|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$471M
|
-$75M
|
-1,898,919
|
-14%
|
|
|
2
|
|
$272M
|
+$3.04M
|
+76,977
|
+1%
|
|
|
3
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$236M
|
+$13.1M
|
+331,480
|
+6%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$195M
|
+$32.9M
|
+833,197
|
+20%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$172M
|
+$9.97M
|
+252,186
|
+6%
|
|
|
6
|
Tectonic Advisors
Frisco,
Texas
|
$104M
|
+$4.19M
|
+106,065
|
+4%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$89.5M
|
+$20.4M
|
+516,420
|
+30%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$89.3M
|
+$3.61M
|
+91,309
|
+4%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$87.7M
|
+$2.86M
|
+72,361
|
+3%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$71.4M
|
-$3.22M
|
-81,482
|
-4%
|
|
|
11
|
Corient Private Wealth
Miami,
Florida
|
$70.9M
|
+$18.3M
|
+463,496
|
+35%
|
|
|
12
|
Kestra Investment Management
Austin,
Texas
|
$66.7M
|
-$11.6M
|
-292,519
|
-15%
|
|
|
13
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$54M
|
-$884K
|
-22,371
|
-2%
|
|
|
14
|
Cheviot Value Management
Beverly Hills,
California
|
$54M
|
-$464K
|
-11,736
|
-0.9%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$50.5M
|
-$3.24M
|
-81,976
|
-6%
|
|
|
16
|
Morling Financial Advisors
Fremont,
California
|
$45.3M
|
+$1.8M
|
+45,461
|
+4%
|
|
|
17
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$43.4M
|
-$3.77M
|
-95,300
|
-8%
|
|
|
18
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$37.5M
|
-$297K
|
-7,505
|
-0.8%
|
|
|
19
|
Bank of New York Mellon
New York
|
$33.6M
|
+$1.12M
|
+28,301
|
+3%
|
|
|
20
|
FAS Wealth Partners
Leawood,
Kansas
|
$26.9M
|
+$5.56M
|
+140,651
|
+26%
|
|
|
21
|
Weatherly Asset Management
Del Mar,
California
|
$26.8M
|
+$884K
|
+22,356
|
+3%
|
|
|
22
|
Horizon Investments
Charlotte,
North Carolina
|
$26.4M
|
-$78.3K
|
-1,981
|
-0.3%
|
|
|
23
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$26.4M
|
-$582K
|
-14,722
|
-2%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$26M
|
-$979K
|
-24,777
|
-4%
|
|
|
25
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$25.7M
|
+$187K
|
+4,722
|
+0.7%
|
|
