|
1
|
|
$844M
|
+$27.3M
|
+537,343
|
+3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$715M
|
-$10.7M
|
-210,864
|
-1%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$525M
|
+$29M
|
+571,862
|
+6%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$344M
|
-$7.06M
|
-138,993
|
-2%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$342M
|
-$28.7M
|
-565,386
|
-8%
|
|
|
6
|
SVB Wealth
Boston,
Massachusetts
|
$283M
|
+$46M
|
+905,116
|
+19%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$210M
|
+$16.7M
|
+328,224
|
+9%
|
|
|
8
|
Homrich & Berg
Atlanta,
Georgia
|
$189M
|
-$40.8M
|
-804,084
|
-18%
|
|
|
9
|
|
$161M
|
+$11.2M
|
+220,310
|
+7%
|
|
|
10
|
Allworth Financial
Folsom,
California
|
$149M
|
-$29.6M
|
-583,363
|
-17%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$123M
|
+$11.1M
|
+218,280
|
+10%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$107M
|
+$1.01M
|
+19,963
|
+1%
|
|
|
13
|
Klingman & Associates
New York
|
$107M
|
-$862K
|
-16,978
|
-0.8%
|
|
|
14
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
$105M
|
+$6.18M
|
+121,703
|
+6%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$98.9M
|
+$12.9M
|
+253,103
|
+15%
|
|
|
16
|
SignatureFD
Atlanta,
Georgia
|
$77.4M
|
+$11M
|
+216,758
|
+17%
|
|
|
17
|
Stephens Inc
Little Rock,
Arkansas
|
$76.1M
|
-$2.08M
|
-41,005
|
-3%
|
|
|
18
|
REDW Wealth
Albuquerque,
New Mexico
|
$67M
|
+$1.24M
|
+24,339
|
+2%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$63.7M
|
+$3.07M
|
+60,530
|
+5%
|
|
|
20
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$63.5M
|
+$295K
|
+5,806
|
+0.5%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$62.4M
|
+$7.5M
|
+147,635
|
+14%
|
|
|
22
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$61.5M
|
+$326K
|
+6,412
|
+0.5%
|
|
|
23
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$52.8M
|
+$11.2M
|
+219,981
|
+27%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$51.8M
|
-$76.4M
|
-1,503,443
|
-60%
|
|
|
25
|
NorthCoast Asset Management
Greenwich,
Connecticut
|
$51.3M
|
-$3.88M
|
-76,362
|
-7%
|
|
