|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$285M
|
+$235M
|
+4,636,250
|
+471%
|
|
|
2
|
|
$196M
|
+$18M
|
+355,065
|
+10%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$168M
|
+$13.1M
|
+258,018
|
+8%
|
|
|
4
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$165M
|
+$6.69M
|
+131,958
|
+4%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$147M
|
+$6.93M
|
+136,755
|
+5%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$137M
|
-$2.25M
|
-44,427
|
-2%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$133M
|
+$5.72M
|
+112,823
|
+4%
|
|
|
8
|
Bramshill Investments
Naples,
Florida
|
$132M
|
+$10.6M
|
+208,509
|
+9%
|
|
|
9
|
|
$120M
|
+$5.8M
|
+114,330
|
+5%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$80.7M
|
+$9.07M
|
+178,856
|
+13%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$63.3M
|
-$63.6K
|
-1,255
|
-0.1%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$59.9M
|
+$4.41M
|
+86,987
|
+8%
|
|
|
13
|
Americana Partners
Houston,
Texas
|
$59.9M
|
+$2.32M
|
+45,796
|
+4%
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$45.3M
|
+$35.4M
|
+697,804
|
+354%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$43.8M
|
-$10.2M
|
-201,735
|
-19%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$42.3M
|
+$5.69M
|
+112,268
|
+16%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$32.9M
|
+$945K
|
+18,634
|
+3%
|
|
|
18
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$32.7M
|
+$22.9M
|
+451,460
|
+233%
|
|
|
19
|
NewEdge Advisors
New Orleans,
Louisiana
|
$30.3M
|
-$16M
|
-315,403
|
-34%
|
|
|
20
|
Weil Company
San Diego,
California
|
$29.6M
|
+$29.6M
|
+583,651
|
New
|
|
|
21
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$27M
|
+$5.9M
|
+116,437
|
+28%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$26.6M
|
-$2.04M
|
-40,233
|
-7%
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$25.7M
|
-$1.19M
|
-23,566
|
-4%
|
|
|
24
|
United Services Automobile Association
San Antonio,
Texas
|
$24.8M
|
–
|
–
|
–
|
|
|
25
|
Alexander Randolph Advisory
Mclean,
Virginia
|
$24.2M
|
+$858K
|
+16,930
|
+4%
|
|
