|
1
|
|
$1.29B
|
+$144M
|
+3,145,938
|
+12%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$987M
|
+$10.3M
|
+224,768
|
+1%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$440M
|
-$393M
|
-8,580,867
|
-47%
|
|
|
4
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$167M
|
+$22.2M
|
+485,364
|
+15%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$147M
|
-$7.01M
|
-153,111
|
-4%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$141M
|
+$1.71M
|
+37,276
|
+1%
|
|
|
7
|
Focus Partners Wealth
Boston,
Massachusetts
|
$128M
|
+$847K
|
+18,501
|
+0.7%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$114M
|
+$6.88M
|
+150,214
|
+6%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$107M
|
-$29.9M
|
-653,131
|
-22%
|
|
|
10
|
Gradient Investments
Arden Hills,
Minnesota
|
$106M
|
+$5.48M
|
+119,709
|
+5%
|
|
|
11
|
Corient Private Wealth
Miami,
Florida
|
$93.4M
|
+$67.6M
|
+1,476,226
|
+234%
|
|
|
12
|
Hamilton Capital
Columbus,
Ohio
|
$92.2M
|
+$6.82M
|
+149,033
|
+8%
|
|
|
13
|
Modern Wealth Management
Lenexa,
Kansas
|
$90.3M
|
+$11.6M
|
+253,824
|
+15%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$89.9M
|
+$73.7M
|
+1,610,189
|
+423%
|
|
|
15
|
Foster & Motley
Cincinnati,
Ohio
|
$88.1M
|
+$6.41M
|
+139,952
|
+8%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$84.6M
|
-$616K
|
-13,441
|
-0.7%
|
|
|
17
|
Advance Capital Management
Southfield,
Michigan
|
$79.6M
|
+$80.1M
|
+1,748,998
|
+12,596%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$79.3M
|
-$14.8M
|
-322,376
|
-16%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$73.9M
|
+$3.31M
|
+72,354
|
+5%
|
|
|
20
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$69.3M
|
-$5.2M
|
-113,478
|
-7%
|
|
|
21
|
Bank of New York Mellon
New York
|
$55.7M
|
+$339K
|
+7,400
|
+0.6%
|
|
|
22
|
Madison Asset Management
Madison,
Wisconsin
|
$53.7M
|
-$15.7M
|
-342,672
|
-22%
|
|
|
23
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$48.7M
|
-$37.6M
|
-820,316
|
-43%
|
|
|
24
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$48.1M
|
-$279K
|
-6,084
|
-0.6%
|
|
|
25
|
EP Wealth Advisors
Torrance,
California
|
$46.3M
|
+$47M
|
+1,025,837
|
New
|
|
