|
1
|
Bank of America
Charlotte,
North Carolina
|
$383M
|
+$65.5M
|
+1,321,524
|
+21%
|
|
|
2
|
Richard Bernstein Advisors
New York
|
$163M
|
+$2.11M
|
+42,577
|
+1%
|
|
|
3
|
|
$120M
|
+$60.7M
|
+1,223,772
|
+103%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$98.3M
|
+$11.2M
|
+224,815
|
+13%
|
|
|
5
|
KeyBank National Association
Cleveland,
Ohio
|
$96.4M
|
+$5.21M
|
+105,013
|
+6%
|
|
|
6
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$74.8M
|
–
|
–
|
–
|
|
|
7
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$71M
|
+$9.73M
|
+196,238
|
+16%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$70.3M
|
+$6.19M
|
+124,881
|
+10%
|
|
|
9
|
TruWealth Advisors
Metairie,
Louisiana
|
$63.1M
|
+$62.8M
|
+1,266,477
|
New
|
|
|
10
|
Gradient Investments
Arden Hills,
Minnesota
|
$51M
|
+$13.8M
|
+278,767
|
+37%
|
|
|
11
|
Ten Capital Wealth Advisors
Spokane,
Washington
|
$46M
|
+$3.46M
|
+69,699
|
+8%
|
|
|
12
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$41.8M
|
+$1.94M
|
+39,204
|
+5%
|
|
|
13
|
Janus Henderson Group
London,
|
$40.9M
|
-$6.14M
|
-123,807
|
-13%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$37.6M
|
+$20.6M
|
+416,312
|
+123%
|
|
|
15
|
Congress Wealth Management
Boston,
Massachusetts
|
$36.6M
|
-$547K
|
-11,035
|
-1%
|
|
|
16
|
Bogart Wealth LLC
Mclean,
Virginia
|
$35.2M
|
+$577K
|
+11,624
|
+2%
|
|
|
17
|
D.J. St. Germain
Springfield,
Massachusetts
|
$31.9M
|
+$31.7M
|
+639,498
|
New
|
|
|
18
|
RFG Advisory
Birmingham,
Alabama
|
$31M
|
+$3.68M
|
+74,220
|
+14%
|
|
|
19
|
Hilton Capital Management
Garden City,
New York
|
$29M
|
+$12.2M
|
+245,596
|
+73%
|
|
|
20
|
CX Institutional
Auburn,
Indiana
|
$29M
|
-$924K
|
-18,624
|
-3%
|
|
|
21
|
Relative Value Partners Group
|
$28.8M
|
+$3.04M
|
+61,205
|
+12%
|
|
|
22
|
AE Wealth Management
Topeka,
Kansas
|
$28.8M
|
+$6.18M
|
+124,678
|
+28%
|
|
|
23
|
Astor Investment Management
Chicago,
Illinois
|
$28.4M
|
-$2.25M
|
-45,446
|
-7%
|
|
|
24
|
Advance Capital Management
Southfield,
Michigan
|
$26.9M
|
+$26.8M
|
+540,306
|
New
|
|
|
25
|
SPC Financial Inc
Rockville,
Maryland
|
$25.8M
|
+$229K
|
+4,607
|
+0.9%
|
|
