|
1
|
|
$162M
|
+$162M
|
+2,330,200
|
+4,943%
|
|
|
2
|
AllianceBernstein
Nashville,
Tennessee
|
$85.5M
|
+$87M
|
+1,253,716
|
New
|
|
|
3
|
Aurelius Family Office
Bedford,
New Hampshire
|
$21.6M
|
+$22M
|
+317,296
|
New
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$21.5M
|
-$1.94M
|
-27,895
|
-8%
|
|
|
5
|
Beacon Pointe Advisors
Newport Beach,
California
|
$13.3M
|
+$125K
|
+1,795
|
+0.9%
|
|
|
6
|
Two West Capital Advisors
Overland Park,
Kansas
|
$12M
|
-$3.89M
|
-56,062
|
-24%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$11.4M
|
-$2.14M
|
-30,865
|
-16%
|
|
|
8
|
Mercer Global Advisors
Denver,
Colorado
|
$9.33M
|
+$5.49M
|
+79,133
|
+137%
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$8.6M
|
+$183K
|
+2,637
|
+2%
|
|
|
10
|
Mariner
Overland Park,
Kansas
|
$5.53M
|
-$79.7K
|
-1,148
|
-1%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.25M
|
-$2.53M
|
-36,454
|
-32%
|
|
|
12
|
Applied Capital
Little Rock,
Arkansas
|
$4.87M
|
+$241K
|
+3,466
|
+5%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$4.77M
|
+$1.67M
|
+24,094
|
+53%
|
|
|
14
|
Professional Financial Advisors
North Platte,
Nebraska
|
$4.2M
|
+$61.4K
|
+885
|
+1%
|
|
|
15
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$3.24M
|
-$162K
|
-2,338
|
-5%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$2.85M
|
+$1.39M
|
+19,975
|
+92%
|
|
|
17
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$2.84M
|
+$899K
|
+12,944
|
+45%
|
|
|
18
|
Five Pine Wealth Management
Coeur D Alene,
Idaho
|
$2.79M
|
+$2.84M
|
+40,913
|
New
|
|
|
19
|
Capital Group Private Client Services
Los Angeles,
California
|
$2.78M
|
+$2.83M
|
+40,775
|
New
|
|
|
20
|
Old Mission Capital
Chicago,
Illinois
|
$2.36M
|
+$2.4M
|
+34,562
|
New
|
|
|
21
|
|
$2.25M
|
-$1.92M
|
-27,587
|
-46%
|
|
|
22
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$2.04M
|
+$16.9K
|
+243
|
+0.8%
|
|
|
23
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$1.76M
|
+$806K
|
+11,602
|
+82%
|
|
|
24
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$1.62M
|
+$52.9K
|
+762
|
+3%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.57M
|
+$101K
|
+1,457
|
+7%
|
|
