|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$177M
|
-$4.32M
|
-91,665
|
-2%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$101M
|
+$37.5M
|
+796,558
|
+60%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$81.7M
|
+$23.2M
|
+492,721
|
+40%
|
|
|
4
|
Miracle Mile Advisors
Los Angeles,
California
|
$79.6M
|
+$2.52M
|
+53,558
|
+3%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$79.4M
|
+$7.56M
|
+160,353
|
+11%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$69.9M
|
+$56.1M
|
+1,190,472
|
+425%
|
|
|
7
|
|
$42.3M
|
+$10.9M
|
+230,990
|
+35%
|
|
|
8
|
MAI Capital Management
Independence,
Ohio
|
$41.7M
|
+$2.21M
|
+46,785
|
+6%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$39.3M
|
+$2.89M
|
+61,249
|
+8%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$30.1M
|
+$3.46M
|
+73,474
|
+13%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$28.9M
|
+$8.26M
|
+175,204
|
+40%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$28.7M
|
-$3.17M
|
-67,343
|
-10%
|
|
|
13
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$19.2M
|
+$13.5K
|
+287
|
+0.1%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$17.6M
|
+$2.04M
|
+43,336
|
+13%
|
|
|
15
|
Raymond James Financial
St Petersburg,
Florida
|
$17M
|
-$4.4M
|
-93,375
|
-21%
|
|
|
16
|
|
$16.2M
|
+$6.74M
|
+142,980
|
+72%
|
|
|
17
|
Pacific Wealth Management
San Diego,
California
|
$15.2M
|
+$180K
|
+3,821
|
+1%
|
|
|
18
|
Parcion Private Wealth
Bellevue,
Washington
|
$14.7M
|
+$384K
|
+8,137
|
+3%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$14.4M
|
+$1.06M
|
+22,487
|
+8%
|
|
|
20
|
|
$14.4M
|
+$14.2M
|
+302,056
|
New
|
|
|
21
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$11.9M
|
-$14.3K
|
-304
|
-0.1%
|
|
|
22
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$11.8M
|
+$3.42M
|
+72,608
|
+41%
|
|
|
23
|
Kelly Financial Services
Braintree,
Massachusetts
|
$10.2M
|
+$3.53M
|
+74,960
|
+54%
|
|
|
24
|
MML Investors Services
Springfield,
Massachusetts
|
$9.03M
|
+$3.45M
|
+73,287
|
+63%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.69M
|
-$85.4K
|
-1,811
|
-1%
|
|
