|
1
|
|
$1.19B
|
+$91.2M
|
+1,671,104
|
+9%
|
|
|
2
|
Balentine LLC
Atlanta,
Georgia
|
$325M
|
+$555K
|
+10,168
|
+0.2%
|
|
|
3
|
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Phoenix,
Arizona
|
$312M
|
+$548K
|
+10,050
|
+0.2%
|
|
|
4
|
|
$282M
|
-$2.7M
|
-49,524
|
-1%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$158M
|
-$4.52M
|
-82,917
|
-3%
|
|
|
6
|
Bank of New York Mellon
New York
|
$155M
|
+$2.61M
|
+47,869
|
+2%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$124M
|
+$31.3M
|
+573,361
|
+37%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$71.2M
|
+$1.42M
|
+26,095
|
+2%
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$61M
|
-$1.72M
|
-31,512
|
-3%
|
|
|
10
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$57.7M
|
+$662K
|
+12,133
|
+1%
|
|
|
11
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$57.2M
|
-$891K
|
-16,331
|
-2%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$52.7M
|
-$16.7M
|
-305,704
|
-25%
|
|
|
13
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$50.5M
|
-$3.11M
|
-56,971
|
-6%
|
|
|
14
|
Mariner
Overland Park,
Kansas
|
$50.1M
|
-$2.33M
|
-42,717
|
-5%
|
|
|
15
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$45.8M
|
–
|
–
|
–
|
|
|
16
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$38.8M
|
+$313K
|
+5,729
|
+0.9%
|
|
|
17
|
LM Advisors
San Diego,
California
|
$36.3M
|
-$250K
|
-4,587
|
-0.7%
|
|
|
18
|
Waller Financial Planning Group
Columbus,
Ohio
|
$34.2M
|
+$5.21M
|
+95,471
|
+19%
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
$33.2M
|
+$5.01M
|
+91,888
|
+19%
|
|
|
20
|
IHT Wealth Management
Chicago,
Illinois
|
$31.2M
|
+$1.19M
|
+21,738
|
+4%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$29.3M
|
+$1.34M
|
+24,472
|
+5%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$27.8M
|
-$2.22M
|
-40,700
|
-8%
|
|
|
23
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$26M
|
+$322K
|
+5,905
|
+1%
|
|
|
24
|
Brookstone Capital Management
Wheaton,
Illinois
|
$26M
|
+$2M
|
+36,581
|
+9%
|
|
|
25
|
Daido Life Insurance Company
Osaka,
Japan
|
$23.3M
|
–
|
–
|
–
|
|
