|
1
|
Bank of America
Charlotte,
North Carolina
|
$240M
|
-$5.1M
|
-49,253
|
-2%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$104M
|
-$45.9M
|
-443,503
|
-30%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$94.2M
|
-$11.3M
|
-109,455
|
-11%
|
|
|
4
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$87.3M
|
+$40.8M
|
+394,525
|
+85%
|
|
|
5
|
|
$86.6M
|
+$73.8M
|
+713,070
|
+518%
|
|
|
6
|
|
$69.2M
|
-$26.6M
|
-257,435
|
-27%
|
|
|
7
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$57.5M
|
+$4.04M
|
+39,016
|
+7%
|
|
|
8
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$45.6M
|
-$292K
|
-2,826
|
-0.6%
|
|
|
9
|
Ocean Park Asset Management
Santa Monica,
California
|
$42.8M
|
+$43.5M
|
+420,200
|
New
|
|
|
10
|
Advisory Alpha
Holland,
Michigan
|
$42.3M
|
-$2.4M
|
-23,175
|
-5%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$35.5M
|
-$3.47M
|
-33,507
|
-9%
|
|
|
12
|
Baker Avenue Asset Management
San Francisco,
California
|
$34.2M
|
+$23.4K
|
+226
|
+0.1%
|
|
|
13
|
|
$34M
|
-$782K
|
-7,554
|
-2%
|
|
|
14
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$30.3M
|
+$266K
|
+2,570
|
+0.9%
|
|
|
15
|
New York Life Investment Management
New York
|
$30.2M
|
+$2.07M
|
+20,010
|
+7%
|
|
|
16
|
|
$26.5M
|
+$1.16M
|
+11,180
|
+4%
|
|
|
17
|
|
$25.5M
|
-$10.3M
|
-99,977
|
-29%
|
|
|
18
|
MML Investors Services
Springfield,
Massachusetts
|
$23.2M
|
-$7.72M
|
-74,604
|
-25%
|
|
|
19
|
Tradewinds Capital Management
Bellingham,
Washington
|
$21.3M
|
+$2.07M
|
+19,995
|
+11%
|
|
|
20
|
AllianceBernstein
Nashville,
Tennessee
|
$20.7M
|
-$1.48M
|
-14,325
|
-6%
|
|
|
21
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$20.7M
|
+$878K
|
+8,480
|
+5%
|
|
|
22
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$18.3M
|
+$447K
|
+4,322
|
+2%
|
|
|
23
|
AssetMark Inc
Concord,
California
|
$17.3M
|
-$816K
|
-7,886
|
-4%
|
|
|
24
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$16.7M
|
-$245K
|
-2,371
|
-1%
|
|
|
25
|
BlueStem Wealth Partners
Minnetonka,
Minnesota
|
$16.4M
|
+$4.41M
|
+42,635
|
+36%
|
|
