|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.65B
|
+$104M
|
+2,066,327
|
+7%
|
|
|
2
|
|
$1.09B
|
+$144M
|
+2,859,900
|
+15%
|
|
|
3
|
Summit Trail Advisors
New York
|
$1.09B
|
+$90.4M
|
+1,796,115
|
+9%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$497M
|
+$88.6M
|
+1,759,879
|
+22%
|
|
|
5
|
Freestone Capital Holdings
Seattle,
Washington
|
$452M
|
+$326M
|
+6,470,870
|
+256%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$443M
|
+$54.2M
|
+1,077,034
|
+14%
|
|
|
7
|
Richard Bernstein Advisors
New York
|
$387M
|
-$4.34M
|
-86,234
|
-1%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$383M
|
+$47.2M
|
+938,648
|
+14%
|
|
|
9
|
|
$266M
|
+$128M
|
+2,548,217
|
+93%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$216M
|
+$14.9M
|
+295,685
|
+7%
|
|
|
11
|
3EDGE Asset Management
Naples,
Florida
|
$212M
|
-$240M
|
-4,770,942
|
-53%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$211M
|
+$5.57M
|
+110,678
|
+3%
|
|
|
13
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$195M
|
+$83.5M
|
+1,659,743
|
+75%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$177M
|
+$37.9M
|
+752,746
|
+27%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$135M
|
+$23.9M
|
+475,312
|
+22%
|
|
|
16
|
Venturi Wealth Management
Austin,
Texas
|
$106M
|
+$85.6M
|
+1,701,207
|
+427%
|
|
|
17
|
Mission Wealth Management
Santa Barbara,
California
|
$91.4M
|
+$91.5M
|
+1,818,212
|
New
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
$85.6M
|
-$14.2M
|
-282,337
|
-14%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$84.4M
|
+$20.3M
|
+402,569
|
+32%
|
|
|
20
|
Banco Santander
Madrid,
Spain
|
$82.5M
|
+$3.72M
|
+73,825
|
+5%
|
|
|
21
|
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
$80.6M
|
+$14.5M
|
+287,591
|
+22%
|
|
|
22
|
Mason & Associates (California)
Los Angeles,
California
|
$75.9M
|
+$9.52M
|
+189,063
|
+14%
|
|
|
23
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$74.1M
|
-$37.3M
|
-741,282
|
-33%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$69.5M
|
-$21.5M
|
-427,830
|
-24%
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$68.9M
|
+$32.6M
|
+647,646
|
+90%
|
|
