|
1
|
Bank of America
Charlotte,
North Carolina
|
$749M
|
-$23.1M
|
-511,118
|
-3%
|
|
|
2
|
Richard Bernstein Advisors
New York
|
$492M
|
-$21.8M
|
-483,462
|
-4%
|
|
|
3
|
|
$370M
|
+$52.8M
|
+1,169,796
|
+17%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$345M
|
+$1.46M
|
+32,213
|
+0.4%
|
|
|
5
|
Hamilton Capital
Columbus,
Ohio
|
$157M
|
+$158M
|
+3,487,411
|
New
|
|
|
6
|
Congress Wealth Management
Boston,
Massachusetts
|
$149M
|
+$7.27M
|
+160,916
|
+5%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$95.9M
|
-$15M
|
-332,569
|
-14%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$88.9M
|
+$2.11M
|
+46,666
|
+2%
|
|
|
9
|
Madison Asset Management
Madison,
Wisconsin
|
$87.5M
|
-$435K
|
-9,622
|
-0.5%
|
|
|
10
|
Gradient Investments
Arden Hills,
Minnesota
|
$84.5M
|
-$2.11M
|
-46,724
|
-2%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$56.3M
|
-$81.3K
|
-1,800
|
-0.1%
|
|
|
12
|
Bailard
Foster City,
California
|
$54.4M
|
+$2.7M
|
+59,703
|
+5%
|
|
|
13
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$52.9M
|
+$221K
|
+4,898
|
+0.4%
|
|
|
14
|
Corient Private Wealth
Miami,
Florida
|
$47M
|
+$4.59M
|
+101,547
|
+11%
|
|
|
15
|
Bank of New York Mellon
New York
|
$37.9M
|
-$140K
|
-3,110
|
-0.4%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$35.1M
|
+$8.29M
|
+183,544
|
+31%
|
|
|
17
|
SPC Financial Inc
Rockville,
Maryland
|
$35M
|
+$80.3K
|
+1,778
|
+0.2%
|
|
|
18
|
Foster & Motley
Cincinnati,
Ohio
|
$29.9M
|
+$7.28M
|
+161,262
|
+32%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$29.7M
|
-$2M
|
-44,286
|
-6%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$29.6M
|
+$10.7M
|
+237,078
|
+56%
|
|
|
21
|
Divergent Planning
Bethesda,
Maryland
|
$28.5M
|
+$1.26M
|
+27,785
|
+5%
|
|
|
22
|
Parcion Private Wealth
Bellevue,
Washington
|
$28.1M
|
+$3.44M
|
+76,128
|
+14%
|
|
|
23
|
Relative Value Partners Group
|
$25.5M
|
+$1.81M
|
+40,064
|
+8%
|
|
|
24
|
Arvest Investments
Lowell,
Arkansas
|
$24.9M
|
+$646K
|
+14,299
|
+3%
|
|
|
25
|
Horizon Investments
Charlotte,
North Carolina
|
$23.3M
|
+$59.1K
|
+1,308
|
+0.3%
|
|
