|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
USD 740 M
|
-USD 4.48 M
|
-80,737
|
-0.6%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
USD 600 M
|
+USD 29.3 M
|
+527,260
|
+5%
|
|
|
3
|
|
USD 484 M
|
+USD 81.8 M
|
+1,473,622
|
+19%
|
|
|
4
|
US Bancorp
Minneapolis,
Minnesota
|
USD 462 M
|
+USD 83.4 M
|
+1,503,470
|
+20%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
USD 341 M
|
-USD 18.7 M
|
-336,181
|
-5%
|
|
|
6
|
Sageworth Trust
Lancaster,
Pennsylvania
|
USD 251 M
|
-USD 11.2 M
|
-201,305
|
-4%
|
|
|
7
|
HB Wealth Management
Atlanta,
Georgia
|
USD 242 M
|
-USD 61.7 M
|
-1,111,345
|
-19%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
USD 191 M
|
+USD 2.67 M
|
+48,152
|
+1%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
USD 128 M
|
-USD 49.6 M
|
-893,643
|
-27%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
USD 127 M
|
+USD 13.5 M
|
+243,053
|
+11%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
USD 118 M
|
-USD 2.59 M
|
-46,723
|
-2%
|
|
|
12
|
LPL Financial
San Diego,
California
|
USD 112 M
|
+USD 229 k
|
+4,121
|
+0.2%
|
|
|
13
|
Wealthspire Advisors (New York)
New York
|
USD 109 M
|
-USD 1.04 M
|
-18,660
|
-0.9%
|
|
|
14
|
AllianceBernstein
Nashville,
Tennessee
|
USD 96.9 M
|
+USD 45.3 M
|
+817,236
|
+77%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
USD 94.5 M
|
+USD 1.32 M
|
+23,813
|
+1%
|
|
|
16
|
|
USD 91.3 M
|
+USD 732 k
|
+13,200
|
+0.8%
|
|
|
17
|
SignatureFD
Atlanta,
Georgia
|
USD 89.7 M
|
-USD 38.6 M
|
-695,515
|
-29%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
USD 82.4 M
|
+USD 1.58 M
|
+28,443
|
+2%
|
|
|
19
|
Global Endowment Management
Charlotte,
North Carolina
|
USD 67.6 M
|
+USD 14 M
|
+253,240
|
+24%
|
|
|
20
|
Sunflower Bank
Dallas,
Texas
|
USD 60 M
|
-USD 897 k
|
-16,174
|
-1%
|
|
|
21
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
USD 58.4 M
|
-USD 7.42 M
|
-133,774
|
-11%
|
|
|
22
|
Kestra Advisory Services
Austin,
Texas
|
USD 58.4 M
|
+USD 7.51 M
|
+135,451
|
+14%
|
|
|
23
|
Bogart Wealth LLC
Mclean,
Virginia
|
USD 51.1 M
|
+USD 2.3 M
|
+41,380
|
+4%
|
|
|
24
|
Sentinel Trust
Houston,
Texas
|
USD 49.5 M
|
+USD 1.12 M
|
+20,257
|
+2%
|
|
|
25
|
Column Capital Advisors
Indianapolis,
Indiana
|
USD 48.6 M
|
+USD 17.8 M
|
+321,229
|
+31%
|
|
