|
1
|
Hartford Funds Management
Wayne,
Pennsylvania
|
$437M
|
-$31.6M
|
-923,372
|
-7%
|
|
|
2
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$292M
|
+$296M
|
+8,651,815
|
+68,189%
|
|
|
3
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$82.3M
|
-$3.12M
|
-91,112
|
-4%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$66.9M
|
+$667K
|
+19,516
|
+1%
|
|
|
5
|
Evolve Private Wealth
Los Angeles,
California
|
$47.8M
|
+$5.01M
|
+146,564
|
+12%
|
|
|
6
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$42M
|
+$1.24M
|
+36,273
|
+3%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$41.3M
|
-$21.7M
|
-635,919
|
-34%
|
|
|
8
|
HB Wealth Management
Atlanta,
Georgia
|
$40.8M
|
-$6.27M
|
-183,322
|
-13%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$40.6M
|
+$2.4M
|
+70,138
|
+6%
|
|
|
10
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$38.4M
|
-$21.1M
|
-617,564
|
-35%
|
|
|
11
|
Park Capital Management
Madison,
Wisconsin
|
$36.8M
|
+$3.33M
|
+97,475
|
+10%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$36.2M
|
-$14.4M
|
-420,151
|
-28%
|
|
|
13
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$33.9M
|
+$1.2M
|
+35,116
|
+4%
|
|
|
14
|
Howard Financial Services
Dallas,
Texas
|
$33.3M
|
+$2.1M
|
+61,292
|
+7%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$33.2M
|
-$7.35M
|
-215,035
|
-18%
|
|
|
16
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$31M
|
+$2.15M
|
+62,922
|
+7%
|
|
|
17
|
Berger Financial Group
Plymouth,
Minnesota
|
$30.1M
|
-$158K
|
-4,611
|
-0.5%
|
|
|
18
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$27M
|
+$27.4M
|
+800,087
|
New
|
|
|
19
|
Jones Financial Companies
Des Peres,
Missouri
|
$25.2M
|
+$2.89M
|
+84,407
|
+13%
|
|
|
20
|
Spire Wealth Management
Mclean,
Virginia
|
$24.1M
|
+$1.67M
|
+48,976
|
+7%
|
|
|
21
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$24M
|
+$1.89M
|
+55,162
|
+8%
|
|
|
22
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$22.1M
|
+$95.7K
|
+2,800
|
+0.4%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$21.1M
|
-$133K
|
-3,882
|
-0.6%
|
|
|
24
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$19.8M
|
+$5.54M
|
+162,117
|
+38%
|
|
|
25
|
Brio Consultants
San Francisco,
California
|
$17.8M
|
+$263K
|
+7,680
|
+1%
|
|
