|
1
|
Prudential Financial
Newark,
New Jersey
|
$557M
|
-$86.6M
|
-2,642,428
|
-14%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$320M
|
+$59.5M
|
+1,814,546
|
+24%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$261M
|
+$18M
|
+548,406
|
+8%
|
|
|
4
|
&Partners
Nashville,
Tennessee
|
$250M
|
+$50.9M
|
+1,554,228
|
+27%
|
|
|
5
|
SYM Financial Corp
Winona Lake,
Indiana
|
$229M
|
-$1.86M
|
-56,639
|
-0.8%
|
|
|
6
|
Coldstream Capital Management
Bellevue,
Washington
|
$200M
|
+$190M
|
+5,786,637
|
New
|
|
|
7
|
Northern Trust
Chicago,
Illinois
|
$194M
|
+$23M
|
+702,812
|
+14%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$161M
|
+$24.7M
|
+753,562
|
+19%
|
|
|
9
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$123M
|
-$2.85M
|
-86,898
|
-2%
|
|
|
10
|
Corient Private Wealth
Miami,
Florida
|
$121M
|
-$9.48M
|
-289,464
|
-8%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$114M
|
+$2.24M
|
+68,258
|
+2%
|
|
|
12
|
Mariner
Overland Park,
Kansas
|
$111M
|
+$10.6M
|
+322,574
|
+11%
|
|
|
13
|
Pure Financial Advisors
San Diego,
California
|
$100M
|
+$4.72K
|
+144
|
+0%
|
|
|
14
|
Root Financial Partners
Encinitas,
California
|
$96.9M
|
-$16.3M
|
-498,505
|
-15%
|
|
|
15
|
Clearstead Advisors
Cleveland,
Ohio
|
$89.8M
|
-$226K
|
-6,911
|
-0.3%
|
|
|
16
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$89.4M
|
+$2M
|
+61,057
|
+2%
|
|
|
17
|
Sequoia Financial Advisors
Akron,
Ohio
|
$80.7M
|
+$16.1M
|
+492,869
|
+27%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$79.6M
|
+$2.33M
|
+71,136
|
+3%
|
|
|
19
|
Evoke Wealth
Los Angeles,
California
|
$78.6M
|
+$8.43M
|
+257,385
|
+13%
|
|
|
20
|
Wealthspire Advisors (New York)
New York
|
$75.5M
|
-$1.83M
|
-55,742
|
-2%
|
|
|
21
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$74.3M
|
+$510K
|
+15,553
|
+0.7%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$73.7M
|
+$24.6M
|
+752,095
|
+55%
|
|
|
23
|
Focus Partners Wealth
Boston,
Massachusetts
|
$73.2M
|
+$9.15M
|
+279,201
|
+15%
|
|
|
24
|
LVZ Inc
Holland,
Michigan
|
$71.1M
|
-$228K
|
-6,949
|
-0.3%
|
|
|
25
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$67.3M
|
+$22.7M
|
+693,289
|
+55%
|
|
