|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
USD 1145 M
|
+USD 74.2 M
|
+1,803,311
|
+7%
|
|
|
2
|
First Command Advisory Services
Fort Worth,
Texas
|
USD 630 M
|
+USD 14.8 M
|
+359,333
|
+2%
|
|
|
3
|
Prudential Financial
Newark,
New Jersey
|
USD 617 M
|
+USD 152 M
|
+3,688,940
|
+33%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
USD 429 M
|
+USD 62.3 M
|
+1,514,435
|
+17%
|
|
|
5
|
&Partners
Nashville,
Tennessee
|
USD 406 M
|
+USD 29.7 M
|
+721,527
|
+8%
|
|
|
6
|
Northern Trust
Chicago,
Illinois
|
USD 325 M
|
+USD 40.9 M
|
+992,673
|
+14%
|
|
|
7
|
SYM Financial Corp
Winona Lake,
Indiana
|
USD 278 M
|
+USD 8.67 M
|
+210,762
|
+3%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
USD 267 M
|
+USD 23.6 M
|
+572,599
|
+10%
|
|
|
9
|
Coldstream Capital Management
Bellevue,
Washington
|
USD 233 M
|
-USD 227 M
|
-5,519,556
|
-49%
|
|
|
10
|
LPL Financial
San Diego,
California
|
USD 196 M
|
+USD 30.5 M
|
+740,453
|
+18%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
USD 188 M
|
+USD 15.3 M
|
+372,171
|
+9%
|
|
|
12
|
Root Financial Partners
Encinitas,
California
|
USD 187 M
|
+USD 14.9 M
|
+361,377
|
+9%
|
|
|
13
|
Vise Technologies
New York
|
USD 185 M
|
+USD 44.7 M
|
+1,086,911
|
+32%
|
|
|
14
|
Mariner
Overland Park,
Kansas
|
USD 179 M
|
+USD 2.9 M
|
+70,380
|
+2%
|
|
|
15
|
MAI Capital Management
Independence,
Ohio
|
USD 172 M
|
+USD 123 M
|
+2,979,357
|
+250%
|
|
|
16
|
Annex Advisory Services
Brookfield,
Wisconsin
|
USD 170 M
|
+USD 8.91 M
|
+216,430
|
+6%
|
|
|
17
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
USD 152 M
|
+USD 3.87 M
|
+93,985
|
+3%
|
|
|
18
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
USD 150 M
|
+USD 6.29 M
|
+152,720
|
+4%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
USD 142 M
|
+USD 38.2 M
|
+927,428
|
+37%
|
|
|
20
|
Corient Private Wealth
Miami,
Florida
|
USD 127 M
|
-USD 5.95 M
|
-144,485
|
-4%
|
|
|
21
|
Mercer Global Advisors
Denver,
Colorado
|
USD 123 M
|
+USD 24 M
|
+582,877
|
+24%
|
|
|
22
|
Pure Financial Advisors
San Diego,
California
|
USD 121 M
|
-USD 796 k
|
-19,351
|
-0.7%
|
|
|
23
|
LVZ Inc
Holland,
Michigan
|
USD 120 M
|
+USD 928 k
|
+22,550
|
+0.8%
|
|
|
24
|
Clearstead Advisors
Cleveland,
Ohio
|
USD 117 M
|
+USD 5.35 M
|
+129,956
|
+5%
|
|
|
25
|
Sequoia Financial Advisors
Akron,
Ohio
|
USD 117 M
|
+USD 4.63 M
|
+112,388
|
+4%
|
|
