|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$2.92B
|
+$622M
|
+10,681,472
|
+28%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$990M
|
+$276M
|
+4,739,849
|
+41%
|
|
|
3
|
US Bancorp
Minneapolis,
Minnesota
|
$877M
|
-$18.9M
|
-324,790
|
-2%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$703M
|
-$6.3M
|
-108,246
|
-0.9%
|
|
|
5
|
|
$557M
|
+$1.3M
|
+22,302
|
+0.2%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$397M
|
+$21.2M
|
+363,736
|
+6%
|
|
|
7
|
HB Wealth Management
Atlanta,
Georgia
|
$306M
|
+$6.17M
|
+105,919
|
+2%
|
|
|
8
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$304M
|
+$117M
|
+2,003,672
|
+66%
|
|
|
9
|
Wealthspire Advisors (New York)
New York
|
$253M
|
+$4.94M
|
+84,834
|
+2%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$250M
|
+$59.7M
|
+1,025,012
|
+33%
|
|
|
11
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$203M
|
+$2.05M
|
+35,214
|
+1%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$199M
|
-$862K
|
-14,802
|
-0.4%
|
|
|
13
|
SignatureFD
Atlanta,
Georgia
|
$173M
|
+$135M
|
+2,312,780
|
+419%
|
|
|
14
|
SageView Advisory Group
Newport Beach,
California
|
$170M
|
+$108M
|
+1,854,479
|
+1,746%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$167M
|
+$8.51M
|
+146,285
|
+6%
|
|
|
16
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$156M
|
-$26.7K
|
-459
|
-0%
|
|
|
17
|
Janus Henderson Group
London,
|
$150M
|
+$620K
|
+10,648
|
+0.4%
|
|
|
18
|
Corient Private Wealth
Miami,
Florida
|
$147M
|
+$4.98M
|
+85,487
|
+4%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$147M
|
-$7.14M
|
-122,744
|
-5%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$141M
|
+$5.14M
|
+88,233
|
+4%
|
|
|
21
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$137M
|
+$6.26M
|
+107,623
|
+5%
|
|
|
22
|
Global Endowment Management
Charlotte,
North Carolina
|
$129M
|
–
|
–
|
–
|
|
|
23
|
|
$117M
|
+$2.02M
|
+34,700
|
+2%
|
|
|
24
|
First American Financial Corporation
Santa Ana,
California
|
$116M
|
-$6.53M
|
-112,260
|
-6%
|
|
|
25
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$90M
|
+$2.73M
|
+46,889
|
+3%
|
|
