|
1
|
Bank of America
Charlotte,
North Carolina
|
$356M
|
+$9.5M
|
+321,496
|
+3%
|
|
|
2
|
Richard Bernstein Advisors
New York
|
$137M
|
-$800K
|
-27,054
|
-0.6%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$57.5M
|
+$6.55M
|
+221,482
|
+13%
|
|
|
4
|
Mercer Global Advisors
Denver,
Colorado
|
$50.4M
|
+$11.2M
|
+380,021
|
+29%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$24.6M
|
-$52.9M
|
-1,790,442
|
-68%
|
|
|
6
|
Venturi Wealth Management
Austin,
Texas
|
$18.4M
|
+$5.01M
|
+169,367
|
+38%
|
|
|
7
|
Evensky & Katz
Coral Gables,
Florida
|
$15.7M
|
+$146K
|
+4,929
|
+0.9%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$8.52M
|
+$128K
|
+4,341
|
+2%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.43M
|
+$3.69M
|
+124,672
|
+78%
|
|
|
10
|
Epstein & White Financial
San Diego,
California
|
$6.94M
|
+$2.66M
|
+89,948
|
+63%
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$6.68M
|
–
|
–
|
–
|
|
|
12
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$6.17M
|
-$5.96M
|
-201,522
|
-49%
|
|
|
13
|
Ackerman Capital Advisors
Dallas,
Texas
|
$6.07M
|
+$6.04M
|
+204,457
|
New
|
|
|
14
|
AE Wealth Management
Topeka,
Kansas
|
$5.84M
|
-$504K
|
-17,035
|
-8%
|
|
|
15
|
|
$5.81M
|
+$5.79M
|
+195,900
|
New
|
|
|
16
|
Empirical Wealth Management
Seattle,
Washington
|
$5.67M
|
+$434K
|
+14,680
|
+8%
|
|
|
17
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$5.09M
|
+$1.47M
|
+49,658
|
+41%
|
|
|
18
|
Well Done LLC
Holland,
Michigan
|
$4.51M
|
+$768K
|
+25,986
|
+21%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.37M
|
+$390K
|
+13,182
|
+10%
|
|
|
20
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$3.6M
|
+$261K
|
+8,813
|
+8%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$3.54M
|
+$1.7M
|
+57,536
|
+93%
|
|
|
22
|
Barber Financial Group
Lenexa,
Kansas
|
$2.69M
|
-$120K
|
-4,064
|
-4%
|
|
|
23
|
Centaurus Financial
Anaheim,
California
|
$2.29M
|
+$75.6K
|
+2,558
|
+3%
|
|
|
24
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.94M
|
+$1.03M
|
+34,896
|
+114%
|
|
|
25
|
|
$1.49M
|
-$232K
|
-7,832
|
-13%
|
|
