|
1
|
Bank of America
Charlotte,
North Carolina
|
$289M
|
+$1.35M
|
+11,629
|
+0.5%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$100M
|
-$12M
|
-103,926
|
-11%
|
|
|
3
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$89.5M
|
-$14.2M
|
-122,218
|
-14%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$86.5M
|
-$36.2M
|
-312,646
|
-31%
|
|
|
5
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$70M
|
+$1.11M
|
+9,581
|
+2%
|
|
|
6
|
|
$59.8M
|
-$21.8M
|
-187,971
|
-28%
|
|
|
7
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$54.1M
|
-$492K
|
-4,243
|
-0.9%
|
|
|
8
|
Advisory Alpha
Holland,
Michigan
|
$49.1M
|
-$1.39M
|
-12,033
|
-3%
|
|
|
9
|
New York Life Investment Management
New York
|
$46.7M
|
+$10.1M
|
+87,511
|
+30%
|
|
|
10
|
|
$44.1M
|
+$3.29M
|
+28,391
|
+8%
|
|
|
11
|
Baker Avenue Asset Management
San Francisco,
California
|
$40.7M
|
-$232K
|
-2,005
|
-0.6%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$39.6M
|
-$2.54M
|
-21,906
|
-6%
|
|
|
13
|
MML Investors Services
Springfield,
Massachusetts
|
$34.4M
|
+$6.35M
|
+54,757
|
+24%
|
|
|
14
|
Howard Capital Management
Roswell,
Georgia
|
$34.2M
|
+$32.6M
|
+281,042
|
New
|
|
|
15
|
Ocean Park Asset Management
Santa Monica,
California
|
$31.5M
|
-$18.7M
|
-161,363
|
-38%
|
|
|
16
|
|
$25.8M
|
-$6.23M
|
-53,773
|
-20%
|
|
|
17
|
Tradewinds Capital Management
Bellingham,
Washington
|
$24.3M
|
-$1.16M
|
-10,021
|
-5%
|
|
|
18
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$23.4M
|
+$1.43M
|
+12,343
|
+7%
|
|
|
19
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$21M
|
+$216K
|
+1,863
|
+1%
|
|
|
20
|
TME Financial
Huntington Beach,
California
|
$20.2M
|
+$588K
|
+5,072
|
+3%
|
|
|
21
|
Systelligence LLC
Bloomington,
Minnesota
|
$20.2M
|
+$1.81M
|
+15,614
|
+10%
|
|
|
22
|
Osborne Partners Capital Management
San Francisco,
California
|
$18.3M
|
+$71.7K
|
+619
|
+0.4%
|
|
|
23
|
AllianceBernstein
Nashville,
Tennessee
|
$18M
|
-$3.87M
|
-33,375
|
-16%
|
|
|
24
|
Independence Financial Advisors
Franklin,
New Hampshire
|
$17.2M
|
+$1.99M
|
+17,195
|
+14%
|
|
|
25
|
AssetMark Inc
Concord,
California
|
$16.6M
|
-$3.91M
|
-33,705
|
-20%
|
|
