|
1
|
Prudential Financial
Newark,
New Jersey
|
$586M
|
–
|
–
|
–
|
|
|
2
|
Coldstream Capital Management
Bellevue,
Washington
|
$403M
|
+$187M
|
+5,295,294
|
+92%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$362M
|
+$24.9M
|
+703,703
|
+8%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$297M
|
+$22.1M
|
+625,143
|
+8%
|
|
|
5
|
&Partners
Nashville,
Tennessee
|
$292M
|
+$29.8M
|
+841,229
|
+12%
|
|
|
6
|
SYM Financial Corp
Winona Lake,
Indiana
|
$243M
|
+$2.9M
|
+81,862
|
+1%
|
|
|
7
|
Arax Advisory Partners
Denver,
Colorado
|
$231M
|
+$202M
|
+5,703,764
|
+2,964%
|
|
|
8
|
Northern Trust
Chicago,
Illinois
|
$207M
|
+$3.15M
|
+89,198
|
+2%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$175M
|
+$6.04M
|
+170,752
|
+4%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$141M
|
+$20.2M
|
+570,297
|
+17%
|
|
|
11
|
Root Financial Partners
Encinitas,
California
|
$137M
|
+$34.5M
|
+975,094
|
+35%
|
|
|
12
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$131M
|
+$974K
|
+27,526
|
+0.8%
|
|
|
13
|
Mariner
Overland Park,
Kansas
|
$129M
|
+$12.2M
|
+345,454
|
+11%
|
|
|
14
|
Pure Financial Advisors
San Diego,
California
|
$108M
|
+$2.67M
|
+75,505
|
+3%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$108M
|
+$29.4M
|
+830,009
|
+39%
|
|
|
16
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$96.8M
|
+$2.79M
|
+78,854
|
+3%
|
|
|
17
|
Clearstead Advisors
Cleveland,
Ohio
|
$95.6M
|
+$1.16M
|
+32,720
|
+1%
|
|
|
18
|
One Capital Management
Westlake Village,
California
|
$95.1M
|
+$55.4M
|
+1,566,685
|
+149%
|
|
|
19
|
Sequoia Financial Advisors
Akron,
Ohio
|
$91.9M
|
+$6.82M
|
+192,951
|
+8%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$89.7M
|
+$5.78M
|
+163,358
|
+7%
|
|
|
21
|
Evoke Wealth
Los Angeles,
California
|
$86.3M
|
+$3.56M
|
+100,519
|
+4%
|
|
|
22
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$85.8M
|
+$13.7M
|
+388,725
|
+20%
|
|
|
23
|
Focus Partners Wealth
Boston,
Massachusetts
|
$85.2M
|
+$8.01M
|
+226,532
|
+11%
|
|
|
24
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$79.6M
|
+$1.43M
|
+40,550
|
+2%
|
|
|
25
|
Wealthspire Advisors (New York)
New York
|
$78.7M
|
-$617K
|
-17,437
|
-0.8%
|
|
