|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$178M
|
+$108M
|
+2,264,590
|
+146%
|
|
|
2
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$113M
|
+$115M
|
+2,415,882
|
New
|
|
|
3
|
Miracle Mile Advisors
Los Angeles,
California
|
$75.9M
|
+$662K
|
+13,868
|
+0.9%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$70.6M
|
+$14.2M
|
+298,116
|
+25%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$61.7M
|
+$13.5M
|
+283,042
|
+27%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$57.3M
|
+$4.16M
|
+87,175
|
+8%
|
|
|
7
|
MAI Capital Management
Independence,
Ohio
|
$38.9M
|
+$39.7M
|
+831,436
|
New
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$35.9M
|
+$2.61M
|
+54,662
|
+8%
|
|
|
9
|
Madison Asset Management
Madison,
Wisconsin
|
$33.6M
|
+$11.6M
|
+243,767
|
+51%
|
|
|
10
|
Madison Investment Advisors
Madison,
Wisconsin
|
$33.6M
|
+$34.3M
|
+718,296
|
New
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$31.4M
|
+$6.19M
|
+129,615
|
+24%
|
|
|
12
|
|
$30.8M
|
+$6.05M
|
+126,658
|
+24%
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$26.2M
|
-$944K
|
-19,776
|
-3%
|
|
|
14
|
Bailard
Foster City,
California
|
$21.4M
|
-$625K
|
-13,093
|
-3%
|
|
|
15
|
Raymond James Financial
St Petersburg,
Florida
|
$21.1M
|
+$21.5M
|
+450,242
|
New
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$20.3M
|
+$3.84M
|
+80,440
|
+23%
|
|
|
17
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$18.9M
|
+$3.66M
|
+76,530
|
+23%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$15.3M
|
-$545K
|
-11,418
|
-3%
|
|
|
19
|
Pacific Wealth Management
San Diego,
California
|
$14.7M
|
-$9.47M
|
-198,268
|
-39%
|
|
|
20
|
Parcion Private Wealth
Bellevue,
Washington
|
$14.1M
|
+$209K
|
+4,368
|
+1%
|
|
|
21
|
AssetMark Inc
Concord,
California
|
$13.1M
|
+$1.71M
|
+35,908
|
+15%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$13.1M
|
+$1.56M
|
+32,768
|
+13%
|
|
|
23
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$11.8M
|
+$4.06M
|
+84,923
|
+51%
|
|
|
24
|
|
$9.25M
|
-$963K
|
-20,157
|
-9%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.64M
|
-$99.5K
|
-2,083
|
-1%
|
|
