|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$5.64B
|
+$119M
|
+1,838,193
|
+2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$1.15B
|
-$472M
|
-7,262,567
|
-30%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$867M
|
-$5.06M
|
-77,860
|
-0.6%
|
|
|
4
|
Corient Private Wealth
Miami,
Florida
|
$851M
|
+$631M
|
+9,710,027
|
+372%
|
|
|
5
|
|
$785M
|
+$94.6M
|
+1,456,746
|
+15%
|
|
|
6
|
Wealthspire Advisors (New York)
New York
|
$721M
|
+$11.9M
|
+182,850
|
+2%
|
|
|
7
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$454M
|
+$89.2M
|
+1,373,838
|
+26%
|
|
|
8
|
HB Wealth Management
Atlanta,
Georgia
|
$443M
|
+$33.6M
|
+517,906
|
+9%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$443M
|
-$900K
|
-13,855
|
-0.2%
|
|
|
10
|
|
$384M
|
+$284M
|
+4,372,561
|
+371%
|
|
|
11
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$287M
|
+$47.4M
|
+730,369
|
+21%
|
|
|
12
|
Angeles Investment Advisors
Santa Monica,
California
|
$286M
|
+$3.77M
|
+58,120
|
+1%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$279M
|
+$55.8M
|
+859,170
|
+27%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$278M
|
+$53.4M
|
+821,782
|
+26%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$257M
|
+$3.41M
|
+52,575
|
+1%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$235M
|
+$19M
|
+292,581
|
+9%
|
|
|
17
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$224M
|
+$111M
|
+1,706,343
|
+111%
|
|
|
18
|
SignatureFD
Atlanta,
Georgia
|
$222M
|
+$2.57M
|
+39,561
|
+1%
|
|
|
19
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$214M
|
+$13.3M
|
+204,640
|
+7%
|
|
|
20
|
Raymond James Financial
St Petersburg,
Florida
|
$188M
|
+$3.14M
|
+48,419
|
+2%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$181M
|
+$4.38M
|
+67,465
|
+3%
|
|
|
22
|
Janus Henderson Group
London,
|
$161M
|
–
|
–
|
–
|
|
|
23
|
Univest Financial
Souderton,
Pennsylvania
|
$133M
|
-$2.51M
|
-38,582
|
-2%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$128M
|
+$4.05M
|
+62,375
|
+3%
|
|
|
25
|
First American Financial Corporation
Santa Ana,
California
|
$124M
|
–
|
–
|
–
|
|
