|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$740M
|
-$4.48M
|
-80,737
|
-0.6%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$601M
|
+$29.3M
|
+527,260
|
+5%
|
|
|
3
|
|
$484M
|
+$81.8M
|
+1,473,622
|
+19%
|
|
|
4
|
US Bancorp
Minneapolis,
Minnesota
|
$462M
|
+$83.4M
|
+1,503,470
|
+20%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$341M
|
-$18.7M
|
-336,181
|
-5%
|
|
|
6
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$251M
|
-$11.2M
|
-201,305
|
-4%
|
|
|
7
|
HB Wealth Management
Atlanta,
Georgia
|
$242M
|
-$61.7M
|
-1,111,345
|
-19%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$191M
|
+$2.67M
|
+48,152
|
+1%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$128M
|
-$49.6M
|
-893,643
|
-27%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$127M
|
+$13.5M
|
+243,053
|
+11%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$118M
|
-$2.59M
|
-46,723
|
-2%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$112M
|
+$229K
|
+4,121
|
+0.2%
|
|
|
13
|
Wealthspire Advisors (New York)
New York
|
$109M
|
-$1.04M
|
-18,660
|
-0.9%
|
|
|
14
|
AllianceBernstein
Nashville,
Tennessee
|
$96.9M
|
+$45.3M
|
+817,236
|
+77%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$94.5M
|
+$1.32M
|
+23,813
|
+1%
|
|
|
16
|
|
$91.3M
|
+$732K
|
+13,200
|
+0.8%
|
|
|
17
|
SignatureFD
Atlanta,
Georgia
|
$89.7M
|
-$38.6M
|
-695,515
|
-29%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$82.4M
|
+$1.58M
|
+28,443
|
+2%
|
|
|
19
|
Global Endowment Management
Charlotte,
North Carolina
|
$67.6M
|
+$14M
|
+253,240
|
+24%
|
|
|
20
|
Sunflower Bank
Dallas,
Texas
|
$60M
|
-$897K
|
-16,174
|
-1%
|
|
|
21
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$58.4M
|
-$7.42M
|
-133,774
|
-11%
|
|
|
22
|
Kestra Advisory Services
Austin,
Texas
|
$58.4M
|
+$7.51M
|
+135,451
|
+14%
|
|
|
23
|
Bogart Wealth LLC
Mclean,
Virginia
|
$51.1M
|
+$2.3M
|
+41,380
|
+4%
|
|
|
24
|
Sentinel Trust
Houston,
Texas
|
$49.5M
|
+$1.12M
|
+20,257
|
+2%
|
|
|
25
|
Column Capital Advisors
Indianapolis,
Indiana
|
$48.6M
|
+$17.8M
|
+321,229
|
+31%
|
|
