|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$174M
|
-$4.05M
|
-86,068
|
-2%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$108M
|
+$6.36M
|
+135,162
|
+6%
|
|
|
3
|
Miracle Mile Advisors
Los Angeles,
California
|
$85.2M
|
+$5.02M
|
+106,661
|
+6%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$81.1M
|
-$1.08M
|
-22,968
|
-1%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$80.2M
|
+$276K
|
+5,855
|
+0.4%
|
|
|
6
|
|
$45.9M
|
+$3.31M
|
+70,324
|
+8%
|
|
|
7
|
MAI Capital Management
Independence,
Ohio
|
$44.6M
|
+$2.54M
|
+53,979
|
+6%
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$43.2M
|
+$3.5M
|
+74,455
|
+9%
|
|
|
9
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$33.6M
|
+$14M
|
+298,166
|
+74%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$32.2M
|
+$1.81M
|
+38,425
|
+6%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$30.9M
|
+$1.98M
|
+42,074
|
+7%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$29.6M
|
+$533K
|
+11,335
|
+2%
|
|
|
13
|
Compass Wealth Management (Georgia)
Atlanta,
Georgia
|
$23.3M
|
+$22.9M
|
+486,835
|
New
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$19.7M
|
+$5.21M
|
+110,606
|
+37%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$19.6M
|
-$49.9M
|
-1,061,352
|
-72%
|
|
|
16
|
|
$18.4M
|
+$2.09M
|
+44,442
|
+13%
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$16.8M
|
-$286K
|
-6,087
|
-2%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$16.8M
|
-$924K
|
-19,637
|
-5%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$16.2M
|
+$12.5M
|
+265,503
|
+353%
|
|
|
20
|
Parcion Private Wealth
Bellevue,
Washington
|
$15.5M
|
+$644K
|
+13,688
|
+4%
|
|
|
21
|
Pacific Wealth Management
San Diego,
California
|
$15.3M
|
+$7.67K
|
+163
|
+0.1%
|
|
|
22
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$14.3M
|
+$2.41M
|
+51,103
|
+21%
|
|
|
23
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$12.2M
|
+$148K
|
+3,150
|
+1%
|
|
|
24
|
Kelly Financial Services
Braintree,
Massachusetts
|
$11.1M
|
+$754K
|
+16,013
|
+7%
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$9.73M
|
+$630K
|
+13,390
|
+7%
|
|
