|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.6B
|
-$184K
|
-1,804
|
-0%
|
|
|
2
|
|
$650M
|
+$156K
|
+1,531
|
+0%
|
|
|
3
|
Wealthfront
Palo Alto,
California
|
$587M
|
-$535K
|
-5,247
|
-0.1%
|
|
|
4
|
Vanguard Group
Malvern,
Pennsylvania
|
$458M
|
+$8.56M
|
+84,019
|
+2%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$423M
|
-$348K
|
-3,412
|
-0.1%
|
|
|
6
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$299M
|
+$300M
|
+2,942,923
|
New
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$286M
|
+$1.57M
|
+15,360
|
+0.5%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$236M
|
+$12.2M
|
+120,145
|
+5%
|
|
|
9
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$228M
|
+$10.1M
|
+99,136
|
+5%
|
|
|
10
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$226M
|
+$102K
|
+1,005
|
+0%
|
|
|
11
|
Bank of New York Mellon
New York
|
$213M
|
-$8.07M
|
-79,124
|
-4%
|
|
|
12
|
Homrich & Berg
Atlanta,
Georgia
|
$207M
|
-$401K
|
-3,931
|
-0.2%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$161M
|
-$265K
|
-2,599
|
-0.2%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$137M
|
-$2.06M
|
-20,161
|
-1%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$100M
|
+$9.1M
|
+89,300
|
+10%
|
|
|
16
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$96.3M
|
-$2.98M
|
-29,208
|
-3%
|
|
|
17
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$94.4M
|
+$969M
|
+9,505,219
|
+9,809%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$90.1M
|
-$172K
|
-1,688
|
-0.2%
|
|
|
19
|
William Blair & Company
Chicago,
Illinois
|
$89.9M
|
+$2.08M
|
+20,366
|
+2%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$77.8M
|
-$1.45M
|
-14,236
|
-2%
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$73.7M
|
–
|
–
|
–
|
|
|
22
|
|
$72.4M
|
-$817K
|
-8,019
|
-1%
|
|
|
23
|
Stokes & Hubbell Capital Management
New Orleans,
Louisiana
|
$71.9M
|
+$1.04M
|
+10,243
|
+1%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$70.7M
|
+$1.02M
|
+9,986
|
+1%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$69.7M
|
-$210K
|
-2,060
|
-0.3%
|
|
