|
1
|
Wells Fargo
San Francisco,
California
|
$20.7M
|
+$1.64M
|
+51,696
|
+9%
|
|
|
2
|
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
$8.84M
|
+$8.45M
|
+266,290
|
New
|
|
|
3
|
|
$8.39M
|
+$119K
|
+3,752
|
+2%
|
|
|
4
|
|
$8.23M
|
+$111K
|
+3,506
|
+1%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$7.21M
|
+$228K
|
+7,199
|
+3%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$6.72M
|
+$227K
|
+7,155
|
+4%
|
|
|
7
|
|
$6.37M
|
–
|
–
|
–
|
|
|
8
|
Oppenheimer Asset Management
New York
|
$6.08M
|
+$281K
|
+8,859
|
+5%
|
|
|
9
|
Advisory Services & Investments
Bend,
Oregon
|
$5.26M
|
-$60.6K
|
-1,910
|
-1%
|
|
|
10
|
Cabot Wealth Management
Salem,
Massachusetts
|
$5.18M
|
-$18.2K
|
-574
|
-0.4%
|
|
|
11
|
Executive Wealth Management
Brighton,
Michigan
|
$4.05M
|
+$3.87M
|
+122,111
|
New
|
|
|
12
|
LVZ Inc
Holland,
Michigan
|
$3.85M
|
+$182K
|
+5,725
|
+5%
|
|
|
13
|
Symmetry Partners
Glastonbury,
Connecticut
|
$3.64M
|
-$24.3K
|
-765
|
-0.7%
|
|
|
14
|
Parametric Portfolio Associates
Seattle,
Washington
|
$3.6M
|
-$119K
|
-3,747
|
-3%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$3.58M
|
+$164K
|
+5,172
|
+5%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.52M
|
-$267K
|
-8,411
|
-7%
|
|
|
17
|
Empirical Wealth Management
Seattle,
Washington
|
$3.35M
|
+$1.23M
|
+38,762
|
+62%
|
|
|
18
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$3.05M
|
+$89.1K
|
+2,810
|
+3%
|
|
|
19
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$2.9M
|
+$2.74M
|
+86,287
|
New
|
|
|
20
|
NEPC LLC
Boston,
Massachusetts
|
$2.77M
|
+$2.64M
|
+83,365
|
New
|
|
|
21
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$2.69M
|
+$2.57M
|
+80,941
|
New
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.37M
|
+$179K
|
+5,642
|
+9%
|
|
|
23
|
|
$2.27M
|
-$8.05M
|
-253,783
|
-79%
|
|
|
24
|
6 Meridian
Wichita,
Kansas
|
$2.26M
|
+$54.8K
|
+1,727
|
+3%
|
|
|
25
|
Man Group
London,
United Kingdom
|
$2.24M
|
+$284K
|
+8,947
|
+15%
|
|
