|
1
|
Bank of America
Charlotte,
North Carolina
|
$502M
|
+$115M
|
+2,291,142
|
+30%
|
|
|
2
|
|
$189M
|
+$66.9M
|
+1,335,066
|
+55%
|
|
|
3
|
Advance Capital Management
Southfield,
Michigan
|
$180M
|
+$152M
|
+3,029,218
|
+561%
|
|
|
4
|
Richard Bernstein Advisors
New York
|
$159M
|
-$5.91M
|
-117,899
|
-4%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$125M
|
+$25.7M
|
+512,109
|
+26%
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$105M
|
+$104M
|
+2,067,423
|
+20,468%
|
|
|
7
|
KeyBank National Association
Cleveland,
Ohio
|
$97M
|
-$268K
|
-5,349
|
-0.3%
|
|
|
8
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$96.2M
|
+$24.3M
|
+486,008
|
+34%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$82.9M
|
+$11.8M
|
+235,766
|
+17%
|
|
|
10
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$75.5M
|
–
|
–
|
–
|
|
|
11
|
TruWealth Advisors
Metairie,
Louisiana
|
$65.6M
|
+$1.82M
|
+36,386
|
+3%
|
|
|
12
|
Gradient Investments
Arden Hills,
Minnesota
|
$52.4M
|
+$929K
|
+18,540
|
+2%
|
|
|
13
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$47.4M
|
+$5.14M
|
+102,547
|
+12%
|
|
|
14
|
Janus Henderson Group
London,
|
$46.1M
|
+$4.77M
|
+95,231
|
+12%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$45.1M
|
+$7.18M
|
+143,272
|
+19%
|
|
|
16
|
Hilton Capital Management
Garden City,
New York
|
$44M
|
+$14.6M
|
+292,362
|
+50%
|
|
|
17
|
Renaissance Technologies
New York
|
$41.9M
|
+$20M
|
+399,100
|
+92%
|
|
|
18
|
Congress Wealth Management
Boston,
Massachusetts
|
$37.6M
|
+$633K
|
+12,638
|
+2%
|
|
|
19
|
AE Wealth Management
Topeka,
Kansas
|
$36.2M
|
+$7.08M
|
+141,274
|
+24%
|
|
|
20
|
Bogart Wealth LLC
Mclean,
Virginia
|
$35.9M
|
+$411K
|
+8,197
|
+1%
|
|
|
21
|
Atwood & Palmer
Kansas City,
Missouri
|
$35.3M
|
+$11.1M
|
+220,679
|
+46%
|
|
|
22
|
RFG Advisory
Birmingham,
Alabama
|
$34.7M
|
+$3.45M
|
+68,793
|
+11%
|
|
|
23
|
D.J. St. Germain
Springfield,
Massachusetts
|
$34M
|
+$1.84M
|
+36,727
|
+6%
|
|
|
24
|
CX Institutional
Auburn,
Indiana
|
$33.3M
|
+$4.05M
|
+80,777
|
+14%
|
|
|
25
|
Relative Value Partners Group
|
$31.4M
|
+$2.23M
|
+44,500
|
+8%
|
|
