|
1
|
Bank of America
Charlotte,
North Carolina
|
$319M
|
+$11.9M
|
+398,788
|
+3%
|
|
|
2
|
Richard Bernstein Advisors
New York
|
$125M
|
+$7.68M
|
+256,736
|
+6%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$117M
|
+$9.78M
|
+326,875
|
+8%
|
|
|
4
|
Mercer Global Advisors
Denver,
Colorado
|
$68M
|
+$16.5M
|
+550,985
|
+26%
|
|
|
5
|
Bank of New York Mellon
New York
|
$38.7M
|
+$6.92M
|
+231,142
|
+18%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$22.7M
|
+$529K
|
+17,689
|
+2%
|
|
|
7
|
|
$22.7M
|
-$1.38M
|
-46,011
|
-5%
|
|
|
8
|
Empirical Wealth Management
Seattle,
Washington
|
$16.7M
|
+$13.1M
|
+436,435
|
+207%
|
|
|
9
|
Donoghue Forlines
Boston,
Massachusetts
|
$14M
|
-$1.06M
|
-35,432
|
-6%
|
|
|
10
|
Evensky & Katz
Coral Gables,
Florida
|
$13.8M
|
+$310K
|
+10,344
|
+2%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$13.2M
|
+$15.2M
|
+508,198
|
New
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$11.9M
|
+$3.42M
|
+114,455
|
+33%
|
|
|
13
|
Victory Capital Management
San Antonio,
Texas
|
$11.5M
|
+$13.3M
|
+446,045
|
New
|
|
|
14
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$11.5M
|
+$621K
|
+20,768
|
+5%
|
|
|
15
|
Insight Wealth Strategies
San Ramon,
California
|
$9.66M
|
+$10.1M
|
+337,638
|
+939%
|
|
|
16
|
Bogart Wealth LLC
Mclean,
Virginia
|
$9.1M
|
-$59.3K
|
-1,983
|
-0.6%
|
|
|
17
|
|
$8.88M
|
+$6.2M
|
+207,344
|
+152%
|
|
|
18
|
Epstein & White Financial
San Diego,
California
|
$8.69M
|
+$136K
|
+4,546
|
+1%
|
|
|
19
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$8.6M
|
-$357K
|
-11,939
|
-3%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$8.54M
|
+$4.8M
|
+160,526
|
+95%
|
|
|
21
|
Venturi Wealth Management
Austin,
Texas
|
$8.1M
|
-$841K
|
-28,105
|
-8%
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$8.06M
|
+$1.63M
|
+54,361
|
+21%
|
|
|
23
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$7.61M
|
+$3.48M
|
+116,402
|
+65%
|
|
|
24
|
Ackerman Capital Advisors
Dallas,
Texas
|
$7.45M
|
+$598K
|
+19,976
|
+7%
|
|
|
25
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$7.37M
|
+$108K
|
+3,608
|
+1%
|
|
