|
1
|
Bank of America
Charlotte,
North Carolina
|
$214M
|
+$130M
|
+2,807,788
|
+151%
|
|
|
2
|
|
$169M
|
+$20.3M
|
+439,307
|
+13%
|
|
|
3
|
Congress Wealth Management
Boston,
Massachusetts
|
$128M
|
+$2.68M
|
+58,000
|
+2%
|
|
|
4
|
Gradient Investments
Arden Hills,
Minnesota
|
$79.3M
|
+$17.1M
|
+370,632
|
+27%
|
|
|
5
|
Richard Bernstein Advisors
New York
|
$60.3M
|
+$60.8M
|
+1,317,050
|
New
|
|
|
6
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$54.1M
|
-$717K
|
-15,529
|
-1%
|
|
|
7
|
Bailard
Foster City,
California
|
$46M
|
+$732K
|
+15,862
|
+2%
|
|
|
8
|
Madison Asset Management
Madison,
Wisconsin
|
$41.7M
|
+$6.45M
|
+139,692
|
+18%
|
|
|
9
|
Corient Private Wealth
Miami,
Florida
|
$37.9M
|
+$38.2M
|
+827,810
|
New
|
|
|
10
|
SPC Financial Inc
Rockville,
Maryland
|
$35M
|
+$88.4K
|
+1,915
|
+0.3%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$29.9M
|
+$10.9M
|
+236,075
|
+57%
|
|
|
12
|
Financial Enhancement Group
Anderson,
Indiana
|
$26.4M
|
+$15.8M
|
+341,583
|
+139%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$25.7M
|
+$2.94M
|
+63,783
|
+13%
|
|
|
14
|
Divergent Planning
Bethesda,
Maryland
|
$25.3M
|
+$746K
|
+16,167
|
+3%
|
|
|
15
|
Horizon Investments
Charlotte,
North Carolina
|
$20.8M
|
-$5.24M
|
-113,463
|
-20%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$18.5M
|
+$2.51M
|
+54,357
|
+16%
|
|
|
17
|
PFS Investments
Duluth,
Georgia
|
$17.5M
|
+$1.29M
|
+27,874
|
+8%
|
|
|
18
|
Arden Trust
Wilmington,
Delaware
|
$17.4M
|
+$6.04M
|
+130,841
|
+53%
|
|
|
19
|
Foster & Motley
Cincinnati,
Ohio
|
$15.2M
|
+$15.4M
|
+333,030
|
New
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$12.9M
|
+$5.32M
|
+115,176
|
+69%
|
|
|
21
|
Merit Financial Group
Alpharetta,
Georgia
|
$8.95M
|
+$4.89M
|
+105,958
|
+118%
|
|
|
22
|
Atwood & Palmer
Kansas City,
Missouri
|
$7.64M
|
+$148K
|
+3,205
|
+2%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.57M
|
+$6.86M
|
+148,564
|
+880%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.5M
|
+$3.45M
|
+74,787
|
+84%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$6.67M
|
+$1.27M
|
+27,453
|
+23%
|
|
