|
1
|
|
$1.3B
|
+$363M
|
+7,272,592
|
+39%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$835M
|
+$87.6M
|
+1,753,729
|
+12%
|
|
|
3
|
SEI Investments
Oaks,
Pennsylvania
|
$437M
|
-$654K
|
-13,095
|
-0.2%
|
|
|
4
|
|
$428M
|
+$119M
|
+2,388,349
|
+39%
|
|
|
5
|
Wealthspire Advisors (New York)
New York
|
$349M
|
+$40.8M
|
+817,434
|
+13%
|
|
|
6
|
Valmark Advisers
Akron,
Ohio
|
$309M
|
+$6.89M
|
+137,896
|
+2%
|
|
|
7
|
Fidelity Investments
Boston,
Massachusetts
|
$269M
|
-$6.26M
|
-125,336
|
-2%
|
|
|
8
|
Cambridge Associates
Boston,
Massachusetts
|
$242M
|
+$28.1M
|
+563,446
|
+13%
|
|
|
9
|
|
$214M
|
+$4.99M
|
+99,915
|
+2%
|
|
|
10
|
Empirical Wealth Management
Seattle,
Washington
|
$205M
|
+$10.3M
|
+206,352
|
+5%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$205M
|
+$90.2M
|
+1,805,350
|
+79%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$198M
|
+$18.5M
|
+370,400
|
+10%
|
|
|
13
|
Focus Partners Wealth
Boston,
Massachusetts
|
$163M
|
+$6.51M
|
+130,290
|
+4%
|
|
|
14
|
Savant Capital
Rockford,
Illinois
|
$158M
|
+$23.2M
|
+464,788
|
+17%
|
|
|
15
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$157M
|
-$4.59M
|
-91,957
|
-3%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$121M
|
+$964K
|
+19,297
|
+0.8%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$99.4M
|
+$150K
|
+3,011
|
+0.2%
|
|
|
18
|
Alesco Advisors
Pittsford,
New York
|
$94.5M
|
+$563K
|
+11,274
|
+0.6%
|
|
|
19
|
|
$87.1M
|
-$14.1M
|
-282,335
|
-14%
|
|
|
20
|
Klingman & Associates
New York
|
$81.4M
|
+$10.5M
|
+209,913
|
+15%
|
|
|
21
|
Studio Investment Management
Chicago,
Illinois
|
$78.6M
|
+$3.99M
|
+79,990
|
+5%
|
|
|
22
|
Satovsky Asset Management
New York
|
$77.3M
|
+$1.03M
|
+20,722
|
+1%
|
|
|
23
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$61.5M
|
-$27.6M
|
-553,431
|
-31%
|
|
|
24
|
Charles Schwab
San Francisco,
California
|
$60.6M
|
-$1.92M
|
-38,400
|
-3%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$54.6M
|
+$6.43M
|
+128,825
|
+13%
|
|
