|
1
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$267M
|
-$81.9M
|
-1,824,767
|
-25%
|
|
|
2
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$253M
|
-$84.5M
|
-1,882,684
|
-26%
|
|
|
3
|
SignatureFD
Atlanta,
Georgia
|
$252M
|
+$47.2M
|
+1,052,055
|
+25%
|
|
|
4
|
|
$187M
|
+$107M
|
+2,391,568
|
+157%
|
|
|
5
|
|
$123M
|
+$44.6M
|
+993,666
|
+63%
|
|
|
6
|
D.J. St. Germain
Springfield,
Massachusetts
|
$110M
|
+$5.65M
|
+125,804
|
+6%
|
|
|
7
|
Midland Wealth Advisors
Effingham,
Illinois
|
$96.1M
|
+$90.1M
|
+2,007,615
|
New
|
|
|
8
|
Savant Capital
Rockford,
Illinois
|
$95.9M
|
+$87.4M
|
+1,947,683
|
+3,420%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$87.2M
|
+$20.3M
|
+451,979
|
+33%
|
|
|
10
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$80.9M
|
+$75.9M
|
+1,690,182
|
New
|
|
|
11
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$70.9M
|
+$3.6M
|
+80,286
|
+6%
|
|
|
12
|
Hamilton Capital
Columbus,
Ohio
|
$64.4M
|
-$596K
|
-13,274
|
-1%
|
|
|
13
|
TownSquare Capital
Provo,
Utah
|
$55.7M
|
+$5.03M
|
+112,094
|
+11%
|
|
|
14
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$46.9M
|
+$10.9M
|
+242,274
|
+33%
|
|
|
15
|
One Capital Management
Westlake Village,
California
|
$40.2M
|
+$2.94M
|
+65,526
|
+8%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$39.8M
|
+$32.7M
|
+729,310
|
+715%
|
|
|
17
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$39.5M
|
-$1.01M
|
-22,432
|
-3%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$37.5M
|
+$12.9M
|
+286,344
|
+57%
|
|
|
19
|
Saratoga Research & Investment Management
Saratoga,
California
|
$36.3M
|
+$33.8M
|
+752,381
|
+14,601%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$35.7M
|
+$23.9M
|
+532,976
|
+250%
|
|
|
21
|
RVW Wealth
Los Angeles,
California
|
$34.8M
|
+$1.13M
|
+25,094
|
+4%
|
|
|
22
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$34.3M
|
+$3.56M
|
+79,266
|
+12%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$31.3M
|
+$3.92M
|
+87,415
|
+15%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$28.2M
|
+$3.29M
|
+73,307
|
+14%
|
|
|
25
|
REDW Wealth
Albuquerque,
New Mexico
|
$28M
|
+$487K
|
+10,841
|
+2%
|
|
