|
1
|
Bank of America
Charlotte,
North Carolina
|
$516M
|
+$90.6M
|
+1,821,144
|
+20%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$333M
|
+$140M
|
+2,819,379
|
+67%
|
|
|
3
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$252M
|
-$16.4M
|
-330,125
|
-6%
|
|
|
4
|
|
$247M
|
+$78M
|
+1,567,198
|
+43%
|
|
|
5
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$204M
|
+$16.5M
|
+330,864
|
+8%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$161M
|
+$9.76M
|
+196,192
|
+6%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$108M
|
-$8.49M
|
-170,563
|
-7%
|
|
|
8
|
Allen Investment Management
New York
|
$79.6M
|
+$26.9M
|
+541,209
|
+47%
|
|
|
9
|
SignatureFD
Atlanta,
Georgia
|
$70.7M
|
+$33.5M
|
+673,670
|
+82%
|
|
|
10
|
Homrich & Berg
Atlanta,
Georgia
|
$66.9M
|
+$16M
|
+321,685
|
+29%
|
|
|
11
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$62M
|
+$1.32M
|
+26,470
|
+2%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$56.5M
|
-$2.84M
|
-57,140
|
-5%
|
|
|
13
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$52.7M
|
+$55.5M
|
+1,115,555
|
New
|
|
|
14
|
Advisor Group
Phoenix,
Arizona
|
$49M
|
+$3.86M
|
+77,666
|
+8%
|
|
|
15
|
Wealthspire Advisors (New York)
New York
|
$48.4M
|
+$51M
|
+1,024,604
|
New
|
|
|
16
|
|
$42.5M
|
-$70.8M
|
-1,422,156
|
-61%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$41.9M
|
+$3.3M
|
+66,222
|
+8%
|
|
|
18
|
United Services Automobile Association
San Antonio,
Texas
|
$38.8M
|
+$932K
|
+18,737
|
+2%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$37.4M
|
+$7.64M
|
+153,625
|
+24%
|
|
|
20
|
Univest Financial
Souderton,
Pennsylvania
|
$35.7M
|
+$476K
|
+9,565
|
+1%
|
|
|
21
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$34.4M
|
+$36.2M
|
+727,585
|
New
|
|
|
22
|
First Allied Advisory Services
San Diego,
California
|
$34.3M
|
+$2.83M
|
+56,795
|
+8%
|
|
|
23
|
SVA Wealth Management
Madison,
Wisconsin
|
$33.9M
|
-$1.19M
|
-23,877
|
-3%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$31.4M
|
+$5.18M
|
+104,094
|
+19%
|
|
|
25
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$30.1M
|
-$1.32M
|
-26,604
|
-4%
|
|
