|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$309M
|
+$31M
|
+283,331
|
+11%
|
|
|
2
|
Wealthfront
Palo Alto,
California
|
$234M
|
+$40.3M
|
+368,051
|
+21%
|
|
|
3
|
|
$151M
|
+$1.64M
|
+14,950
|
+1%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$118M
|
-$4.4M
|
-40,213
|
-4%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$86.4M
|
+$4.37M
|
+39,938
|
+5%
|
|
|
6
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$84.1M
|
+$82.5M
|
+753,000
|
New
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$81.5M
|
+$653K
|
+5,959
|
+0.8%
|
|
|
8
|
AssetMark Inc
Concord,
California
|
$60M
|
+$8.8M
|
+80,323
|
+18%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$52.6M
|
-$5.28M
|
-48,229
|
-9%
|
|
|
10
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$47.7M
|
+$5.42M
|
+49,484
|
+13%
|
|
|
11
|
US Bancorp
Minneapolis,
Minnesota
|
$44.2M
|
+$218K
|
+1,989
|
+0.5%
|
|
|
12
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$44.1M
|
-$2.85M
|
-26,033
|
-6%
|
|
|
13
|
Cobblestone Capital Advisors
Rochester,
New York
|
$43.2M
|
+$4.42M
|
+40,334
|
+12%
|
|
|
14
|
Coldstream Capital Management
Bellevue,
Washington
|
$41.3M
|
+$633K
|
+5,785
|
+2%
|
|
|
15
|
Advisor Group
Phoenix,
Arizona
|
$41.1M
|
+$6.4M
|
+58,414
|
+19%
|
|
|
16
|
United Services Automobile Association
San Antonio,
Texas
|
$40.5M
|
-$296K
|
-2,707
|
-0.7%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$39.9M
|
+$1.86M
|
+16,970
|
+5%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$38.5M
|
+$3.21M
|
+29,320
|
+9%
|
|
|
19
|
Colony Group
Boston,
Massachusetts
|
$33.6M
|
+$4.73M
|
+43,204
|
+17%
|
|
|
20
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$33.2M
|
+$268K
|
+2,448
|
+0.8%
|
|
|
21
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$32.8M
|
+$330K
|
+3,013
|
+1%
|
|
|
22
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$32.3M
|
-$498K
|
-4,550
|
-2%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$30.1M
|
+$3.08M
|
+28,152
|
+12%
|
|
|
24
|
Diversified Trust
Memphis,
Tennessee
|
$29.3M
|
+$400K
|
+3,652
|
+1%
|
|
|
25
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$28.5M
|
-$3.94K
|
-36
|
-0%
|
|
