|
1
|
Bank of America
Charlotte,
North Carolina
|
USD 316 M
|
-USD 9.09 M
|
-107,913
|
-3%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
USD 209 M
|
+USD 27.2 M
|
+323,327
|
+15%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
USD 85.7 M
|
+USD 18.1 M
|
+214,735
|
+27%
|
|
|
4
|
|
USD 74.9 M
|
+USD 1.46 M
|
+17,281
|
+2%
|
|
|
5
|
Wealthfront
Palo Alto,
California
|
USD 62.7 M
|
+USD 9.17 M
|
+108,860
|
+17%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
USD 48.4 M
|
+USD 4.91 M
|
+58,276
|
+11%
|
|
|
7
|
Stratos Wealth Partners
Beachwood,
Ohio
|
USD 43.6 M
|
+USD 402 k
|
+4,774
|
+0.9%
|
|
|
8
|
Cobblestone Capital Advisors
Rochester,
New York
|
USD 40.3 M
|
-USD 966 k
|
-11,461
|
-2%
|
|
|
9
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
USD 40 M
|
+USD 736 k
|
+8,737
|
+2%
|
|
|
10
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
USD 34.1 M
|
+USD 33.6 M
|
+399,235
|
Nuevas
|
|
|
11
|
United Services Automobile Association
San Antonio,
Texas
|
USD 33.8 M
|
-USD 917 k
|
-10,880
|
-3%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
USD 30.8 M
|
+USD 4.28 M
|
+50,780
|
+16%
|
|
|
13
|
Brown Advisory
Baltimore,
Maryland
|
USD 29.9 M
|
+USD 1.06 M
|
+12,620
|
+4%
|
|
|
14
|
US Bancorp
Minneapolis,
Minnesota
|
USD 28.1 M
|
-USD 818 k
|
-9,711
|
-3%
|
|
|
15
|
Coldstream Capital Management
Bellevue,
Washington
|
USD 27.2 M
|
-USD 2.12 M
|
-25,188
|
-7%
|
|
|
16
|
Van Cleef Asset Management
Beachwood,
Ohio
|
USD 23.7 M
|
+USD 572 k
|
+6,787
|
+3%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
USD 22.7 M
|
+USD 473 k
|
+5,609
|
+2%
|
|
|
18
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
USD 19.9 M
|
+USD 1.43 M
|
+16,997
|
+8%
|
|
|
19
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
USD 19.2 M
|
+USD 1.47 M
|
+17,426
|
+8%
|
|
|
20
|
FCG Advisors
Chatham,
New Jersey
|
USD 17.8 M
|
+USD 1.09 M
|
+12,975
|
+7%
|
|
|
21
|
LPL Financial
San Diego,
California
|
USD 16.7 M
|
-USD 17.3 M
|
-204,866
|
-51%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
USD 16.3 M
|
+USD 8.42 M
|
+99,936
|
+109%
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
USD 14.1 M
|
+USD 13.9 M
|
+165,104
|
Nuevas
|
|
|
24
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
USD 13.9 M
|
+USD 2.4 M
|
+28,509
|
+21%
|
|
|
25
|
Diversified Trust
Memphis,
Tennessee
|
USD 13.5 M
|
+USD 724 k
|
+8,593
|
+6%
|
|
