|
1
|
Bank of America
Charlotte,
North Carolina
|
$327M
|
+$21.9M
|
+929,451
|
+7%
|
|
|
2
|
Richard Bernstein Advisors
New York
|
$260M
|
+$8.52M
|
+360,673
|
+3%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$149M
|
+$8.17M
|
+346,161
|
+6%
|
|
|
4
|
Nationwide Asset Management
Columbus,
Ohio
|
$134M
|
+$136K
|
+5,760
|
New
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$97.1M
|
+$1.57M
|
+66,339
|
+2%
|
|
|
6
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$41.2M
|
+$894K
|
+37,870
|
+2%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$40.1M
|
+$40.3M
|
+1,707,368
|
+8,678%
|
|
|
8
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$35.7M
|
+$1.17M
|
+49,747
|
+3%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$23.3M
|
+$2.14M
|
+90,459
|
+10%
|
|
|
10
|
|
$12.8M
|
+$3.69M
|
+156,237
|
+40%
|
|
|
11
|
Cardan Capital Partners
Denver,
Colorado
|
$12.7M
|
+$46.7K
|
+1,980
|
+0.4%
|
|
|
12
|
PFS Investments
Duluth,
Georgia
|
$10.3M
|
+$1.45M
|
+61,618
|
+16%
|
|
|
13
|
Sage Advisory Services
Austin,
Texas
|
$7.04M
|
+$606K
|
+25,682
|
+9%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$6.78M
|
+$512K
|
+21,691
|
+8%
|
|
|
15
|
Alpha Omega Group
Reston,
Virginia
|
$4.93M
|
+$362K
|
+15,349
|
+8%
|
|
|
16
|
Acima Private Wealth
Richmond,
Virginia
|
$4.85M
|
+$3.38K
|
+143
|
+0.1%
|
|
|
17
|
Hilltop Holdings
Dallas,
Texas
|
$4.18M
|
+$854K
|
+36,164
|
+25%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$3.87M
|
-$3.18M
|
-134,643
|
-45%
|
|
|
19
|
Transcend Capital Advisors
Madison,
New Jersey
|
$3.69M
|
+$3.79M
|
+160,691
|
New
|
|
|
20
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$3.5M
|
+$2.72M
|
+115,160
|
+323%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.77M
|
+$261K
|
+11,046
|
+10%
|
|
|
22
|
Sepio Capital
Salt Lake City,
Utah
|
$2.66M
|
+$32.1K
|
+1,360
|
+1%
|
|
|
23
|
Guggenheim Capital
Chicago,
Illinois
|
$2.31M
|
-$1.21M
|
-51,141
|
-34%
|
|
|
24
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$2.07M
|
-$155K
|
-6,586
|
-7%
|
|
|
25
|
SlateStone Wealth
Jupiter,
Florida
|
$1.93M
|
+$241K
|
+10,225
|
+14%
|
|
