|
1
|
|
$1.45B
|
+$185M
|
+3,667,156
|
+15%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$907M
|
+$44M
|
+873,456
|
+5%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$742M
|
-$13.6M
|
-270,675
|
-2%
|
|
|
4
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$464M
|
-$13.3M
|
-264,000
|
-3%
|
|
|
5
|
Avantax Advisory Services
Dallas,
Texas
|
$416M
|
+$413M
|
+8,203,831
|
+12,421%
|
|
|
6
|
SVB Wealth
Boston,
Massachusetts
|
$397M
|
+$398M
|
+7,906,237
|
New
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$377M
|
+$34.5M
|
+685,476
|
+10%
|
|
|
8
|
|
$333M
|
-$6.04M
|
-119,835
|
-2%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$262M
|
-$38M
|
-753,684
|
-13%
|
|
|
10
|
HB Wealth Management
Atlanta,
Georgia
|
$250M
|
+$2.77M
|
+55,022
|
+1%
|
|
|
11
|
SignatureFD
Atlanta,
Georgia
|
$230M
|
+$59.8M
|
+1,186,662
|
+35%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$202M
|
-$2.17M
|
-43,040
|
-1%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$189M
|
+$71.9M
|
+1,427,340
|
+61%
|
|
|
14
|
|
$185M
|
+$3.69M
|
+73,183
|
+2%
|
|
|
15
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$146M
|
+$5.54M
|
+109,954
|
+4%
|
|
|
16
|
AssetMark Inc
Concord,
California
|
$127M
|
+$127M
|
+2,531,160
|
+1,782,507%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$123M
|
+$63.5M
|
+1,259,907
|
+105%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$120M
|
+$1.6M
|
+31,670
|
+1%
|
|
|
19
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$110M
|
+$324K
|
+6,423
|
+0.3%
|
|
|
20
|
AJ Wealth Strategies
New York
|
$109M
|
+$15.8M
|
+313,416
|
+17%
|
|
|
21
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$101M
|
+$101M
|
+2,004,646
|
New
|
|
|
22
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$97.1M
|
+$24.6M
|
+488,474
|
+34%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$95M
|
-$10.9M
|
-216,326
|
-10%
|
|
|
24
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$92M
|
-$15.5M
|
-306,882
|
-14%
|
|
|
25
|
Angeles Investment Advisors
Santa Monica,
California
|
$86.9M
|
+$32.2M
|
+638,850
|
+59%
|
|
