|
1
|
Bank of America
Charlotte,
North Carolina
|
$86.7M
|
+$12.6M
|
+198,770
|
+17%
|
|
|
2
|
Personal Capital Advisors
Redwood City,
California
|
$76.1M
|
+$11.1M
|
+174,919
|
+17%
|
|
|
3
|
|
$38M
|
+$1.28M
|
+20,291
|
+4%
|
|
|
4
|
|
$36.6M
|
+$2.58M
|
+40,769
|
+8%
|
|
|
5
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$31.3M
|
+$22.4M
|
+353,615
|
+262%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$30.8M
|
-$576K
|
-9,116
|
-2%
|
|
|
7
|
|
$27.8M
|
+$3.1M
|
+48,966
|
+13%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.6M
|
+$6.83M
|
+108,013
|
+51%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$18.4M
|
+$2.84M
|
+44,904
|
+18%
|
|
|
10
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$17M
|
–
|
–
|
–
|
|
|
11
|
|
$15.9M
|
-$1.18M
|
-18,593
|
-7%
|
|
|
12
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$15.5M
|
+$4.5M
|
+71,134
|
+42%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$14.7M
|
+$2.62M
|
+41,499
|
+22%
|
|
|
14
|
William Blair & Company
Chicago,
Illinois
|
$14.6M
|
+$13.9M
|
+219,646
|
+2,528%
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$13.9M
|
+$918K
|
+14,525
|
+7%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$13.2M
|
+$2.69M
|
+42,550
|
+26%
|
|
|
17
|
|
$10.7M
|
-$10.2M
|
-161,353
|
-49%
|
|
|
18
|
Private Ocean
San Rafael,
California
|
$10.1M
|
+$660K
|
+10,445
|
+7%
|
|
|
19
|
EP Wealth Advisors
Torrance,
California
|
$9.73M
|
+$7.27M
|
+114,965
|
+312%
|
|
|
20
|
Highland Private Wealth Management
Bellevue,
Washington
|
$8.06M
|
+$1.12M
|
+17,770
|
+16%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.04M
|
+$4.76M
|
+75,212
|
+150%
|
|
|
22
|
Nottingham Advisors
Amherst,
New York
|
$7.58M
|
-$102K
|
-1,620
|
-1%
|
|
|
23
|
D.A. Davidson & Co
Great Falls,
Montana
|
$6.51M
|
+$968K
|
+15,304
|
+18%
|
|
|
24
|
Howland Capital Management
Boston,
Massachusetts
|
$6.17M
|
+$6.09M
|
+96,258
|
New
|
|
|
25
|
Fiduciary Trust
Boston,
Massachusetts
|
$5.56M
|
+$268K
|
+4,234
|
+5%
|
|
