|
1
|
|
$1.16B
|
+$189M
|
+4,119,668
|
+19%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$987M
|
+$3.76M
|
+82,081
|
+0.4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$837M
|
-$151K
|
-3,302
|
-0%
|
|
|
4
|
Richard Bernstein Advisors
New York
|
$406M
|
-$2.96M
|
-64,709
|
-0.7%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$156M
|
-$3.64M
|
-79,588
|
-2%
|
|
|
6
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$147M
|
+$17.8M
|
+389,469
|
+14%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$141M
|
+$2.86M
|
+62,475
|
+2%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$138M
|
-$3.7M
|
-80,811
|
-3%
|
|
|
9
|
Focus Partners Wealth
Boston,
Massachusetts
|
$128M
|
+$128M
|
+2,806,002
|
New
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$108M
|
+$13.7M
|
+299,387
|
+15%
|
|
|
11
|
Gradient Investments
Arden Hills,
Minnesota
|
$102M
|
+$4.05M
|
+88,393
|
+4%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$95M
|
+$26.7M
|
+582,234
|
+39%
|
|
|
13
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$86.6M
|
+$75.7M
|
+1,654,186
|
+691%
|
|
|
14
|
Hamilton Capital
Columbus,
Ohio
|
$86.5M
|
+$86.6M
|
+1,892,321
|
New
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$86.2M
|
+$5.71M
|
+124,760
|
+7%
|
|
|
16
|
Foster & Motley
Cincinnati,
Ohio
|
$82.7M
|
+$4.01M
|
+87,647
|
+5%
|
|
|
17
|
Modern Wealth Management
Lenexa,
Kansas
|
$79.6M
|
+$15.6M
|
+340,983
|
+24%
|
|
|
18
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$75.3M
|
+$7.94M
|
+173,403
|
+12%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$71.4M
|
+$4.91M
|
+107,267
|
+7%
|
|
|
20
|
Madison Asset Management
Madison,
Wisconsin
|
$70M
|
-$4.99M
|
-109,092
|
-7%
|
|
|
21
|
Parallel Advisors
San Francisco,
California
|
$68.9M
|
+$3.56M
|
+77,711
|
+5%
|
|
|
22
|
Bank of New York Mellon
New York
|
$56M
|
-$1.7M
|
-37,076
|
-3%
|
|
|
23
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$49M
|
-$373K
|
-8,159
|
-0.8%
|
|
|
24
|
Divergent Planning
Bethesda,
Maryland
|
$41.8M
|
+$2M
|
+43,628
|
+5%
|
|
|
25
|
CGN Advisors
Manhattan,
Kansas
|
$40.2M
|
+$1.53M
|
+33,471
|
+4%
|
|
