|
1
|
Bank of America
Charlotte,
North Carolina
|
$314M
|
-$153M
|
-3,027,567
|
-33%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$257M
|
-$298M
|
-5,893,227
|
-54%
|
|
|
3
|
|
$230M
|
-$141M
|
-2,793,735
|
-38%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$190M
|
-$31.9M
|
-630,235
|
-14%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$160M
|
-$1.3B
|
-25,787,809
|
-89%
|
|
|
6
|
Oxbow Advisors
Austin,
Texas
|
$99.2M
|
-$2.35M
|
-46,390
|
-2%
|
|
|
7
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$90.1M
|
+$3.84M
|
+75,813
|
+4%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$89.8M
|
-$5.79M
|
-114,422
|
-6%
|
|
|
9
|
BIP Wealth
Atlanta,
Georgia
|
$79.8M
|
+$5.25M
|
+103,864
|
+7%
|
|
|
10
|
Renaissance Technologies
New York
|
$78.1M
|
–
|
–
|
–
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$71.2M
|
+$19.5M
|
+385,618
|
+38%
|
|
|
12
|
Mariner
Overland Park,
Kansas
|
$70.7M
|
+$5.69M
|
+112,545
|
+9%
|
|
|
13
|
Mercer Global Advisors
Denver,
Colorado
|
$69.5M
|
-$1.87M
|
-36,883
|
-3%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$67.8M
|
-$9.44M
|
-186,629
|
-12%
|
|
|
15
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$67.6M
|
+$3.98M
|
+78,757
|
+6%
|
|
|
16
|
Madison Asset Management
Madison,
Wisconsin
|
$63.3M
|
-$6.58M
|
-130,039
|
-9%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$58.8M
|
-$4.77M
|
-94,188
|
-8%
|
|
|
18
|
Acute Investment Advisory
Mesa,
Arizona
|
$57.6M
|
+$1.81M
|
+35,724
|
+3%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$54.3M
|
-$147M
|
-2,908,471
|
-73%
|
|
|
20
|
Axxcess Wealth Management
Carlsbad,
California
|
$50.8M
|
+$2.43M
|
+48,040
|
+5%
|
|
|
21
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$49.3M
|
+$1.71M
|
+33,790
|
+4%
|
|
|
22
|
Wealthspire Advisors (New York)
New York
|
$49M
|
-$6.4M
|
-126,425
|
-12%
|
|
|
23
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$47.6M
|
-$14.2M
|
-281,313
|
-23%
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$44.8M
|
+$1.41M
|
+27,778
|
+3%
|
|
|
25
|
Rinkey Investments
San Diego,
California
|
$43.5M
|
-$464K
|
-9,178
|
-1%
|
|
