|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$98.5M
|
+$10.5M
|
+161,646
|
+12%
|
|
|
2
|
RiverFront Investment Group
Richmond,
Virginia
|
$94.4M
|
+$2.49M
|
+38,283
|
+3%
|
|
|
3
|
|
$73.1M
|
-$3.74M
|
-57,540
|
-5%
|
|
|
4
|
|
$62.1M
|
-$618K
|
-9,514
|
-1%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$39.1M
|
-$1.06M
|
-16,256
|
-3%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$36.8M
|
+$4.63M
|
+71,320
|
+14%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$31.7M
|
-$2.69M
|
-41,439
|
-8%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$25M
|
+$1.57M
|
+24,170
|
+7%
|
|
|
9
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$24.4M
|
+$800K
|
+12,314
|
+3%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$23.7M
|
+$90K
|
+1,385
|
+0.4%
|
|
|
11
|
Circle Wealth Management
Summit,
New Jersey
|
$19.2M
|
–
|
–
|
–
|
|
|
12
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$16.8M
|
+$1.62M
|
+25,005
|
+11%
|
|
|
13
|
|
$16.7M
|
+$938K
|
+14,447
|
+6%
|
|
|
14
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$16.1M
|
-$788K
|
-12,137
|
-5%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$13.2M
|
-$408K
|
-6,280
|
-3%
|
|
|
16
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$10.4M
|
-$299K
|
-4,607
|
-3%
|
|
|
17
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$10.4M
|
-$1.15M
|
-17,743
|
-10%
|
|
|
18
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$9.75M
|
-$207K
|
-3,188
|
-2%
|
|
|
19
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$9.1M
|
-$77.2K
|
-1,188
|
-0.8%
|
|
|
20
|
SAM Advisors
Oakhurst,
California
|
$7.92M
|
-$124K
|
-1,914
|
-2%
|
|
|
21
|
PGIM Custom Harvest
Newark,
New Jersey
|
$7.65M
|
+$729K
|
+11,230
|
+11%
|
|
|
22
|
Holt Capital Partners
Fort Worth,
Texas
|
$7.61M
|
-$112K
|
-1,725
|
-1%
|
|
|
23
|
Howard Capital Management Group
Los Angeles,
California
|
$7.31M
|
+$236K
|
+3,634
|
+3%
|
|
|
24
|
Private Advisor Group
Morristown,
New Jersey
|
$7.21M
|
-$320K
|
-4,923
|
-4%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$5.83M
|
+$34K
|
+523
|
+0.6%
|
|
