|
1
|
Bank of America
Charlotte,
North Carolina
|
$761M
|
-$226K
|
-4,928
|
-0%
|
|
|
2
|
|
$591M
|
+$62.3M
|
+1,356,268
|
+12%
|
|
|
3
|
Richard Bernstein Advisors
New York
|
$468M
|
-$19.6M
|
-426,755
|
-4%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$354M
|
-$606K
|
-13,190
|
-0.2%
|
|
|
5
|
Hamilton Capital
Columbus,
Ohio
|
$163M
|
+$1.13M
|
+24,688
|
+0.7%
|
|
|
6
|
Congress Wealth Management
Boston,
Massachusetts
|
$146M
|
-$1.84M
|
-40,116
|
-1%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$121M
|
+$12.2M
|
+265,732
|
+11%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$94.4M
|
-$800K
|
-17,400
|
-0.9%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$81.5M
|
+$25.3M
|
+550,174
|
+46%
|
|
|
10
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$78.7M
|
+$77.7M
|
+1,691,233
|
New
|
|
|
11
|
Madison Asset Management
Madison,
Wisconsin
|
$78.3M
|
-$3.83M
|
-83,334
|
-5%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$70.8M
|
+$35.4M
|
+771,172
|
+103%
|
|
|
13
|
Gradient Investments
Arden Hills,
Minnesota
|
$66.5M
|
+$302K
|
+6,566
|
+0.5%
|
|
|
14
|
Bailard
Foster City,
California
|
$66.1M
|
+$6.28M
|
+136,634
|
+11%
|
|
|
15
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$59.2M
|
+$6.75M
|
+146,814
|
+13%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$53.5M
|
+$15.6M
|
+339,024
|
+42%
|
|
|
17
|
Corient Private Wealth
Miami,
Florida
|
$53.3M
|
+$2.07M
|
+44,954
|
+4%
|
|
|
18
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$53.2M
|
-$446K
|
-9,713
|
-0.8%
|
|
|
19
|
Foster & Motley
Cincinnati,
Ohio
|
$45.1M
|
+$8.6M
|
+187,041
|
+24%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$44.9M
|
+$9.23M
|
+200,816
|
+26%
|
|
|
21
|
Bank of New York Mellon
New York
|
$42.7M
|
-$1.84M
|
-40,040
|
-4%
|
|
|
22
|
SPC Financial Inc
Rockville,
Maryland
|
$35.4M
|
-$1.19M
|
-25,889
|
-3%
|
|
|
23
|
Divergent Planning
Bethesda,
Maryland
|
$32.6M
|
+$1.75M
|
+38,108
|
+6%
|
|
|
24
|
CGN Advisors
Manhattan,
Kansas
|
$31M
|
+$3.49M
|
+76,033
|
+13%
|
|
|
25
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$30.5M
|
+$21.9M
|
+477,537
|
+244%
|
|
