|
1
|
|
$22.1M
|
+$19.6M
|
+584,195
|
+856%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$21.9M
|
+$783K
|
+23,355
|
+4%
|
|
|
3
|
|
$11.9M
|
+$3.49M
|
+104,188
|
+42%
|
|
|
4
|
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
$9.41M
|
+$381K
|
+11,371
|
+4%
|
|
|
5
|
|
$8.36M
|
-$216K
|
-6,438
|
-3%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$7.98M
|
+$610K
|
+18,192
|
+8%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$7.36M
|
+$494K
|
+14,726
|
+7%
|
|
|
8
|
|
$6.51M
|
–
|
–
|
–
|
|
|
9
|
Oppenheimer Asset Management
New York
|
$6.41M
|
+$200K
|
+5,968
|
+3%
|
|
|
10
|
Advisory Services & Investments
Bend,
Oregon
|
$5.45M
|
+$73.5K
|
+2,190
|
+1%
|
|
|
11
|
Cabot Wealth Management
Salem,
Massachusetts
|
$5.25M
|
-$45.1K
|
-1,345
|
-0.9%
|
|
|
12
|
LVZ Inc
Holland,
Michigan
|
$4.06M
|
+$122K
|
+3,646
|
+3%
|
|
|
13
|
Symmetry Partners
Glastonbury,
Connecticut
|
$3.9M
|
+$153K
|
+4,576
|
+4%
|
|
|
14
|
Executive Wealth Management
Brighton,
Michigan
|
$3.87M
|
-$270K
|
-8,062
|
-7%
|
|
|
15
|
Parametric Portfolio Associates
Seattle,
Washington
|
$3.7M
|
+$22.7K
|
+678
|
+0.6%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$3.59M
|
-$68.7K
|
-2,048
|
-2%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.48M
|
-$109K
|
-3,246
|
-3%
|
|
|
18
|
Empirical Wealth Management
Seattle,
Washington
|
$3.23M
|
-$197K
|
-5,871
|
-6%
|
|
|
19
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$3.12M
|
+$9.79K
|
+292
|
+0.3%
|
|
|
20
|
Man Group
London,
United Kingdom
|
$3.09M
|
+$799K
|
+23,828
|
+35%
|
|
|
21
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$2.93M
|
–
|
–
|
–
|
|
|
22
|
RiverTree Advisors
Winter Park,
Florida
|
$2.89M
|
+$2.86M
|
+85,328
|
New
|
|
|
23
|
NEPC LLC
Boston,
Massachusetts
|
$2.83M
|
–
|
–
|
–
|
|
|
24
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$2.77M
|
+$23.8K
|
+709
|
+0.9%
|
|
|
25
|
|
$2.7M
|
+$2.67M
|
+79,710
|
New
|
|
