|
1
|
|
$1.08B
|
+$142M
|
+2,792,991
|
+15%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$733M
|
-$3.18M
|
-62,705
|
-0.4%
|
|
|
3
|
|
$564M
|
+$253M
|
+4,981,837
|
+81%
|
|
|
4
|
Fidelity Investments
Boston,
Massachusetts
|
$560M
|
+$3.07M
|
+60,412
|
+0.6%
|
|
|
5
|
SVB Wealth
Boston,
Massachusetts
|
$410M
|
+$31.6M
|
+621,898
|
+8%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$398M
|
+$19.9M
|
+392,186
|
+5%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$301M
|
+$4.43M
|
+87,408
|
+1%
|
|
|
8
|
Homrich & Berg
Atlanta,
Georgia
|
$241M
|
+$23.3M
|
+460,046
|
+11%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$202M
|
-$5.84M
|
-115,037
|
-3%
|
|
|
10
|
|
$167M
|
-$6.01M
|
-118,446
|
-3%
|
|
|
11
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$166M
|
+$66.4M
|
+1,309,205
|
+67%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$121M
|
+$4.88M
|
+96,274
|
+4%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$118M
|
+$9.44M
|
+185,999
|
+9%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$116M
|
+$19.6M
|
+385,373
|
+20%
|
|
|
15
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$108M
|
+$72.4M
|
+1,426,515
|
+201%
|
|
|
16
|
SignatureFD
Atlanta,
Georgia
|
$106M
|
+$5.47M
|
+107,780
|
+5%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$105M
|
+$7.56M
|
+149,008
|
+8%
|
|
|
18
|
Klingman & Associates
New York
|
$84.4M
|
+$2.56M
|
+50,483
|
+3%
|
|
|
19
|
Cornerstone Management
Duluth,
Georgia
|
$80.1M
|
+$7.24M
|
+142,660
|
+10%
|
|
|
20
|
Shufro Rose & Co
New York
|
$78.9M
|
+$2.6M
|
+51,313
|
+3%
|
|
|
21
|
HM Payson & Co
Portland,
Maine
|
$70.9M
|
+$12.3M
|
+242,023
|
+21%
|
|
|
22
|
REDW Wealth
Albuquerque,
New Mexico
|
$70M
|
-$2.7M
|
-53,234
|
-4%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$68.9M
|
+$7.65M
|
+150,784
|
+13%
|
|
|
24
|
SEI Investments
Oaks,
Pennsylvania
|
$62.9M
|
+$62.9M
|
+1,240,081
|
New
|
|
|
25
|
Stephens Inc
Little Rock,
Arkansas
|
$62.2M
|
-$8.96M
|
-176,529
|
-13%
|
|
