|
1
|
Bank of America
Charlotte,
North Carolina
|
$786M
|
+$404M
|
+9,224,159
|
+117%
|
|
|
2
|
Richard Bernstein Advisors
New York
|
$523M
|
+$342M
|
+7,813,615
|
+218%
|
|
|
3
|
Charles Schwab
San Francisco,
California
|
$350M
|
+$333M
|
+7,612,323
|
New
|
|
|
4
|
|
$323M
|
+$132M
|
+3,003,984
|
+75%
|
|
|
5
|
Congress Wealth Management
Boston,
Massachusetts
|
$144M
|
+$2.78M
|
+63,436
|
+2%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$113M
|
+$6.87M
|
+156,741
|
+7%
|
|
|
7
|
Madison Asset Management
Madison,
Wisconsin
|
$89.6M
|
+$4.88M
|
+111,408
|
+6%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$88.4M
|
+$53M
|
+1,209,222
|
+169%
|
|
|
9
|
Gradient Investments
Arden Hills,
Minnesota
|
$88.2M
|
+$6.21M
|
+141,811
|
+8%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$57.4M
|
+$26.8M
|
+611,025
|
+96%
|
|
|
11
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$53.7M
|
-$153K
|
-3,487
|
-0.3%
|
|
|
12
|
Bailard
Foster City,
California
|
$52.7M
|
+$1.73M
|
+39,572
|
+4%
|
|
|
13
|
Corient Private Wealth
Miami,
Florida
|
$43.2M
|
+$3.51M
|
+80,053
|
+9%
|
|
|
14
|
Bank of New York Mellon
New York
|
$38.7M
|
+$18.4M
|
+419,912
|
+99%
|
|
|
15
|
SPC Financial Inc
Rockville,
Maryland
|
$35.5M
|
+$285K
|
+6,510
|
+0.8%
|
|
|
16
|
Financial Enhancement Group
Anderson,
Indiana
|
$33M
|
-$9.68M
|
-220,960
|
-23%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$32.3M
|
+$22.2M
|
+506,103
|
+258%
|
|
|
18
|
Divergent Planning
Bethesda,
Maryland
|
$27.9M
|
+$1.15M
|
+26,167
|
+4%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$27.3M
|
+$5.18M
|
+118,158
|
+25%
|
|
|
20
|
Parcion Private Wealth
Bellevue,
Washington
|
$25.1M
|
+$24M
|
+546,864
|
New
|
|
|
21
|
Arvest Investments
Lowell,
Arkansas
|
$24.7M
|
+$23.6M
|
+538,707
|
New
|
|
|
22
|
Horizon Investments
Charlotte,
North Carolina
|
$23.8M
|
+$6.4M
|
+146,134
|
+39%
|
|
|
23
|
Relative Value Partners Group
|
$23.7M
|
+$4.98M
|
+113,698
|
+28%
|
|
|
24
|
Foster & Motley
Cincinnati,
Ohio
|
$23M
|
+$5.77M
|
+131,712
|
+36%
|
|
|
25
|
CGN Advisors
Manhattan,
Kansas
|
$21.7M
|
+$20.7M
|
+473,183
|
New
|
|
