|
1
|
Bank of America
Charlotte,
North Carolina
|
$728M
|
-$12.9M
|
-291,490
|
-2%
|
|
|
2
|
|
$505M
|
+$138M
|
+3,105,257
|
+38%
|
|
|
3
|
Richard Bernstein Advisors
New York
|
$467M
|
-$19.6M
|
-442,809
|
-4%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$339M
|
-$2.07M
|
-46,801
|
-0.6%
|
|
|
5
|
Hamilton Capital
Columbus,
Ohio
|
$160M
|
+$4.64M
|
+104,610
|
+3%
|
|
|
6
|
Congress Wealth Management
Boston,
Massachusetts
|
$141M
|
-$5.79M
|
-130,681
|
-4%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$104M
|
+$8.57M
|
+193,367
|
+9%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$91.1M
|
+$3.13M
|
+70,618
|
+4%
|
|
|
9
|
Madison Asset Management
Madison,
Wisconsin
|
$78.6M
|
-$7.94M
|
-179,063
|
-9%
|
|
|
10
|
Gradient Investments
Arden Hills,
Minnesota
|
$63.4M
|
-$20.2M
|
-454,592
|
-24%
|
|
|
11
|
Bailard
Foster City,
California
|
$57.2M
|
+$3.31M
|
+74,704
|
+6%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$53.5M
|
-$2.2M
|
-49,682
|
-4%
|
|
|
13
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$51.4M
|
-$998K
|
-22,519
|
-2%
|
|
|
14
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$50.1M
|
+$47M
|
+1,060,341
|
+1,703%
|
|
|
15
|
Corient Private Wealth
Miami,
Florida
|
$49M
|
+$2.45M
|
+55,224
|
+5%
|
|
|
16
|
Bank of New York Mellon
New York
|
$42.7M
|
+$5.15M
|
+116,156
|
+14%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$36.1M
|
+$1.29M
|
+29,038
|
+4%
|
|
|
18
|
SPC Financial Inc
Rockville,
Maryland
|
$35M
|
+$389K
|
+8,765
|
+1%
|
|
|
19
|
Foster & Motley
Cincinnati,
Ohio
|
$34.8M
|
+$5.17M
|
+116,695
|
+18%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$34M
|
+$4.56M
|
+102,897
|
+16%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$33.3M
|
+$3.92M
|
+88,442
|
+13%
|
|
|
22
|
Divergent Planning
Bethesda,
Maryland
|
$29.9M
|
+$1.44M
|
+32,466
|
+5%
|
|
|
23
|
Arvest Investments
Lowell,
Arkansas
|
$28.6M
|
+$3.83M
|
+86,414
|
+16%
|
|
|
24
|
CGN Advisors
Manhattan,
Kansas
|
$26.2M
|
+$3.62M
|
+81,718
|
+16%
|
|
|
25
|
Clear Rock Advisors
Kerrville,
Texas
|
$23.1M
|
+$426K
|
+9,620
|
+2%
|
|
