|
1
|
Bank of America
Charlotte,
North Carolina
|
$209M
|
+$11.7M
|
+136,263
|
+6%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$125M
|
+$29.5M
|
+342,644
|
+30%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$80.3M
|
+$35.5M
|
+412,335
|
+77%
|
|
|
4
|
|
$78M
|
–
|
–
|
–
|
|
|
5
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$56.4M
|
-$5.66M
|
-65,712
|
-9%
|
|
|
6
|
New York Life Investment Management
New York
|
$41.9M
|
+$1.27M
|
+14,762
|
+3%
|
|
|
7
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$40.8M
|
-$76.6K
|
-890
|
-0.2%
|
|
|
8
|
Advisory Alpha
Holland,
Michigan
|
$37.7M
|
-$1.38M
|
-16,001
|
-3%
|
|
|
9
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$36.6M
|
+$978K
|
+11,363
|
+3%
|
|
|
10
|
|
$36.3M
|
+$9.39M
|
+109,088
|
+34%
|
|
|
11
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$35.5M
|
+$16.4M
|
+190,400
|
+84%
|
|
|
12
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$34M
|
+$19.1M
|
+222,500
|
+126%
|
|
|
13
|
|
$30.8M
|
+$7.62M
|
+88,488
|
+32%
|
|
|
14
|
Ocean Park Asset Management
Santa Monica,
California
|
$30.3M
|
+$7.58M
|
+88,100
|
+33%
|
|
|
15
|
Howard Capital Management
Roswell,
Georgia
|
$28.7M
|
+$1.45M
|
+16,800
|
+5%
|
|
|
16
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$26.7M
|
+$27M
|
+314,164
|
+323,880%
|
|
|
17
|
|
$25.7M
|
+$6.35M
|
+73,835
|
+32%
|
|
|
18
|
AllianceBernstein
Nashville,
Tennessee
|
$23.5M
|
–
|
–
|
–
|
|
|
19
|
Baker Avenue Asset Management
San Francisco,
California
|
$23.2M
|
+$2.35M
|
+27,361
|
+11%
|
|
|
20
|
AssetMark Inc
Concord,
California
|
$22M
|
+$407K
|
+4,728
|
+2%
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$19.7M
|
+$6.49M
|
+75,373
|
+48%
|
|
|
22
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$19.5M
|
+$7.05M
|
+81,916
|
+56%
|
|
|
23
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$18.9M
|
+$3.4M
|
+39,487
|
+22%
|
|
|
24
|
Tradewinds Capital Management
Bellingham,
Washington
|
$17.6M
|
-$1.37M
|
-15,862
|
-7%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$15.9M
|
+$7.22M
|
+83,891
|
+81%
|
|
