|
1
|
RiverFront Investment Group
Richmond,
Virginia
|
$128M
|
+$5.67M
|
+70,342
|
+5%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$112M
|
-$904K
|
-11,229
|
-0.8%
|
|
|
3
|
|
$85.4M
|
-$4.04M
|
-50,219
|
-4%
|
|
|
4
|
|
$74.9M
|
+$3.44M
|
+42,752
|
+5%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$43.5M
|
-$178K
|
-2,208
|
-0.4%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$38.5M
|
+$2.29M
|
+28,450
|
+6%
|
|
|
7
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$38.1M
|
+$39.1M
|
+484,931
|
New
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$36.5M
|
-$416K
|
-5,164
|
-1%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$36.1M
|
+$2M
|
+24,828
|
+6%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$31.3M
|
+$654K
|
+8,114
|
+2%
|
|
|
11
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$31.2M
|
+$549K
|
+6,815
|
+2%
|
|
|
12
|
Circle Wealth Management
Summit,
New Jersey
|
$23.1M
|
–
|
–
|
–
|
|
|
13
|
|
$22.4M
|
+$1.46M
|
+18,095
|
+7%
|
|
|
14
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$20M
|
+$639K
|
+7,930
|
+3%
|
|
|
15
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$18.5M
|
-$392K
|
-4,871
|
-2%
|
|
|
16
|
PGIM Custom Harvest
Newark,
New Jersey
|
$16.9M
|
+$6.29M
|
+78,102
|
+57%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$13.7M
|
-$706K
|
-8,764
|
-5%
|
|
|
18
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$13.1M
|
-$240K
|
-2,977
|
-2%
|
|
|
19
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$12.4M
|
-$33.4K
|
-415
|
-0.3%
|
|
|
20
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$12.4M
|
+$433K
|
+5,378
|
+4%
|
|
|
21
|
Private Advisor Group
Morristown,
New Jersey
|
$12.2M
|
+$4.19M
|
+52,060
|
+50%
|
|
|
22
|
Holt Capital Partners
Fort Worth,
Texas
|
$9.92M
|
+$779K
|
+9,676
|
+8%
|
|
|
23
|
Anfield Capital Management
Irvine,
California
|
$9.87M
|
+$10.1M
|
+125,619
|
New
|
|
|
24
|
SAM Advisors
Oakhurst,
California
|
$8.92M
|
-$327K
|
-4,061
|
-3%
|
|
|
25
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$8.64M
|
-$324K
|
-4,017
|
-3%
|
|
