|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$437M
|
+$32.8M
|
+645,961
|
+7%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$313M
|
-$260M
|
-5,119,970
|
-41%
|
|
|
3
|
|
$226M
|
-$73M
|
-1,436,772
|
-21%
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$219M
|
-$11.6M
|
-228,153
|
-4%
|
|
|
5
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$200M
|
+$2.02M
|
+39,798
|
+0.8%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$149M
|
-$2.91M
|
-57,244
|
-2%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$110M
|
+$236M
|
+4,638,745
|
New
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$108M
|
-$16.1M
|
-317,893
|
-11%
|
|
|
9
|
Homrich & Berg
Atlanta,
Georgia
|
$100M
|
+$28.6M
|
+563,685
|
+31%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$92.9M
|
+$15.3M
|
+301,686
|
+16%
|
|
|
11
|
SignatureFD
Atlanta,
Georgia
|
$59.7M
|
+$344K
|
+6,764
|
+0.5%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$51.1M
|
-$4.79M
|
-94,323
|
-7%
|
|
|
13
|
Parametric Portfolio Associates
Seattle,
Washington
|
$46M
|
+$55.7M
|
+1,097,001
|
New
|
|
|
14
|
Global Endowment Management
Charlotte,
North Carolina
|
$42.1M
|
-$3.38M
|
-66,500
|
-6%
|
|
|
15
|
SVA Wealth Management
Madison,
Wisconsin
|
$41.4M
|
+$5.08M
|
+100,084
|
+11%
|
|
|
16
|
Wealthspire Advisors (New York)
New York
|
$38.9M
|
+$1.28M
|
+25,255
|
+3%
|
|
|
17
|
Personal Capital Advisors
Redwood City,
California
|
$37.8M
|
+$862K
|
+16,970
|
New
|
|
|
18
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$37.3M
|
+$42.2M
|
+830,088
|
New
|
|
|
19
|
|
$37.2M
|
-$61.2M
|
-1,205,400
|
-58%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$37.2M
|
-$16.4M
|
-323,243
|
-27%
|
|
|
21
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$34M
|
+$2.32M
|
+45,763
|
+6%
|
|
|
22
|
|
$33.7M
|
+$37.9M
|
+746,835
|
New
|
|
|
23
|
Univest Financial
Souderton,
Pennsylvania
|
$33.6M
|
+$40.6M
|
+799,612
|
New
|
|
|
24
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$32.9M
|
-$24.1M
|
-474,190
|
-38%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$32.1M
|
-$2.65M
|
-52,109
|
-6%
|
|
