|
1
|
Summit Trail Advisors
New York
|
$1.12B
|
-$252M
|
-5,010,255
|
-18%
|
|
|
2
|
|
$1.02B
|
-$28.3M
|
-561,440
|
-3%
|
|
|
3
|
|
$943M
|
-$1.58M
|
-31,442
|
-0.2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$796M
|
+$9.81M
|
+194,695
|
+1%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$784M
|
+$141M
|
+2,793,567
|
+22%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$415M
|
+$82.1M
|
+1,630,314
|
+25%
|
|
|
7
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$350M
|
+$34.8M
|
+690,610
|
+11%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$321M
|
+$680K
|
+13,494
|
+0.2%
|
|
|
9
|
BIP Wealth
Atlanta,
Georgia
|
$275M
|
-$14.7M
|
-291,865
|
-5%
|
|
|
10
|
Serenus Wealth Advisors
Santa Monica,
California
|
$250M
|
-$31.4M
|
-623,847
|
-11%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$231M
|
+$10.3M
|
+205,006
|
+5%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$172M
|
+$3.48M
|
+69,054
|
+2%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$169M
|
+$13M
|
+257,368
|
+8%
|
|
|
14
|
Private Advisor Group
Morristown,
New Jersey
|
$132M
|
+$14.4M
|
+285,799
|
+12%
|
|
|
15
|
IHT Wealth Management
Chicago,
Illinois
|
$110M
|
+$8.89M
|
+176,443
|
+9%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$104M
|
+$12.5M
|
+248,495
|
+14%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$93.4M
|
-$25.2M
|
-500,325
|
-21%
|
|
|
18
|
Mercer Global Advisors
Denver,
Colorado
|
$87.5M
|
-$2.39M
|
-47,383
|
-3%
|
|
|
19
|
Wealthcare Capital Management
Richmond,
Virginia
|
$81.5M
|
+$530K
|
+10,519
|
+0.7%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$79.9M
|
+$833K
|
+16,531
|
+1%
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$78.8M
|
-$6.9M
|
-136,958
|
-8%
|
|
|
22
|
Morton Capital Management
Calabasas,
California
|
$75.2M
|
+$5.4M
|
+107,232
|
+8%
|
|
|
23
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$74.9M
|
+$20.8M
|
+412,010
|
+38%
|
|
|
24
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$72.4M
|
+$1.28M
|
+25,410
|
+2%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$71.4M
|
+$7.79M
|
+154,584
|
+12%
|
|
