|
1
|
Bank of America
Charlotte,
North Carolina
|
$460M
|
-$13.5M
|
-491,173
|
-3%
|
|
|
2
|
Eaton Vance Management
Boston,
Massachusetts
|
$120M
|
+$115M
|
+4,176,000
|
New
|
|
|
3
|
Mather Group
Chicago,
Illinois
|
$69.7M
|
+$4.82M
|
+175,097
|
+8%
|
|
|
4
|
|
$61.2M
|
+$35.1M
|
+1,275,703
|
+149%
|
|
|
5
|
Evergreen Capital Management
Bellevue,
Washington
|
$53.5M
|
+$25M
|
+909,608
|
+95%
|
|
|
6
|
Cerity Partners OCIO
New York
|
$39.1M
|
-$296K
|
-10,742
|
-0.8%
|
|
|
7
|
Capital Investment Advisors
Atlanta,
Georgia
|
$33.6M
|
+$31.7M
|
+1,151,358
|
+5,718%
|
|
|
8
|
Charles Schwab
San Francisco,
California
|
$33.4M
|
+$32M
|
+1,162,473
|
New
|
|
|
9
|
|
$27.8M
|
+$10.6M
|
+385,989
|
+66%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$27.6M
|
+$2.77M
|
+100,685
|
+12%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$24.5M
|
+$20.2M
|
+734,245
|
+608%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$23.5M
|
+$6.61M
|
+240,240
|
+42%
|
|
|
13
|
AE Wealth Management
Topeka,
Kansas
|
$22.1M
|
+$3.7M
|
+134,369
|
+21%
|
|
|
14
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$20.3M
|
+$3.26M
|
+118,587
|
+20%
|
|
|
15
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$17M
|
+$465K
|
+16,916
|
+3%
|
|
|
16
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$16.2M
|
+$15.5M
|
+564,036
|
New
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$16M
|
+$9.8M
|
+356,390
|
+176%
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$15.7M
|
–
|
–
|
–
|
|
|
19
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$15.4M
|
+$8.18M
|
+297,349
|
+124%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.3M
|
+$3.08M
|
+111,790
|
+26%
|
|
|
21
|
Oxford Financial Group
Carmel,
Indiana
|
$13.8M
|
-$164K
|
-5,975
|
-1%
|
|
|
22
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$12.7M
|
+$11.1M
|
+403,288
|
+1,062%
|
|
|
23
|
WBI Investments
Red Bank,
New Jersey
|
$12.6M
|
+$12.1M
|
+438,477
|
New
|
|
|
24
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$12.3M
|
+$3.02M
|
+109,771
|
+34%
|
|
|
25
|
Trilogy Capital
Irvine,
California
|
$12.2M
|
+$17.1K
|
+623
|
+0.2%
|
|
