|
1
|
|
$1.27B
|
+$65.9M
|
+1,302,860
|
+5%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$867M
|
+$26.5M
|
+523,391
|
+3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$758M
|
-$26.4M
|
-521,689
|
-3%
|
|
|
4
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$480M
|
+$341M
|
+6,742,000
|
+244%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$344M
|
-$19.2M
|
-378,652
|
-5%
|
|
|
6
|
|
$340M
|
-$16.9M
|
-333,918
|
-5%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$301M
|
-$1.14M
|
-22,459
|
-0.4%
|
|
|
8
|
HB Wealth Management
Atlanta,
Georgia
|
$248M
|
+$249M
|
+4,916,645
|
New
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$205M
|
+$5.37M
|
+106,240
|
+3%
|
|
|
10
|
|
$182M
|
+$1.47M
|
+29,068
|
+0.8%
|
|
|
11
|
SignatureFD
Atlanta,
Georgia
|
$172M
|
-$9.57M
|
-189,139
|
-5%
|
|
|
12
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$141M
|
+$10.5M
|
+206,880
|
+8%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$119M
|
-$4.51M
|
-89,090
|
-4%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$118M
|
-$6.63M
|
-131,160
|
-5%
|
|
|
15
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$110M
|
+$45.7M
|
+903,418
|
+71%
|
|
|
16
|
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
$109M
|
+$109M
|
+2,158,100
|
New
|
|
|
17
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$108M
|
-$11.4M
|
-224,696
|
-10%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$106M
|
-$5.53M
|
-109,342
|
-5%
|
|
|
19
|
AJ Wealth Strategies
New York
|
$93.2M
|
+$81.3M
|
+1,607,357
|
+673%
|
|
|
20
|
Klingman & Associates
New York
|
$83M
|
-$378K
|
-7,475
|
-0.5%
|
|
|
21
|
TownSquare Capital
Provo,
Utah
|
$78.7M
|
+$64.8M
|
+1,280,845
|
+462%
|
|
|
22
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$72.8M
|
+$7.02M
|
+138,861
|
+11%
|
|
|
23
|
REDW Wealth
Albuquerque,
New Mexico
|
$71.4M
|
+$912K
|
+18,024
|
+1%
|
|
|
24
|
Axxcess Wealth Management
Carlsbad,
California
|
$70.5M
|
+$70.7M
|
+1,397,353
|
New
|
|
|
25
|
HM Payson & Co
Portland,
Maine
|
$70M
|
-$492K
|
-9,729
|
-0.7%
|
|
