|
1
|
Summit Trail Advisors
New York
|
$1.38B
|
+$277M
|
+5,502,742
|
+25%
|
|
|
2
|
|
$1.05B
|
+$546M
|
+10,832,800
|
+108%
|
|
|
3
|
|
$945M
|
-$23.5M
|
-466,875
|
-2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$787M
|
+$36M
|
+713,601
|
+5%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$644M
|
+$9.4M
|
+186,485
|
+1%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$333M
|
+$41.6M
|
+824,855
|
+14%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$320M
|
+$33.1M
|
+656,997
|
+12%
|
|
|
8
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$316M
|
+$59.4M
|
+1,179,423
|
+23%
|
|
|
9
|
BIP Wealth
Atlanta,
Georgia
|
$290M
|
+$3.53M
|
+70,097
|
+1%
|
|
|
10
|
Serenus Wealth Advisors
Santa Monica,
California
|
$282M
|
+$37M
|
+733,794
|
+15%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$220M
|
+$30.7M
|
+609,923
|
+16%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$168M
|
+$6.21M
|
+123,142
|
+4%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$156M
|
-$17.8M
|
-353,461
|
-10%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$119M
|
-$10.8M
|
-214,077
|
-8%
|
|
|
15
|
Private Advisor Group
Morristown,
New Jersey
|
$117M
|
-$10.7M
|
-212,784
|
-8%
|
|
|
16
|
Renaissance Technologies
New York
|
$115M
|
+$22.2M
|
+441,300
|
+24%
|
|
|
17
|
IHT Wealth Management
Chicago,
Illinois
|
$101M
|
+$16.6M
|
+329,773
|
+20%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$91.2M
|
+$19.8M
|
+393,280
|
+28%
|
|
|
19
|
Mercer Global Advisors
Denver,
Colorado
|
$89.9M
|
+$39.9M
|
+792,292
|
+80%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$85.8M
|
-$9.19M
|
-182,242
|
-10%
|
|
|
21
|
Wealthcare Capital Management
Richmond,
Virginia
|
$81M
|
-$135K
|
-2,671
|
-0.2%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$79.1M
|
+$4.65M
|
+92,353
|
+6%
|
|
|
23
|
Wealthspire Advisors (New York)
New York
|
$76.3M
|
+$5.67M
|
+112,529
|
+8%
|
|
|
24
|
Lido Advisors
Los Angeles,
California
|
$76.3M
|
+$396K
|
+7,852
|
+0.5%
|
|
|
25
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$71.2M
|
+$156K
|
+3,104
|
+0.2%
|
|
