|
1
|
Summit Trail Advisors
New York
|
$1.1B
|
+$209M
|
+4,151,073
|
+23%
|
|
|
2
|
|
$968M
|
-$17.1M
|
-340,017
|
-2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$751M
|
-$22.1M
|
-438,350
|
-3%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$634M
|
-$14.9M
|
-295,361
|
-2%
|
|
|
5
|
|
$503M
|
-$479M
|
-9,515,021
|
-49%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$292M
|
-$22.5M
|
-446,406
|
-7%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$287M
|
+$287M
|
+5,707,171
|
New
|
|
|
8
|
BIP Wealth
Atlanta,
Georgia
|
$287M
|
-$15.6M
|
-310,577
|
-5%
|
|
|
9
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$256M
|
+$12.4M
|
+246,364
|
+5%
|
|
|
10
|
Serenus Wealth Advisors
Santa Monica,
California
|
$245M
|
+$245M
|
+4,864,628
|
New
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$190M
|
-$26.2M
|
-519,869
|
-12%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$174M
|
-$17.1M
|
-340,650
|
-9%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$162M
|
+$8.26M
|
+164,141
|
+5%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$129M
|
+$12.8M
|
+253,452
|
+11%
|
|
|
15
|
Private Advisor Group
Morristown,
New Jersey
|
$128M
|
-$8.82M
|
-175,225
|
-6%
|
|
|
16
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$95.9M
|
+$95.9M
|
+1,904,965
|
New
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$94.9M
|
+$3.81M
|
+75,682
|
+4%
|
|
|
18
|
Renaissance Technologies
New York
|
$92.3M
|
+$8.92M
|
+177,100
|
+11%
|
|
|
19
|
IHT Wealth Management
Chicago,
Illinois
|
$84.1M
|
-$11.8M
|
-235,280
|
-12%
|
|
|
20
|
Wealthcare Capital Management
Richmond,
Virginia
|
$81.2M
|
+$5.72M
|
+113,593
|
+8%
|
|
|
21
|
Lido Advisors
Los Angeles,
California
|
$75.9M
|
+$75.5M
|
+1,499,221
|
+18,241%
|
|
|
22
|
Morton Capital Management
Calabasas,
California
|
$75.6M
|
+$15.3M
|
+303,450
|
+25%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$74.5M
|
-$14.8M
|
-294,530
|
-17%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$72.8M
|
+$410K
|
+8,150
|
+0.6%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$71.4M
|
+$1.27M
|
+25,236
|
+2%
|
|
