|
1
|
|
$934M
|
+$90.8M
|
+1,787,214
|
+11%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$737M
|
+$22.1M
|
+434,595
|
+3%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$557M
|
+$32.8M
|
+645,956
|
+6%
|
|
|
4
|
SVB Wealth
Boston,
Massachusetts
|
$378M
|
+$95.3M
|
+1,876,426
|
+34%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$378M
|
+$34.4M
|
+678,428
|
+10%
|
|
|
6
|
|
$311M
|
+$295M
|
+5,800,060
|
+1,778%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$296M
|
-$45.3M
|
-892,513
|
-13%
|
|
|
8
|
Homrich & Berg
Atlanta,
Georgia
|
$217M
|
+$28.5M
|
+561,761
|
+15%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$208M
|
-$2.07M
|
-40,719
|
-1%
|
|
|
10
|
|
$173M
|
+$12M
|
+235,502
|
+7%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$116M
|
-$6.66M
|
-131,221
|
-5%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$108M
|
+$1.87M
|
+36,823
|
+2%
|
|
|
13
|
Financial Perspectives
Minneapolis,
Minnesota
|
$106M
|
+$267M
|
+5,264,910
|
+4,375%
|
|
|
14
|
SignatureFD
Atlanta,
Georgia
|
$100M
|
+$23.1M
|
+454,543
|
+30%
|
|
|
15
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$99.1M
|
+$99.2M
|
+1,953,000
|
New
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$97.1M
|
+$45.4M
|
+893,254
|
+88%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$96.9M
|
-$1.93M
|
-38,054
|
-2%
|
|
|
18
|
Klingman & Associates
New York
|
$81.9M
|
-$24.6M
|
-483,953
|
-23%
|
|
|
19
|
Shufro Rose & Co
New York
|
$76.3M
|
+$70.7M
|
+1,393,100
|
+1,264%
|
|
|
20
|
Cornerstone Management
Duluth,
Georgia
|
$72.9M
|
+$37.5M
|
+737,818
|
+106%
|
|
|
21
|
REDW Wealth
Albuquerque,
New Mexico
|
$72.7M
|
+$5.76M
|
+113,420
|
+9%
|
|
|
22
|
Stephens Inc
Little Rock,
Arkansas
|
$71.2M
|
-$4.87M
|
-95,983
|
-6%
|
|
|
23
|
Spire Wealth Management
Mclean,
Virginia
|
$62.3M
|
+$61.8M
|
+1,217,313
|
New
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$61.2M
|
-$1.09M
|
-21,393
|
-2%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$59.9M
|
-$3.77M
|
-74,170
|
-6%
|
|
