|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.01B
|
+$637M
|
+15,930,985
|
+159%
|
|
|
2
|
First Command Advisory Services
Fort Worth,
Texas
|
$581M
|
+$597M
|
+14,912,688
|
New
|
|
|
3
|
Prudential Financial
Newark,
New Jersey
|
$439M
|
-$137M
|
-3,435,987
|
-23%
|
|
|
4
|
Coldstream Capital Management
Bellevue,
Washington
|
$435M
|
+$6.18M
|
+154,390
|
+1%
|
|
|
5
|
&Partners
Nashville,
Tennessee
|
$355M
|
+$29.7M
|
+741,604
|
+9%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$347M
|
+$10.9M
|
+272,838
|
+3%
|
|
|
7
|
Northern Trust
Chicago,
Illinois
|
$268M
|
+$27.8M
|
+695,193
|
+11%
|
|
|
8
|
SYM Financial Corp
Winona Lake,
Indiana
|
$254M
|
-$3.6M
|
-90,064
|
-1%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$230M
|
+$27.4M
|
+684,023
|
+13%
|
|
|
10
|
Mariner
Overland Park,
Kansas
|
$167M
|
+$16.9M
|
+421,672
|
+11%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$163M
|
+$8.42M
|
+210,412
|
+5%
|
|
|
12
|
Root Financial Partners
Encinitas,
California
|
$162M
|
+$7.94M
|
+198,552
|
+5%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$156M
|
+$27.7M
|
+692,682
|
+21%
|
|
|
14
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$152M
|
+$156M
|
+3,912,260
|
New
|
|
|
15
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$140M
|
-$1.14M
|
-28,388
|
-0.8%
|
|
|
16
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$136M
|
+$106M
|
+2,659,836
|
+322%
|
|
|
17
|
Vise Technologies
New York
|
$130M
|
–
|
–
|
–
|
|
|
18
|
Corient Private Wealth
Miami,
Florida
|
$125M
|
-$4.08M
|
-102,121
|
-3%
|
|
|
19
|
One Capital Management
Westlake Village,
California
|
$115M
|
+$5.39M
|
+134,705
|
+5%
|
|
|
20
|
Pure Financial Advisors
San Diego,
California
|
$115M
|
-$2.09M
|
-52,156
|
-2%
|
|
|
21
|
Evoke Wealth
Los Angeles,
California
|
$114M
|
+$10.2M
|
+253,757
|
+9%
|
|
|
22
|
LVZ Inc
Holland,
Michigan
|
$113M
|
+$41.3M
|
+1,032,895
|
+55%
|
|
|
23
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$107M
|
+$1.37M
|
+34,369
|
+1%
|
|
|
24
|
Sequoia Financial Advisors
Akron,
Ohio
|
$106M
|
+$2.43M
|
+60,679
|
+2%
|
|
|
25
|
Clearstead Advisors
Cleveland,
Ohio
|
$106M
|
+$2.49M
|
+62,145
|
+2%
|
|
