|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$134M
|
-$10.8M
|
-111,191
|
-7%
|
|
|
2
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$132M
|
-$10.1M
|
-104,299
|
-7%
|
|
|
3
|
Gilbert & Cook
West Des Moines,
Iowa
|
$46.8M
|
+$3.96M
|
+40,742
|
+8%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$35.8M
|
-$3.43M
|
-35,251
|
-8%
|
|
|
5
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$29.4M
|
+$30.6M
|
+314,287
|
+2,307%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$27.3M
|
-$15.3M
|
-157,181
|
-34%
|
|
|
7
|
Strategic Equity Management
Tucson,
Arizona
|
$26.4M
|
-$10.1M
|
-104,034
|
-26%
|
|
|
8
|
|
$20.2M
|
+$729K
|
+7,489
|
+3%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$17.1M
|
+$42.3K
|
+435
|
+0.2%
|
|
|
10
|
Portfolio Strategies
Monsey,
New York
|
$14.2M
|
-$85.9K
|
-883
|
-0.6%
|
|
|
11
|
DOHJ LLC
Seattle,
Washington
|
$13.3M
|
+$4.02M
|
+41,318
|
+39%
|
|
|
12
|
VOYA Investment Management
Atlanta,
Georgia
|
$12.9M
|
-$484K
|
-4,979
|
-3%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$12.1M
|
+$507K
|
+5,209
|
+4%
|
|
|
14
|
WFA Asset Management
Whitefish Bay,
Wisconsin
|
$8.27M
|
-$835K
|
-8,580
|
-9%
|
|
|
15
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$7.27M
|
+$7.88M
|
+80,947
|
New
|
|
|
16
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$6.87M
|
-$793K
|
-8,154
|
-10%
|
|
|
17
|
Pegasus Partners
Mequon,
Wisconsin
|
$6.74M
|
+$1.96M
|
+20,137
|
+37%
|
|
|
18
|
Creative Financial Designs
Kokomo,
Indiana
|
$6.17M
|
-$4.09M
|
-42,075
|
-38%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.93M
|
-$1.55M
|
-15,933
|
-19%
|
|
|
20
|
9258 Wealth Management
Blue Ash,
Ohio
|
$5.55M
|
+$3.16M
|
+32,432
|
+111%
|
|
|
21
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$5.1M
|
+$131K
|
+1,351
|
+2%
|
|
|
22
|
Aspire Wealth Management
Waltham,
Massachusetts
|
$4.75M
|
+$347K
|
+3,567
|
+7%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.13M
|
-$333K
|
-3,421
|
-7%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.05M
|
+$261K
|
+2,680
|
+6%
|
|
|
25
|
55I LLC
Boston,
Massachusetts
|
$3.86M
|
+$4.18M
|
+42,945
|
New
|
|
