|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$344M
|
+$35.5M
|
+312,955
|
+11%
|
|
|
2
|
Wealthfront
Palo Alto,
California
|
$277M
|
+$44.4M
|
+390,949
|
+19%
|
|
|
3
|
|
$149M
|
-$1.71M
|
-15,067
|
-1%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$126M
|
+$8.42M
|
+74,160
|
+7%
|
|
|
5
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$84M
|
–
|
–
|
–
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$84M
|
+$2.64M
|
+23,210
|
+3%
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$82.5M
|
-$3.76M
|
-33,129
|
-4%
|
|
|
8
|
AssetMark Inc
Concord,
California
|
$71.2M
|
+$11.6M
|
+101,735
|
+19%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$51.1M
|
-$1.38M
|
-12,175
|
-3%
|
|
|
10
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$48.5M
|
+$975K
|
+8,584
|
+2%
|
|
|
11
|
US Bancorp
Minneapolis,
Minnesota
|
$46M
|
+$1.92M
|
+16,895
|
+4%
|
|
|
12
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$45.2M
|
+$1.18M
|
+10,373
|
+3%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$43.9M
|
+$4.12M
|
+36,256
|
+10%
|
|
|
14
|
United Services Automobile Association
San Antonio,
Texas
|
$43M
|
+$2.56M
|
+22,576
|
+6%
|
|
|
15
|
Coldstream Capital Management
Bellevue,
Washington
|
$41.5M
|
+$261K
|
+2,295
|
+0.6%
|
|
|
16
|
Cobblestone Capital Advisors
Rochester,
New York
|
$40.9M
|
-$2.26M
|
-19,922
|
-5%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$40.7M
|
+$2.3M
|
+20,250
|
+6%
|
|
|
18
|
Advisor Group
Phoenix,
Arizona
|
$40.2M
|
-$841K
|
-7,408
|
-2%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$37M
|
+$7M
|
+61,685
|
+23%
|
|
|
20
|
Colony Group
Boston,
Massachusetts
|
$36.8M
|
+$3.27M
|
+28,755
|
+10%
|
|
|
21
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$33.2M
|
+$410K
|
+3,612
|
+1%
|
|
|
22
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$32.7M
|
+$409K
|
+3,601
|
+1%
|
|
|
23
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$32M
|
-$1.19M
|
-10,478
|
-4%
|
|
|
24
|
Diversified Trust
Memphis,
Tennessee
|
$29.7M
|
+$450K
|
+3,965
|
+2%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$29.7M
|
+$5.75M
|
+50,606
|
+24%
|
|
