|
1
|
Bank of America
Charlotte,
North Carolina
|
$628M
|
-$24.5M
|
-475,129
|
-4%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$477M
|
+$49.2M
|
+954,690
|
+12%
|
|
|
3
|
|
$335M
|
+$5.38M
|
+104,291
|
+2%
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$285M
|
-$8.31M
|
-161,069
|
-3%
|
|
|
5
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$241M
|
+$12.8M
|
+248,634
|
+6%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$183M
|
+$26M
|
+503,126
|
+17%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$150M
|
-$6.94M
|
-134,476
|
-4%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$100M
|
-$12.2M
|
-237,030
|
-11%
|
|
|
9
|
Homrich & Berg
Atlanta,
Georgia
|
$91.6M
|
+$2.79M
|
+54,015
|
+3%
|
|
|
10
|
Advisor Group
Phoenix,
Arizona
|
$89.1M
|
+$8.41M
|
+163,092
|
+10%
|
|
|
11
|
Allen Investment Management
New York
|
$85.9M
|
-$1.32M
|
-25,667
|
-2%
|
|
|
12
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$69.5M
|
+$1.72M
|
+33,437
|
+3%
|
|
|
13
|
SignatureFD
Atlanta,
Georgia
|
$69.2M
|
+$4.3M
|
+83,338
|
+7%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$67.4M
|
-$9.61M
|
-186,233
|
-12%
|
|
|
15
|
Global Endowment Management
Charlotte,
North Carolina
|
$66.6M
|
+$4.72M
|
+91,500
|
+8%
|
|
|
16
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$57.7M
|
+$4.63M
|
+89,809
|
+9%
|
|
|
17
|
|
$52.5M
|
-$15.7M
|
-303,591
|
-23%
|
|
|
18
|
SVA Wealth Management
Madison,
Wisconsin
|
$47M
|
+$409K
|
+7,924
|
+0.9%
|
|
|
19
|
Wealthspire Advisors (New York)
New York
|
$45.5M
|
-$452K
|
-8,768
|
-1%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$40.6M
|
-$155K
|
-3,007
|
-0.4%
|
|
|
21
|
Univest Financial
Souderton,
Pennsylvania
|
$40.1M
|
-$262K
|
-5,074
|
-0.7%
|
|
|
22
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$39.4M
|
+$510K
|
+9,887
|
+1%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$37.1M
|
+$2.55M
|
+49,462
|
+7%
|
|
|
24
|
Lindbrook Capital
Calabasas,
California
|
$36.2M
|
+$889K
|
+17,235
|
+3%
|
|
|
25
|
United Services Automobile Association
San Antonio,
Texas
|
$36.2M
|
-$4.85M
|
-93,956
|
-12%
|
|
