|
1
|
Bank of America
Charlotte,
North Carolina
|
$315M
|
+$75.1M
|
+1,512,460
|
+31%
|
|
|
2
|
Richard Bernstein Advisors
New York
|
$160M
|
+$8M
|
+161,197
|
+5%
|
|
|
3
|
KeyBank National Association
Cleveland,
Ohio
|
$90.5M
|
+$10.2M
|
+206,506
|
+13%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$86.5M
|
+$14.2M
|
+286,569
|
+20%
|
|
|
5
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$74.3M
|
–
|
–
|
–
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$63.7M
|
+$5.81M
|
+117,032
|
+10%
|
|
|
7
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$60.8M
|
+$21.3M
|
+429,322
|
+54%
|
|
|
8
|
|
$59.1M
|
+$50.3M
|
+1,012,721
|
+562%
|
|
|
9
|
Janus Henderson Group
London,
|
$46.8M
|
-$3.01M
|
-60,607
|
-6%
|
|
|
10
|
Ten Capital Wealth Advisors
Spokane,
Washington
|
$42.2M
|
+$33.8M
|
+681,134
|
+397%
|
|
|
11
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$39.6M
|
+$12.2M
|
+244,840
|
+44%
|
|
|
12
|
Congress Wealth Management
Boston,
Massachusetts
|
$36.9M
|
+$13.3M
|
+267,450
|
+56%
|
|
|
13
|
Gradient Investments
Arden Hills,
Minnesota
|
$36.9M
|
+$37M
|
+744,568
|
New
|
|
|
14
|
Bogart Wealth LLC
Mclean,
Virginia
|
$34.4M
|
+$875K
|
+17,636
|
+3%
|
|
|
15
|
Astor Investment Management
Chicago,
Illinois
|
$30.4M
|
-$1.92M
|
-38,774
|
-6%
|
|
|
16
|
CX Institutional
Auburn,
Indiana
|
$29.6M
|
+$6.97M
|
+140,460
|
+31%
|
|
|
17
|
RFG Advisory
Birmingham,
Alabama
|
$27.1M
|
+$1.85M
|
+37,359
|
+7%
|
|
|
18
|
Relative Value Partners Group
|
$25.6M
|
+$25.2M
|
+508,037
|
+5,505%
|
|
|
19
|
SPC Financial Inc
Rockville,
Maryland
|
$25.4M
|
+$40K
|
+805
|
+0.2%
|
|
|
20
|
Atwood & Palmer
Kansas City,
Missouri
|
$23.3M
|
+$72.8K
|
+1,467
|
+0.3%
|
|
|
21
|
AE Wealth Management
Topeka,
Kansas
|
$22.4M
|
-$542K
|
-10,912
|
-2%
|
|
|
22
|
Financial Enhancement Group
Anderson,
Indiana
|
$21.5M
|
+$1.12M
|
+22,552
|
+5%
|
|
|
23
|
Pine Valley Investments
Marlton,
New Jersey
|
$21.1M
|
+$21.1M
|
+426,066
|
New
|
|
|
24
|
Nottingham Advisors
Amherst,
New York
|
$20.1M
|
-$4.52M
|
-91,103
|
-18%
|
|
|
25
|
Allen Capital Group
Grand Island,
Nebraska
|
$19.7M
|
+$19.8M
|
+398,275
|
New
|
|
