|
1
|
Bank of America
Charlotte,
North Carolina
|
$226M
|
+$21.7M
|
+252,106
|
+10%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$127M
|
+$4.7M
|
+54,513
|
+4%
|
|
|
3
|
|
$105M
|
+$28.8M
|
+334,100
|
+36%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$79.3M
|
+$234K
|
+2,707
|
+0.3%
|
|
|
5
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$40.9M
|
+$791K
|
+9,173
|
+2%
|
|
|
6
|
|
$38.1M
|
+$2.47M
|
+28,655
|
+7%
|
|
|
7
|
Advisory Alpha
Holland,
Michigan
|
$37.1M
|
+$89.7K
|
+1,040
|
+0.2%
|
|
|
8
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$37.1M
|
+$1.1M
|
+12,717
|
+3%
|
|
|
9
|
New York Life Investment Management
New York
|
$36.8M
|
-$4.54M
|
-52,679
|
-11%
|
|
|
10
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$34.9M
|
-$50.9K
|
-590
|
-0.1%
|
|
|
11
|
|
$31.4M
|
+$1.11M
|
+12,870
|
+4%
|
|
|
12
|
Howard Capital Management
Roswell,
Georgia
|
$28.3M
|
+$60.9K
|
+706
|
+0.2%
|
|
|
13
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$26.7M
|
+$393K
|
+4,554
|
+1%
|
|
|
14
|
Baker Avenue Asset Management
San Francisco,
California
|
$26.4M
|
+$3.69M
|
+42,733
|
+16%
|
|
|
15
|
|
$23.5M
|
-$1.84M
|
-21,301
|
-7%
|
|
|
16
|
AllianceBernstein
Nashville,
Tennessee
|
$23.1M
|
–
|
–
|
–
|
|
|
17
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$21.4M
|
+$2.29M
|
+26,494
|
+12%
|
|
|
18
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$20.7M
|
+$21.4M
|
+248,000
|
New
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$18.9M
|
+$310K
|
+3,597
|
+2%
|
|
|
20
|
Tradewinds Capital Management
Bellingham,
Washington
|
$17.4M
|
+$17.3K
|
+200
|
+0.1%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$17.2M
|
+$1.6M
|
+18,498
|
+10%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$17.2M
|
+$10.7M
|
+124,352
|
+154%
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$17M
|
-$2.4M
|
-27,794
|
-12%
|
|
|
24
|
BlueStem Wealth Partners
Minnetonka,
Minnesota
|
$16.6M
|
+$14.3M
|
+165,825
|
+507%
|
|
|
25
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$15.3M
|
+$201K
|
+2,331
|
+1%
|
|
