|
1
|
RiverFront Investment Group
Richmond,
Virginia
|
$129M
|
+$1.8M
|
+20,530
|
+1%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$119M
|
+$2.4M
|
+27,298
|
+2%
|
|
|
3
|
|
$96.4M
|
+$1.27M
|
+14,438
|
+1%
|
|
|
4
|
|
$94.2M
|
-$1.26M
|
-14,343
|
-1%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$45M
|
+$779K
|
+8,857
|
+2%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$44.2M
|
+$3.15M
|
+35,792
|
+8%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$43.1M
|
-$734K
|
-8,345
|
-2%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$40.8M
|
+$2.44M
|
+27,714
|
+6%
|
|
|
9
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$36.3M
|
+$981K
|
+11,164
|
+3%
|
|
|
10
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$35.9M
|
+$8.64M
|
+98,267
|
+31%
|
|
|
11
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$34.6M
|
-$10.5M
|
-119,679
|
-24%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$34.4M
|
-$289K
|
-3,293
|
-0.8%
|
|
|
13
|
|
$27.6M
|
+$821K
|
+9,337
|
+3%
|
|
|
14
|
PGIM Custom Harvest
Newark,
New Jersey
|
$27M
|
-$376K
|
-4,274
|
-1%
|
|
|
15
|
Circle Wealth Management
Summit,
New Jersey
|
$26.4M
|
–
|
–
|
–
|
|
|
16
|
MML Investors Services
Springfield,
Massachusetts
|
$21.2M
|
+$18.6M
|
+211,138
|
+844%
|
|
|
17
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$18.8M
|
-$289K
|
-3,292
|
-2%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$16.9M
|
+$7.32M
|
+83,297
|
+79%
|
|
|
19
|
Private Advisor Group
Morristown,
New Jersey
|
$15.3M
|
+$707K
|
+8,043
|
+5%
|
|
|
20
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$14.5M
|
-$204K
|
-2,324
|
-1%
|
|
|
21
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$14.5M
|
+$233K
|
+2,652
|
+2%
|
|
|
22
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$13.7M
|
-$300K
|
-3,415
|
-2%
|
|
|
23
|
Holt Capital Partners
Fort Worth,
Texas
|
$12.4M
|
+$761K
|
+8,660
|
+7%
|
|
|
24
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$10.4M
|
-$216K
|
-2,454
|
-2%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$10.4M
|
-$959K
|
-10,915
|
-9%
|
|
