|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$663M
|
+$8.08M
|
+157,957
|
+1%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$571M
|
+$42.9M
|
+838,472
|
+7%
|
|
|
3
|
US Bancorp
Minneapolis,
Minnesota
|
$446M
|
+$40.6M
|
+793,645
|
+9%
|
|
|
4
|
|
$416M
|
-$14.9M
|
-290,733
|
-3%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$290M
|
-$14.1M
|
-276,017
|
-4%
|
|
|
6
|
HB Wealth Management
Atlanta,
Georgia
|
$224M
|
+$10.5M
|
+206,115
|
+4%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$166M
|
-$3.28M
|
-64,190
|
-2%
|
|
|
8
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$149M
|
-$82.3M
|
-1,608,209
|
-33%
|
|
|
9
|
Wealthspire Advisors (New York)
New York
|
$118M
|
+$23.5M
|
+459,212
|
+22%
|
|
|
10
|
Janus Henderson Group
London,
|
$117M
|
+$131M
|
+2,551,051
|
New
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$116M
|
+$4.47M
|
+87,365
|
+4%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$111M
|
-$2.23M
|
-43,682
|
-2%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$92.9M
|
-$13M
|
-254,136
|
-11%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$92.9M
|
-$6.89M
|
-134,617
|
-6%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$84.6M
|
+$911K
|
+17,814
|
+1%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$83.2M
|
+$11.2M
|
+219,838
|
+14%
|
|
|
17
|
|
$81M
|
–
|
–
|
–
|
|
|
18
|
SignatureFD
Atlanta,
Georgia
|
$63.6M
|
-$17.8M
|
-348,252
|
-20%
|
|
|
19
|
Global Endowment Management
Charlotte,
North Carolina
|
$61.7M
|
+$1.97M
|
+38,600
|
+3%
|
|
|
20
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$59.4M
|
+$8.56M
|
+167,364
|
+15%
|
|
|
21
|
Dowling & Yahnke
San Diego,
California
|
$55M
|
+$23.3M
|
+456,076
|
+61%
|
|
|
22
|
Kestra Advisory Services
Austin,
Texas
|
$50.5M
|
-$1.44M
|
-28,078
|
-2%
|
|
|
23
|
Bogart Wealth LLC
Mclean,
Virginia
|
$50.3M
|
+$5.6M
|
+109,400
|
+11%
|
|
|
24
|
Sunflower Bank
Dallas,
Texas
|
$50.2M
|
-$3.38M
|
-66,109
|
-6%
|
|
|
25
|
Sentinel Trust
Houston,
Texas
|
$46.9M
|
+$3.36M
|
+65,657
|
+7%
|
|
