|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$700M
|
+$1.8M
|
+28,750
|
+0.3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$558M
|
+$68.5M
|
+1,091,998
|
+14%
|
|
|
3
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$436M
|
-$4.07M
|
-64,925
|
-0.9%
|
|
|
4
|
|
$345M
|
+$5.4M
|
+86,078
|
+2%
|
|
|
5
|
SignatureFD
Atlanta,
Georgia
|
$340M
|
+$144M
|
+2,295,326
|
+73%
|
|
|
6
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$275M
|
+$3.57M
|
+56,849
|
+1%
|
|
|
7
|
Homrich & Berg
Atlanta,
Georgia
|
$256M
|
+$52.9M
|
+843,705
|
+26%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$244M
|
-$15.4M
|
-244,731
|
-6%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$179M
|
-$6.38M
|
-101,713
|
-3%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$146M
|
+$10.4M
|
+165,137
|
+8%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$134M
|
+$5.76M
|
+91,890
|
+4%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$109M
|
+$30.3M
|
+482,324
|
+38%
|
|
|
13
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$85.9M
|
+$30.5M
|
+485,776
|
+55%
|
|
|
14
|
Wealthspire Advisors (New York)
New York
|
$85.6M
|
+$14.7M
|
+234,666
|
+21%
|
|
|
15
|
Ally Financial
Detroit,
Michigan
|
$83.4M
|
–
|
–
|
–
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$80.9M
|
+$14M
|
+222,821
|
+21%
|
|
|
17
|
|
$74.3M
|
+$7.41M
|
+118,124
|
+11%
|
|
|
18
|
Sunflower Bank
Dallas,
Texas
|
$65.9M
|
+$2.98M
|
+47,540
|
+5%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$63.8M
|
+$7.66M
|
+122,169
|
+14%
|
|
|
20
|
Parametric Portfolio Associates
Seattle,
Washington
|
$58.4M
|
+$56.3K
|
+897
|
+0.1%
|
|
|
21
|
Sentinel Trust
Houston,
Texas
|
$52.9M
|
+$3.32M
|
+52,917
|
+7%
|
|
|
22
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$51.7M
|
+$502K
|
+8,010
|
+1%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$48.2M
|
+$210K
|
+3,345
|
+0.4%
|
|
|
24
|
|
$48M
|
+$13M
|
+207,877
|
+37%
|
|
|
25
|
Univest Financial
Souderton,
Pennsylvania
|
$47M
|
-$2.62M
|
-41,755
|
-5%
|
|
