|
1
|
|
$1.45B
|
+$144M
|
+2,858,242
|
+11%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$884M
|
+$42.3M
|
+840,059
|
+5%
|
|
|
3
|
SEI Investments
Oaks,
Pennsylvania
|
$435M
|
-$5.85M
|
-116,140
|
-1%
|
|
|
4
|
|
$430M
|
-$913K
|
-18,149
|
-0.2%
|
|
|
5
|
Wealthspire Advisors (New York)
New York
|
$384M
|
+$32.5M
|
+645,690
|
+9%
|
|
|
6
|
Valmark Advisers
Akron,
Ohio
|
$324M
|
+$13.3M
|
+263,810
|
+4%
|
|
|
7
|
Fidelity Investments
Boston,
Massachusetts
|
$263M
|
-$7.72M
|
-153,447
|
-3%
|
|
|
8
|
Cambridge Associates
Boston,
Massachusetts
|
$251M
|
+$7.38M
|
+146,680
|
+3%
|
|
|
9
|
Empirical Wealth Management
Seattle,
Washington
|
$218M
|
+$10.9M
|
+216,471
|
+5%
|
|
|
10
|
|
$216M
|
+$1.02M
|
+20,299
|
+0.5%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$196M
|
-$10.5M
|
-209,539
|
-5%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$193M
|
-$6.38M
|
-126,811
|
-3%
|
|
|
13
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$188M
|
+$31.6M
|
+628,505
|
+20%
|
|
|
14
|
Focus Partners Wealth
Boston,
Massachusetts
|
$182M
|
+$17.7M
|
+351,336
|
+11%
|
|
|
15
|
Savant Capital
Rockford,
Illinois
|
$173M
|
+$13.8M
|
+273,863
|
+9%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$129M
|
+$7.21M
|
+143,222
|
+6%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$104M
|
+$3.8M
|
+75,500
|
+4%
|
|
|
18
|
Alesco Advisors
Pittsford,
New York
|
$98.6M
|
+$3.32M
|
+65,883
|
+4%
|
|
|
19
|
Klingman & Associates
New York
|
$90.1M
|
+$8.09M
|
+160,831
|
+10%
|
|
|
20
|
Studio Investment Management
Chicago,
Illinois
|
$87.2M
|
+$8.06M
|
+160,209
|
+10%
|
|
|
21
|
|
$83M
|
-$4.74M
|
-94,269
|
-5%
|
|
|
22
|
|
$81.5M
|
+$81M
|
+1,608,843
|
New
|
|
|
23
|
Satovsky Asset Management
New York
|
$80.8M
|
+$2.95M
|
+58,598
|
+4%
|
|
|
24
|
BOK Financial Private Wealth
Denver,
Colorado
|
$74.1M
|
+$73.7M
|
+1,463,820
|
New
|
|
|
25
|
True Link Financial Advisors
San Francisco,
California
|
$68.9M
|
+$21.6M
|
+428,623
|
+46%
|
|
