|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$861M
|
+$65M
|
+1,067,683
|
+8%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$664M
|
+$2.85M
|
+46,861
|
+0.4%
|
|
|
3
|
|
$473M
|
+$43.5M
|
+714,226
|
+10%
|
|
|
4
|
US Bancorp
Minneapolis,
Minnesota
|
$445M
|
-$154M
|
-2,534,660
|
-25%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$415M
|
-$7.24M
|
-118,831
|
-2%
|
|
|
6
|
HB Wealth Management
Atlanta,
Georgia
|
$347M
|
-$4.88M
|
-80,181
|
-1%
|
|
|
7
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$302M
|
+$16.9M
|
+277,463
|
+6%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$217M
|
+$11.2M
|
+184,738
|
+5%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$202M
|
-$90M
|
-1,477,516
|
-31%
|
|
|
10
|
SignatureFD
Atlanta,
Georgia
|
$145M
|
-$135M
|
-2,219,165
|
-48%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$139M
|
+$9.5M
|
+156,055
|
+7%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$133M
|
+$2.37M
|
+38,892
|
+2%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$129M
|
-$3.88M
|
-63,802
|
-3%
|
|
|
14
|
Wealthspire Advisors (New York)
New York
|
$128M
|
+$11.3M
|
+185,712
|
+10%
|
|
|
15
|
|
$109M
|
+$111M
|
+1,817,672
|
New
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$108M
|
+$9.04M
|
+148,460
|
+9%
|
|
|
17
|
|
$105M
|
+$51.4M
|
+844,100
|
+93%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$93.7M
|
+$22.8M
|
+374,966
|
+31%
|
|
|
19
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$75.6M
|
-$12.4M
|
-204,481
|
-14%
|
|
|
20
|
Sunflower Bank
Dallas,
Texas
|
$70.5M
|
+$634K
|
+10,413
|
+0.9%
|
|
|
21
|
AllianceBernstein
Nashville,
Tennessee
|
$63.3M
|
+$62.3M
|
+1,023,280
|
+2,769%
|
|
|
22
|
Global Endowment Management
Charlotte,
North Carolina
|
$63.1M
|
+$12.1M
|
+198,600
|
+23%
|
|
|
23
|
Kestra Advisory Services
Austin,
Texas
|
$59.5M
|
+$9.76M
|
+160,230
|
+19%
|
|
|
24
|
Creative Planning
Overland Park,
Kansas
|
$58.6M
|
+$5.31M
|
+87,180
|
+10%
|
|
|
25
|
Parametric Portfolio Associates
Seattle,
Washington
|
$57.2M
|
+$960K
|
+15,767
|
+2%
|
|
