|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$532M
|
+$18.1M
|
+391,586
|
+4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$358M
|
-$8.69M
|
-188,150
|
-3%
|
|
|
3
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$274M
|
+$15.8M
|
+341,941
|
+7%
|
|
|
4
|
|
$242M
|
-$20.6M
|
-446,280
|
-8%
|
|
|
5
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$226M
|
-$8.41M
|
-182,059
|
-4%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$183M
|
+$5.45M
|
+117,856
|
+3%
|
|
|
7
|
SignatureFD
Atlanta,
Georgia
|
$139M
|
+$64.8M
|
+1,401,226
|
+99%
|
|
|
8
|
Homrich & Berg
Atlanta,
Georgia
|
$138M
|
+$19M
|
+410,291
|
+17%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$133M
|
-$89.3M
|
-1,931,498
|
-42%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$102M
|
-$6.44M
|
-139,412
|
-6%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$94.3M
|
-$29.9M
|
-646,034
|
-25%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$77.2M
|
+$72.5M
|
+1,569,091
|
New
|
|
|
13
|
Parametric Portfolio Associates
Seattle,
Washington
|
$55.5M
|
+$1.45M
|
+31,449
|
+3%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$50.9M
|
-$8.43M
|
-182,374
|
-15%
|
|
|
15
|
SVA Wealth Management
Madison,
Wisconsin
|
$50.7M
|
+$2.05M
|
+44,258
|
+4%
|
|
|
16
|
Sunflower Bank
Dallas,
Texas
|
$48.6M
|
+$45.7M
|
+989,399
|
New
|
|
|
17
|
Global Endowment Management
Charlotte,
North Carolina
|
$46.8M
|
-$2.34M
|
-50,739
|
-5%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$46.4M
|
+$2.62M
|
+56,646
|
+6%
|
|
|
19
|
|
$44.8M
|
+$41.4M
|
+896,241
|
+6,277%
|
|
|
20
|
Univest Financial
Souderton,
Pennsylvania
|
$42.3M
|
+$2.82M
|
+61,036
|
+8%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$41.4M
|
+$22.3M
|
+481,550
|
+134%
|
|
|
22
|
|
$41.1M
|
-$2.34M
|
-50,703
|
-6%
|
|
|
23
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$39.9M
|
+$43.8K
|
+948
|
+0.1%
|
|
|
24
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$39.5M
|
-$3.4M
|
-73,508
|
-9%
|
|
|
25
|
|
$36.7M
|
–
|
–
|
–
|
|
