|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$569M
|
+$4.85M
|
+92,532
|
+0.9%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$380M
|
-$85.5K
|
-1,631
|
-0%
|
|
|
3
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$291M
|
+$751K
|
+14,314
|
+0.3%
|
|
|
4
|
|
$265M
|
+$7.97M
|
+151,878
|
+3%
|
|
|
5
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$225M
|
-$14M
|
-266,118
|
-6%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$189M
|
+$708K
|
+13,504
|
+0.4%
|
|
|
7
|
SignatureFD
Atlanta,
Georgia
|
$155M
|
+$8.02M
|
+152,827
|
+5%
|
|
|
8
|
Homrich & Berg
Atlanta,
Georgia
|
$152M
|
+$6.11M
|
+116,495
|
+4%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$151M
|
+$10M
|
+191,059
|
+7%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$108M
|
+$34.2K
|
+653
|
+0%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$98.3M
|
-$1.79M
|
-34,121
|
-2%
|
|
|
12
|
SVA Wealth Management
Madison,
Wisconsin
|
$63M
|
+$9.23M
|
+176,052
|
+17%
|
|
|
13
|
Parametric Portfolio Associates
Seattle,
Washington
|
$58.9M
|
+$63.6K
|
+1,213
|
+0.1%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$56.4M
|
+$2.32M
|
+44,293
|
+4%
|
|
|
15
|
Sunflower Bank
Dallas,
Texas
|
$49.2M
|
-$2.38M
|
-45,381
|
-5%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$49M
|
-$218K
|
-4,160
|
-0.4%
|
|
|
17
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$46.7M
|
+$44.2M
|
+843,169
|
+1,624%
|
|
|
18
|
|
$44.7M
|
+$1.04M
|
+19,769
|
+2%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$44.5M
|
+$635K
|
+12,106
|
+1%
|
|
|
20
|
Univest Financial
Souderton,
Pennsylvania
|
$43.3M
|
-$1.64M
|
-31,326
|
-4%
|
|
|
21
|
Global Endowment Management
Charlotte,
North Carolina
|
$43.2M
|
-$6.53M
|
-124,600
|
-13%
|
|
|
22
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$42.7M
|
+$367K
|
+6,996
|
+0.9%
|
|
|
23
|
Wealthspire Advisors (New York)
New York
|
$41.8M
|
+$6.67M
|
+127,107
|
+19%
|
|
|
24
|
Sentinel Trust
Houston,
Texas
|
$41.4M
|
+$20.2M
|
+386,045
|
+95%
|
|
|
25
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$39.8M
|
-$1.23M
|
-23,489
|
-3%
|
|
