|
1
|
Wells Fargo
San Francisco,
California
|
$115M
|
+$94.8M
|
+1,618,838
|
+425%
|
|
|
2
|
|
$97.6M
|
+$4.4M
|
+75,094
|
+5%
|
|
|
3
|
Raymond James Financial
St Petersburg,
Florida
|
$61.5M
|
+$62.8M
|
+1,072,776
|
New
|
|
|
4
|
|
$48.6M
|
+$29.7M
|
+506,525
|
+149%
|
|
|
5
|
|
$39.1M
|
-$307K
|
-5,246
|
-0.8%
|
|
|
6
|
Richard Bernstein Advisors
New York
|
$37.5M
|
+$32.6M
|
+557,502
|
+574%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$37.5M
|
+$4.41M
|
+75,263
|
+13%
|
|
|
8
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$35M
|
+$593K
|
+10,127
|
+2%
|
|
|
9
|
Aspiriant LLC
Los Angeles,
California
|
$24.5M
|
-$1.03M
|
-17,564
|
-4%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$21.7M
|
+$1.79M
|
+30,651
|
+9%
|
|
|
11
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$19.3M
|
+$344K
|
+5,876
|
+2%
|
|
|
12
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$17.8M
|
-$40.8K
|
-697
|
-0.2%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$17.7M
|
+$14.7M
|
+250,620
|
+426%
|
|
|
14
|
Consilium Wealth Advisory
Richardson,
Texas
|
$17.6M
|
+$728K
|
+12,440
|
+4%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$17.4M
|
-$63.5K
|
-1,085
|
-0.4%
|
|
|
16
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$15.6M
|
+$14.4M
|
+246,613
|
+944%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.8M
|
+$3.95M
|
+67,441
|
+35%
|
|
|
18
|
Waverly Advisors
Birmingham,
Alabama
|
$14.8M
|
+$604K
|
+10,312
|
+4%
|
|
|
19
|
Centerline Wealth Advisors
Louisville,
Kentucky
|
$14.7M
|
+$14.8M
|
+252,966
|
New
|
|
|
20
|
WestEnd Advisors
Charlotte,
North Carolina
|
$14.1M
|
+$11.9M
|
+202,603
|
+464%
|
|
|
21
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$13.5M
|
+$1.84M
|
+31,465
|
+15%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$13.3M
|
+$1.69M
|
+28,886
|
+14%
|
|
|
23
|
Jim Saulnier & Associates
Fort Collins,
Colorado
|
$11.7M
|
+$1.13M
|
+19,363
|
+10%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$10.3M
|
+$460K
|
+7,862
|
+5%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.48M
|
+$7.49M
|
+127,907
|
+340%
|
|
