|
1
|
UBS Group
Zurich,
Switzerland
|
$235M
|
-$24.6M
|
-244,196
|
-10%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$225M
|
+$38.6M
|
+382,636
|
+21%
|
|
|
3
|
Wealthfront
Palo Alto,
California
|
$142M
|
+$28.5M
|
+283,013
|
+26%
|
|
|
4
|
|
$117M
|
+$988K
|
+9,803
|
+0.9%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$111M
|
+$6.57M
|
+65,145
|
+6%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$71.6M
|
+$4.19M
|
+41,588
|
+6%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$50.9M
|
+$2.3M
|
+22,837
|
+5%
|
|
|
8
|
AssetMark Inc
Concord,
California
|
$47M
|
-$24.8M
|
-245,550
|
-35%
|
|
|
9
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$45.3M
|
+$969K
|
+9,609
|
+2%
|
|
|
10
|
Coldstream Capital Management
Bellevue,
Washington
|
$39.8M
|
+$829K
|
+8,223
|
+2%
|
|
|
11
|
United Services Automobile Association
San Antonio,
Texas
|
$38.8M
|
–
|
–
|
–
|
|
|
12
|
US Bancorp
Minneapolis,
Minnesota
|
$37.1M
|
+$850K
|
+8,425
|
+2%
|
|
|
13
|
Cobblestone Capital Advisors
Rochester,
New York
|
$35.8M
|
-$472K
|
-4,682
|
-1%
|
|
|
14
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$33.9M
|
+$5.58M
|
+55,314
|
+20%
|
|
|
15
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$31.5M
|
+$465K
|
+4,613
|
+2%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$30.9M
|
+$7.64M
|
+75,812
|
+33%
|
|
|
17
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$30.5M
|
+$1.96M
|
+19,472
|
+7%
|
|
|
18
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$29.5M
|
+$343K
|
+3,400
|
+1%
|
|
|
19
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$28.9M
|
-$8.3M
|
-82,307
|
-23%
|
|
|
20
|
Advisor Group
Phoenix,
Arizona
|
$27.9M
|
+$7.7M
|
+76,372
|
+39%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$26.7M
|
+$5.86M
|
+58,082
|
+29%
|
|
|
22
|
FCG Advisors
Chatham,
New Jersey
|
$25.4M
|
+$29.6K
|
+294
|
+0.1%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$24.1M
|
+$441K
|
+4,375
|
+2%
|
|
|
24
|
Diversified Trust
Memphis,
Tennessee
|
$23.1M
|
+$3.28M
|
+32,554
|
+17%
|
|
|
25
|
Brown Advisory
Baltimore,
Maryland
|
$21M
|
+$3.31M
|
+32,808
|
+19%
|
|
