|
1
|
RiverFront Investment Group
Richmond,
Virginia
|
$134M
|
+$900K
|
+10,089
|
+0.7%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$123M
|
+$488K
|
+5,463
|
+0.4%
|
|
|
3
|
|
$99.6M
|
+$362K
|
+4,054
|
+0.4%
|
|
|
4
|
|
$95.2M
|
+$64.6M
|
+723,555
|
+235%
|
|
|
5
|
|
$94.3M
|
-$2.61M
|
-29,259
|
-3%
|
|
|
6
|
OpenArc Corporate Advisory
Atlanta,
Georgia
|
$55.6M
|
+$53.8M
|
+603,090
|
New
|
|
|
7
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$53.2M
|
+$51.4M
|
+576,423
|
New
|
|
|
8
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$49.1M
|
+$47.5M
|
+532,080
|
New
|
|
|
9
|
LPL Financial
San Diego,
California
|
$44.3M
|
+$2.18M
|
+24,452
|
+5%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$43.9M
|
-$2.37M
|
-26,586
|
-5%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$41.5M
|
-$2.74M
|
-30,747
|
-6%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$40.9M
|
-$4.4M
|
-49,294
|
-10%
|
|
|
13
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$39.7M
|
+$249K
|
+2,792
|
+0.7%
|
|
|
14
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$38.4M
|
+$1.05M
|
+11,741
|
+3%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$32.7M
|
-$2.62M
|
-29,375
|
-8%
|
|
|
16
|
PGIM Custom Harvest
Newark,
New Jersey
|
$27.3M
|
-$433K
|
-4,855
|
-2%
|
|
|
17
|
Circle Wealth Management
Summit,
New Jersey
|
$27.2M
|
–
|
–
|
–
|
|
|
18
|
MML Investors Services
Springfield,
Massachusetts
|
$23.4M
|
+$1.57M
|
+17,569
|
+7%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$21M
|
+$3.54M
|
+39,648
|
+21%
|
|
|
20
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$18.9M
|
-$479K
|
-5,367
|
-3%
|
|
|
21
|
Private Advisor Group
Morristown,
New Jersey
|
$16.5M
|
+$659K
|
+7,380
|
+4%
|
|
|
22
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$15.6M
|
+$642K
|
+7,192
|
+4%
|
|
|
23
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$15.4M
|
+$458K
|
+5,130
|
+3%
|
|
|
24
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$13.9M
|
-$215K
|
-2,410
|
-2%
|
|
|
25
|
Holt Capital Partners
Fort Worth,
Texas
|
$13.7M
|
+$831K
|
+9,310
|
+7%
|
|
