
|
+$1.9M
|
+37,787
|
+1%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$158M
|
-$43.5M
|
-866,304
|
-22%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$148M
|
+$27.6M
|
+549,989
|
+23%
|
|
|
20
|
SignatureFD
Atlanta,
Georgia
|
$128M
|
-$102M
|
-2,032,623
|
-44%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$118M
|
+$56.3M
|
+1,122,302
|
+91%
|
|
|
22
|
AJ Wealth Strategies
New York
|
$104M
|
-$3.72M
|
-74,073
|
-3%
|
|
|
23
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$96.2M
|
-$519K
|
-10,339
|
-0.5%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$94.7M
|
+$36.8M
|
+733,361
|
+63%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$92M
|
-$2.73M
|
-54,431
|
-3%
|
|
