|
1
|
|
$817M
|
+$97.8M
|
+2,193,081
|
+14%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$738M
|
+$23.3M
|
+522,949
|
+3%
|
|
|
3
|
Richard Bernstein Advisors
New York
|
$433M
|
-$4.67M
|
-104,652
|
-1%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$358M
|
+$3.38M
|
+75,753
|
+1%
|
|
|
5
|
Hamilton Capital
Columbus,
Ohio
|
$158M
|
-$2.6M
|
-58,257
|
-2%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$134M
|
+$1.05M
|
+23,561
|
+0.8%
|
|
|
7
|
Congress Wealth Management
Boston,
Massachusetts
|
$115M
|
+$22.1M
|
+495,179
|
+24%
|
|
|
8
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$95.9M
|
+$28.2M
|
+631,310
|
+42%
|
|
|
9
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$93.7M
|
+$11.8M
|
+264,569
|
+15%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$93.6M
|
+$8.7M
|
+195,010
|
+10%
|
|
|
11
|
Gradient Investments
Arden Hills,
Minnesota
|
$89.9M
|
+$19.8M
|
+444,851
|
+29%
|
|
|
12
|
Madison Asset Management
Madison,
Wisconsin
|
$83.5M
|
+$5.94M
|
+133,125
|
+8%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$73.5M
|
+$61.3K
|
+1,375
|
+0.1%
|
|
|
14
|
Bailard
Foster City,
California
|
$64.8M
|
-$1.87M
|
-41,925
|
-3%
|
|
|
15
|
Corient Private Wealth
Miami,
Florida
|
$62.6M
|
-$2.55M
|
-57,077
|
-4%
|
|
|
16
|
Foster & Motley
Cincinnati,
Ohio
|
$62.5M
|
+$6.09M
|
+136,479
|
+11%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$58.2M
|
+$5.42M
|
+121,557
|
+10%
|
|
|
18
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$54.8M
|
+$40.2M
|
+900,205
|
+288%
|
|
|
19
|
Parallel Advisors
San Francisco,
California
|
$54.3M
|
+$26.6M
|
+596,248
|
+99%
|
|
|
20
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$48.7M
|
+$36.7K
|
+823
|
+0.1%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$46.4M
|
+$4.59M
|
+102,908
|
+11%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$45.4M
|
-$2.5M
|
-56,064
|
-5%
|
|
|
23
|
Bank of New York Mellon
New York
|
$42.3M
|
-$441K
|
-9,880
|
-1%
|
|
|
24
|
SPC Financial Inc
Rockville,
Maryland
|
$36.4M
|
+$1.45M
|
+32,502
|
+4%
|
|
|
25
|
Divergent Planning
Bethesda,
Maryland
|
$35.3M
|
+$1.67M
|
+37,330
|
+5%
|
|
