|
1
|
Charles Schwab
San Francisco,
California
|
$983M
|
+$608M
|
+13,477,484
|
+167%
|
|
|
2
|
|
$972M
|
+$49M
|
+1,087,802
|
+5%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$837M
|
+$5.08M
|
+112,695
|
+0.6%
|
|
|
4
|
Richard Bernstein Advisors
New York
|
$410M
|
-$59.6M
|
-1,323,021
|
-13%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$160M
|
+$19.3M
|
+429,083
|
+14%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$142M
|
+$27M
|
+598,927
|
+24%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$138M
|
+$125M
|
+2,778,680
|
+1,149%
|
|
|
8
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$129M
|
+$16.2M
|
+359,662
|
+15%
|
|
|
9
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$118M
|
+$5.66M
|
+125,616
|
+5%
|
|
|
10
|
Gradient Investments
Arden Hills,
Minnesota
|
$97.7M
|
+$6.79M
|
+150,680
|
+8%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$94.3M
|
+$3M
|
+66,464
|
+3%
|
|
|
12
|
Corient Private Wealth
Miami,
Florida
|
$82.2M
|
+$15.1M
|
+334,213
|
+23%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$80.4M
|
+$16.6M
|
+367,221
|
+26%
|
|
|
14
|
Foster & Motley
Cincinnati,
Ohio
|
$78.6M
|
+$9.89M
|
+219,336
|
+15%
|
|
|
15
|
Madison Asset Management
Madison,
Wisconsin
|
$74.9M
|
-$3.85M
|
-85,427
|
-5%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$68.3M
|
+$12.4M
|
+275,690
|
+23%
|
|
|
17
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$67.3M
|
+$2.96M
|
+65,562
|
+5%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$66.5M
|
+$7.41M
|
+164,420
|
+13%
|
|
|
19
|
Parallel Advisors
San Francisco,
California
|
$65.3M
|
+$6.34M
|
+140,630
|
+11%
|
|
|
20
|
Modern Wealth Management
Lenexa,
Kansas
|
$64M
|
+$24.7M
|
+548,655
|
+64%
|
|
|
21
|
Bank of New York Mellon
New York
|
$57.6M
|
+$12.9M
|
+287,178
|
+29%
|
|
|
22
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$49.3M
|
-$221K
|
-4,912
|
-0.5%
|
|
|
23
|
Divergent Planning
Bethesda,
Maryland
|
$39.9M
|
+$2.78M
|
+61,696
|
+8%
|
|
|
24
|
CGN Advisors
Manhattan,
Kansas
|
$38.6M
|
+$1.79M
|
+39,763
|
+5%
|
|
|
25
|
SPC Financial Inc
Rockville,
Maryland
|
$38M
|
+$1.01M
|
+22,372
|
+3%
|
|
