|
1
|
|
$1.21B
|
+$138M
|
+2,724,188
|
+13%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$845M
|
+$285M
|
+5,614,597
|
+51%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$788M
|
+$55.4M
|
+1,092,713
|
+8%
|
|
|
4
|
SVB Wealth
Boston,
Massachusetts
|
$405M
|
-$4.87M
|
-95,996
|
-1%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$364M
|
-$33M
|
-650,465
|
-8%
|
|
|
6
|
|
$359M
|
-$205M
|
-4,031,966
|
-36%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$304M
|
+$3.01M
|
+59,417
|
+1%
|
|
|
8
|
Homrich & Berg
Atlanta,
Georgia
|
$238M
|
-$2.77M
|
-54,629
|
-1%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$200M
|
-$1.57M
|
-30,942
|
-0.8%
|
|
|
10
|
SignatureFD
Atlanta,
Georgia
|
$182M
|
+$76.1M
|
+1,500,376
|
+72%
|
|
|
11
|
|
$181M
|
+$14.2M
|
+279,587
|
+8%
|
|
|
12
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$140M
|
-$25.5M
|
-502,851
|
-15%
|
|
|
13
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$131M
|
+$115M
|
+2,270,764
|
+711%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$125M
|
+$6.98M
|
+137,566
|
+6%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$124M
|
+$3.27M
|
+64,552
|
+3%
|
|
|
16
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$120M
|
+$11.5M
|
+227,054
|
+11%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$112M
|
-$3.97M
|
-78,290
|
-3%
|
|
|
18
|
Klingman & Associates
New York
|
$83.8M
|
-$632K
|
-12,462
|
-0.7%
|
|
|
19
|
Cornerstone Management
Duluth,
Georgia
|
$79.6M
|
-$481K
|
-9,484
|
-0.6%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$72.8M
|
-$31.9M
|
-628,448
|
-30%
|
|
|
21
|
REDW Wealth
Albuquerque,
New Mexico
|
$70.9M
|
+$896K
|
+17,660
|
+1%
|
|
|
22
|
HM Payson & Co
Portland,
Maine
|
$70.8M
|
-$49.1K
|
-968
|
-0.1%
|
|
|
23
|
Shufro Rose & Co
New York
|
$67M
|
-$11.8M
|
-232,749
|
-15%
|
|
|
24
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$66.1M
|
+$60.1M
|
+1,184,297
|
+990%
|
|
|
25
|
SEI Investments
Oaks,
Pennsylvania
|
$65.5M
|
+$2.62M
|
+51,574
|
+4%
|
|
