|
1
|
|
$701M
|
+$145M
|
+3,215,129
|
+25%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$698M
|
-$23M
|
-508,880
|
-3%
|
|
|
3
|
Richard Bernstein Advisors
New York
|
$428M
|
-$16.4M
|
-362,662
|
-4%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$347M
|
+$11.8M
|
+261,441
|
+3%
|
|
|
5
|
Hamilton Capital
Columbus,
Ohio
|
$157M
|
-$3.02M
|
-67,051
|
-2%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$130M
|
+$133M
|
+2,949,571
|
New
|
|
|
7
|
Congress Wealth Management
Boston,
Massachusetts
|
$90.9M
|
-$48.2M
|
-1,069,749
|
-34%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$82.8M
|
-$6.71M
|
-148,854
|
-7%
|
|
|
9
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$79.9M
|
+$5.26M
|
+116,672
|
+7%
|
|
|
10
|
Madison Asset Management
Madison,
Wisconsin
|
$75.8M
|
+$1.7M
|
+37,603
|
+2%
|
|
|
11
|
Madison Investment Advisors
Madison,
Wisconsin
|
$75.8M
|
+$77.4M
|
+1,715,313
|
New
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$71.8M
|
-$5.56M
|
-123,271
|
-7%
|
|
|
13
|
Gradient Investments
Arden Hills,
Minnesota
|
$68.3M
|
+$5.36M
|
+118,932
|
+8%
|
|
|
14
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$65.8M
|
+$9.97M
|
+220,973
|
+17%
|
|
|
15
|
Bailard
Foster City,
California
|
$65.2M
|
+$2.57M
|
+57,050
|
+4%
|
|
|
16
|
Corient Private Wealth
Miami,
Florida
|
$62.9M
|
+$13.5M
|
+300,225
|
+26%
|
|
|
17
|
Foster & Motley
Cincinnati,
Ohio
|
$55M
|
+$12.6M
|
+279,031
|
+29%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$51.5M
|
-$15.8M
|
-350,466
|
-23%
|
|
|
19
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$47.6M
|
-$2.89M
|
-64,163
|
-6%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$46.9M
|
-$3.87M
|
-85,738
|
-7%
|
|
|
21
|
Bank of New York Mellon
New York
|
$41.8M
|
+$1.33M
|
+29,414
|
+3%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$40.8M
|
-$1.71M
|
-37,875
|
-4%
|
|
|
23
|
SPC Financial Inc
Rockville,
Maryland
|
$34.1M
|
+$630K
|
+13,974
|
+2%
|
|
|
24
|
CGN Advisors
Manhattan,
Kansas
|
$32.4M
|
+$3.12M
|
+69,210
|
+10%
|
|
|
25
|
Divergent Planning
Bethesda,
Maryland
|
$32.3M
|
+$1.38M
|
+30,666
|
+4%
|
|
