|
1
|
Horizon Investments
Charlotte,
North Carolina
|
$44M
|
+$44.8M
|
+1,175,065
|
New
|
|
|
2
|
|
$33.6M
|
+$22.3M
|
+585,866
|
+187%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$27.5M
|
+$1.39M
|
+36,370
|
+5%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$19.9M
|
+$470K
|
+12,319
|
+2%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.4M
|
+$14.6M
|
+382,787
|
+466%
|
|
|
6
|
KeyBank National Association
Cleveland,
Ohio
|
$15.7M
|
+$16M
|
+419,205
|
New
|
|
|
7
|
PFS Investments
Duluth,
Georgia
|
$15.2M
|
+$15M
|
+392,111
|
New
|
|
|
8
|
AssetMark Inc
Concord,
California
|
$15.2M
|
-$1.57M
|
-41,048
|
-9%
|
|
|
9
|
|
$10.9M
|
+$3.92M
|
+102,884
|
+54%
|
|
|
10
|
United Capital Financial Advisors
Irving,
Texas
|
$10.1M
|
-$203K
|
-5,335
|
-2%
|
|
|
11
|
Endurance Wealth Management
Providence,
Rhode Island
|
$9.47M
|
-$435K
|
-11,401
|
-4%
|
|
|
12
|
Securian Asset Management
St Paul,
Minnesota
|
$9.36M
|
+$9.53M
|
+250,000
|
New
|
|
|
13
|
Scotia Capital
Toronto,
Ontario, Canada
|
$8.83M
|
+$2.28M
|
+59,898
|
+34%
|
|
|
14
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$8.48M
|
+$27K
|
+707
|
+0.3%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.97M
|
+$1.95M
|
+51,144
|
+38%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$6.12M
|
+$740K
|
+19,403
|
+13%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$5.75M
|
+$4.91M
|
+128,817
|
+507%
|
|
|
18
|
MML Investors Services
Springfield,
Massachusetts
|
$5.4M
|
+$3.6M
|
+94,486
|
+189%
|
|
|
19
|
JGP Wealth Management
Bend,
Oregon
|
$4.94M
|
+$5.03M
|
+131,894
|
New
|
|
|
20
|
Flow Traders U.S.
New York
|
$3.6M
|
+$3.67M
|
+96,281
|
New
|
|
|
21
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.94M
|
-$1.03M
|
-27,073
|
-26%
|
|
|
22
|
Whittier Trust
South Pasadena,
California
|
$2.87M
|
-$684K
|
-17,944
|
-19%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$2.37M
|
-$518K
|
-13,577
|
-18%
|
|
|
24
|
Advisory Services Network
Atlanta,
Georgia
|
$2.33M
|
-$485K
|
-12,720
|
-17%
|
|
|
25
|
Founders Financial Securities
Towson,
Maryland
|
$2.31M
|
+$2.35M
|
+61,748
|
New
|
|
