|
1
|
|
$3.09B
|
+$29M
|
+282,141
|
+0.9%
|
|
|
2
|
|
$448M
|
+$23.8M
|
+231,247
|
+6%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$345M
|
+$166M
|
+1,614,232
|
+92%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$287M
|
-$53.3M
|
-517,378
|
-16%
|
|
|
5
|
Fidelity Investments
Boston,
Massachusetts
|
$270M
|
-$24.3M
|
-236,233
|
-8%
|
|
|
6
|
Modera Wealth Management
Westwood,
New Jersey
|
$233M
|
+$14.7M
|
+142,348
|
+7%
|
|
|
7
|
Ritholtz Wealth Management
New York
|
$231M
|
+$11.3M
|
+109,416
|
+5%
|
|
|
8
|
|
$163M
|
-$23.8M
|
-231,301
|
-13%
|
|
|
9
|
|
$139M
|
-$17.7M
|
-172,309
|
-11%
|
|
|
10
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$132M
|
+$37.7M
|
+366,392
|
+40%
|
|
|
11
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$118M
|
+$8.91M
|
+86,535
|
+8%
|
|
|
12
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$115M
|
+$4.5M
|
+43,725
|
+4%
|
|
|
13
|
3EDGE Asset Management
Naples,
Florida
|
$114M
|
-$6.59M
|
-64,006
|
-5%
|
|
|
14
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$112M
|
+$6.77M
|
+65,760
|
+6%
|
|
|
15
|
Quotient Wealth Partners
Dallas,
Texas
|
$109M
|
+$8.2M
|
+79,701
|
+8%
|
|
|
16
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$93.6M
|
+$5.36M
|
+52,085
|
+6%
|
|
|
17
|
Wealthcare Capital Management
Richmond,
Virginia
|
$88.1M
|
+$2.94M
|
+28,572
|
+3%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$87.9M
|
-$253M
|
-2,461,593
|
-74%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$85.5M
|
-$8.88M
|
-86,288
|
-9%
|
|
|
20
|
Destination Wealth Management
Walnut Creek,
California
|
$81.7M
|
+$3.65M
|
+35,479
|
+5%
|
|
|
21
|
Farther Finance Advisors
San Francisco,
California
|
$75.6M
|
+$30.3M
|
+293,986
|
+66%
|
|
|
22
|
Raymond James Financial
St Petersburg,
Florida
|
$75.6M
|
+$4.37M
|
+42,441
|
+6%
|
|
|
23
|
MASECO Private Wealth
London,
|
$75.1M
|
+$4.76M
|
+46,249
|
+7%
|
|
|
24
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
$74.7M
|
+$75.1M
|
+730,000
|
New
|
|
|
25
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$68.2M
|
+$2.48M
|
+24,135
|
+4%
|
|
