|
1
|
Bank of America
Charlotte,
North Carolina
|
$194M
|
+$7.89M
|
+98,282
|
+4%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$94.3M
|
+$2.56M
|
+31,935
|
+3%
|
|
|
3
|
|
$76.8M
|
+$73M
|
+909,656
|
+11,034%
|
|
|
4
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$61M
|
-$41.5K
|
-517
|
-0.1%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$44.6M
|
+$2.4M
|
+29,850
|
+6%
|
|
|
6
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$40.2M
|
-$285K
|
-3,555
|
-0.7%
|
|
|
7
|
New York Life Investment Management
New York
|
$40M
|
+$4.7M
|
+58,533
|
+14%
|
|
|
8
|
Advisory Alpha
Holland,
Michigan
|
$38.4M
|
+$2.49M
|
+31,053
|
+7%
|
|
|
9
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$35.1M
|
+$1.36M
|
+16,894
|
+4%
|
|
|
10
|
Howard Capital Management
Roswell,
Georgia
|
$26.9M
|
+$25.8M
|
+321,100
|
New
|
|
|
11
|
|
$26.6M
|
-$165K
|
-2,060
|
-0.6%
|
|
|
12
|
AllianceBernstein
Nashville,
Tennessee
|
$23.1M
|
+$5.38M
|
+67,030
|
+32%
|
|
|
13
|
|
$22.9M
|
+$425K
|
+5,298
|
+2%
|
|
|
14
|
Ocean Park Asset Management
Santa Monica,
California
|
$22.5M
|
–
|
–
|
–
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$21.3M
|
+$12.3M
|
+152,939
|
+150%
|
|
|
16
|
Baker Avenue Asset Management
San Francisco,
California
|
$20.6M
|
-$1.48M
|
-18,394
|
-7%
|
|
|
17
|
|
$19.1M
|
+$4.51M
|
+56,149
|
+33%
|
|
|
18
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$19.1M
|
+$8.84M
|
+110,055
|
+93%
|
|
|
19
|
Tradewinds Capital Management
Bellingham,
Washington
|
$18.7M
|
+$17.8M
|
+222,222
|
+18,052%
|
|
|
20
|
Nomura Asset Management
Tokyo,
Japan
|
$16.1M
|
-$1.17M
|
-14,560
|
-7%
|
|
|
21
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$15.3M
|
-$470K
|
-5,855
|
-3%
|
|
|
22
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$14.8M
|
+$14.2M
|
+177,200
|
New
|
|
|
23
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$13.9M
|
+$282K
|
+3,509
|
+2%
|
|
|
24
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$13.8M
|
+$627K
|
+7,810
|
+5%
|
|
|
25
|
Adams Wealth Management
Logan,
Utah
|
$13.5M
|
+$610K
|
+7,595
|
+5%
|
|
