|
1
|
Bank of America
Charlotte,
North Carolina
|
$315M
|
-$9.48M
|
-122,629
|
-3%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$175M
|
-$8.54M
|
-110,455
|
-5%
|
|
|
3
|
|
$71.2M
|
-$13.2M
|
-171,378
|
-17%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$65.3M
|
+$9.86M
|
+127,601
|
+19%
|
|
|
5
|
Wealthfront
Palo Alto,
California
|
$51.7M
|
+$19.7M
|
+254,588
|
+69%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$42M
|
+$353K
|
+4,561
|
+0.9%
|
|
|
7
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$41.8M
|
+$33.6M
|
+435,205
|
+621%
|
|
|
8
|
Cobblestone Capital Advisors
Rochester,
New York
|
$40.1M
|
+$112K
|
+1,450
|
+0.3%
|
|
|
9
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$38.1M
|
+$6.98M
|
+90,305
|
+24%
|
|
|
10
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$34.8M
|
+$637K
|
+8,235
|
+2%
|
|
|
11
|
United Services Automobile Association
San Antonio,
Texas
|
$33.7M
|
+$762K
|
+9,855
|
+2%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$32.7M
|
-$4.16M
|
-53,854
|
-12%
|
|
|
13
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$31.5M
|
+$908K
|
+11,746
|
+3%
|
|
|
14
|
Coldstream Capital Management
Bellevue,
Washington
|
$28.4M
|
+$796K
|
+10,299
|
+3%
|
|
|
15
|
US Bancorp
Minneapolis,
Minnesota
|
$28.1M
|
+$388K
|
+5,024
|
+2%
|
|
|
16
|
Brown Advisory
Baltimore,
Maryland
|
$27.9M
|
+$1.55M
|
+20,023
|
+6%
|
|
|
17
|
AssetMark Inc
Concord,
California
|
$25.7M
|
+$4.95M
|
+64,046
|
+26%
|
|
|
18
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$22.5M
|
+$3.19M
|
+41,226
|
+18%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$21.5M
|
-$1.9M
|
-24,559
|
-9%
|
|
|
20
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$17.9M
|
+$1.59M
|
+20,552
|
+11%
|
|
|
21
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$17.1M
|
+$16M
|
+207,032
|
New
|
|
|
22
|
FCG Advisors
Chatham,
New Jersey
|
$16.2M
|
+$3.5M
|
+45,223
|
+30%
|
|
|
23
|
Twin Capital Management
Mcmurray,
Pennsylvania
|
$13.7M
|
+$659K
|
+8,530
|
+5%
|
|
|
24
|
Wilshire Advisors
Santa Monica,
California
|
$13.7M
|
+$659K
|
+8,530
|
+5%
|
|
|
25
|
Diversified Trust
Memphis,
Tennessee
|
$12.4M
|
+$1.23M
|
+15,961
|
+12%
|
|
