|
1
|
|
$4.52B
|
+$203M
|
+1,966,021
|
+5%
|
|
|
2
|
|
$465M
|
+$6.83M
|
+66,236
|
+1%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$422M
|
+$104M
|
+1,009,739
|
+32%
|
|
|
4
|
Modera Wealth Management
Westwood,
New Jersey
|
$261M
|
+$11.6M
|
+112,077
|
+5%
|
|
|
5
|
Ritholtz Wealth Management
New York
|
$258M
|
+$11.6M
|
+112,809
|
+5%
|
|
|
6
|
|
$230M
|
+$47.9M
|
+464,579
|
+26%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$204M
|
+$89.8M
|
+870,609
|
+77%
|
|
|
8
|
Coldstream Capital Management
Bellevue,
Washington
|
$190M
|
+$42M
|
+407,033
|
+28%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$159M
|
+$22.7M
|
+219,681
|
+16%
|
|
|
10
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
$154M
|
-$5.05M
|
-49,006
|
-3%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$147M
|
+$101M
|
+983,807
|
+217%
|
|
|
12
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$135M
|
+$11.7M
|
+113,391
|
+9%
|
|
|
13
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$124M
|
+$5.2M
|
+50,447
|
+4%
|
|
|
14
|
Farther Finance Advisors
San Francisco,
California
|
$114M
|
+$17.8M
|
+172,279
|
+18%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$113M
|
+$14M
|
+135,537
|
+14%
|
|
|
16
|
|
$111M
|
+$14.9M
|
+144,020
|
+15%
|
|
|
17
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$104M
|
+$3.21M
|
+31,120
|
+3%
|
|
|
18
|
SCS Capital Management
Boston,
Massachusetts
|
$101M
|
+$2.25M
|
+21,774
|
+2%
|
|
|
19
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$98.6M
|
+$3.02M
|
+29,250
|
+3%
|
|
|
20
|
Wealthcare Capital Management
Richmond,
Virginia
|
$95.9M
|
+$2.19M
|
+21,225
|
+2%
|
|
|
21
|
Tortoise Investment Management
White Plains,
New York
|
$92M
|
+$6.27M
|
+60,756
|
+7%
|
|
|
22
|
Raymond James Financial
St Petersburg,
Florida
|
$88.3M
|
+$9.42M
|
+91,366
|
+12%
|
|
|
23
|
Mercer Global Advisors
Denver,
Colorado
|
$87.9M
|
+$44.4M
|
+430,616
|
+100%
|
|
|
24
|
Destination Wealth Management
Walnut Creek,
California
|
$86.5M
|
+$2.15M
|
+20,812
|
+3%
|
|
|
25
|
MASECO Private Wealth
London,
|
$81.8M
|
+$2.67M
|
+25,882
|
+3%
|
|
