|
1
|
Bank of America
Charlotte,
North Carolina
|
$343M
|
+$144M
|
+3,222,644
|
+69%
|
|
|
2
|
|
$175M
|
+$14.8M
|
+331,827
|
+9%
|
|
|
3
|
Richard Bernstein Advisors
New York
|
$155M
|
+$101M
|
+2,263,769
|
+172%
|
|
|
4
|
Congress Wealth Management
Boston,
Massachusetts
|
$133M
|
+$12M
|
+268,526
|
+10%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$99.9M
|
+$90.5M
|
+2,021,255
|
+718%
|
|
|
6
|
Madison Asset Management
Madison,
Wisconsin
|
$79.8M
|
+$41.5M
|
+926,945
|
+102%
|
|
|
7
|
Gradient Investments
Arden Hills,
Minnesota
|
$77.2M
|
+$2.02M
|
+45,186
|
+3%
|
|
|
8
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$50.9M
|
-$494K
|
-11,049
|
-0.9%
|
|
|
9
|
Bailard
Foster City,
California
|
$48.1M
|
+$4.53M
|
+101,291
|
+10%
|
|
|
10
|
Financial Enhancement Group
Anderson,
Indiana
|
$40.4M
|
+$16.1M
|
+359,848
|
+61%
|
|
|
11
|
Corient Private Wealth
Miami,
Florida
|
$37.4M
|
+$1.44M
|
+32,215
|
+4%
|
|
|
12
|
SPC Financial Inc
Rockville,
Maryland
|
$33.3M
|
+$110K
|
+2,456
|
+0.3%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$31M
|
+$2.76M
|
+61,648
|
+9%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$27.7M
|
+$3.44M
|
+76,811
|
+14%
|
|
|
15
|
Divergent Planning
Bethesda,
Maryland
|
$25.2M
|
+$1.48M
|
+33,028
|
+6%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$20.7M
|
+$3.29M
|
+73,614
|
+18%
|
|
|
17
|
Bank of New York Mellon
New York
|
$18.4M
|
+$18.4M
|
+410,730
|
+3,222%
|
|
|
18
|
Relative Value Partners Group
|
$17.4M
|
+$18M
|
+401,514
|
New
|
|
|
19
|
Horizon Investments
Charlotte,
North Carolina
|
$16.1M
|
-$3.73M
|
-83,448
|
-18%
|
|
|
20
|
Foster & Motley
Cincinnati,
Ohio
|
$16M
|
+$1.63M
|
+36,500
|
+11%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$12.5M
|
+$6.34M
|
+141,625
|
+97%
|
|
|
22
|
Arden Trust
Wilmington,
Delaware
|
$9.46M
|
-$7.23M
|
-161,526
|
-43%
|
|
|
23
|
Merit Financial Group
Alpharetta,
Georgia
|
$9.39M
|
+$932K
|
+20,837
|
+11%
|
|
|
24
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$9.06M
|
+$2.99M
|
+66,709
|
+47%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.5M
|
+$1.43M
|
+32,037
|
+20%
|
|
