|
1
|
Prudential Financial
Newark,
New Jersey
|
$560M
|
-$52.5M
|
-1,415,634
|
-9%
|
|
|
2
|
Coldstream Capital Management
Bellevue,
Washington
|
$419M
|
-$2.98M
|
-80,373
|
-0.7%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$382M
|
+$2.89M
|
+77,870
|
+0.8%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$329M
|
+$16.4M
|
+443,143
|
+5%
|
|
|
5
|
&Partners
Nashville,
Tennessee
|
$317M
|
+$11.7M
|
+315,442
|
+4%
|
|
|
6
|
SYM Financial Corp
Winona Lake,
Indiana
|
$252M
|
-$3.26M
|
-87,889
|
-1%
|
|
|
7
|
Northern Trust
Chicago,
Illinois
|
$236M
|
+$18.1M
|
+488,144
|
+9%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$199M
|
+$14.4M
|
+389,056
|
+8%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$152M
|
+$3.81M
|
+102,846
|
+3%
|
|
|
10
|
Root Financial Partners
Encinitas,
California
|
$151M
|
+$7.02M
|
+189,283
|
+5%
|
|
|
11
|
Mariner
Overland Park,
Kansas
|
$147M
|
+$11.6M
|
+313,404
|
+9%
|
|
|
12
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$138M
|
+$1.27M
|
+34,388
|
+1%
|
|
|
13
|
Vise Technologies
New York
|
$130M
|
+$95.5M
|
+2,575,960
|
+309%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$127M
|
+$13.3M
|
+360,120
|
+12%
|
|
|
15
|
Corient Private Wealth
Miami,
Florida
|
$126M
|
+$89.3M
|
+2,409,307
|
+264%
|
|
|
16
|
Pure Financial Advisors
San Diego,
California
|
$114M
|
+$640K
|
+17,256
|
+0.6%
|
|
|
17
|
One Capital Management
Westlake Village,
California
|
$107M
|
+$7.56M
|
+204,090
|
+8%
|
|
|
18
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$103M
|
+$1.61M
|
+43,321
|
+2%
|
|
|
19
|
Evoke Wealth
Los Angeles,
California
|
$102M
|
+$11.4M
|
+308,301
|
+13%
|
|
|
20
|
Sequoia Financial Advisors
Akron,
Ohio
|
$101M
|
+$4.67M
|
+126,096
|
+5%
|
|
|
21
|
Clearstead Advisors
Cleveland,
Ohio
|
$101M
|
+$853K
|
+23,029
|
+0.9%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$95.6M
|
+$1.54M
|
+41,651
|
+2%
|
|
|
23
|
Focus Partners Wealth
Boston,
Massachusetts
|
$87.2M
|
-$2.02M
|
-54,422
|
-2%
|
|
|
24
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$84M
|
+$514K
|
+13,861
|
+0.6%
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$79.8M
|
+$50M
|
+1,349,024
|
+181%
|
|
