|
1
|
|
$910M
|
+$95M
|
+2,135,075
|
+12%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$821M
|
+$84.3M
|
+1,893,960
|
+12%
|
|
|
3
|
Richard Bernstein Advisors
New York
|
$463M
|
+$31.2M
|
+700,883
|
+7%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$363M
|
+$5.75M
|
+129,294
|
+2%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$138M
|
+$4.17M
|
+93,774
|
+3%
|
|
|
6
|
Congress Wealth Management
Boston,
Massachusetts
|
$119M
|
+$3.51M
|
+78,921
|
+3%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$113M
|
+$19.6M
|
+440,033
|
+21%
|
|
|
8
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$111M
|
+$17.6M
|
+395,974
|
+19%
|
|
|
9
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$111M
|
+$15.3M
|
+342,820
|
+16%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$90M
|
+$16.5M
|
+371,727
|
+23%
|
|
|
11
|
Gradient Investments
Arden Hills,
Minnesota
|
$89.6M
|
-$70.1K
|
-1,575
|
-0.1%
|
|
|
12
|
Hamilton Capital
Columbus,
Ohio
|
$88.7M
|
-$67.8M
|
-1,522,891
|
-44%
|
|
|
13
|
Madison Asset Management
Madison,
Wisconsin
|
$77.8M
|
-$5.43M
|
-121,891
|
-7%
|
|
|
14
|
Foster & Motley
Cincinnati,
Ohio
|
$67.7M
|
+$5.37M
|
+120,724
|
+9%
|
|
|
15
|
Corient Private Wealth
Miami,
Florida
|
$66.1M
|
+$3.63M
|
+81,620
|
+6%
|
|
|
16
|
Bailard
Foster City,
California
|
$63.9M
|
-$629K
|
-14,127
|
-1%
|
|
|
17
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$63.4M
|
+$8.73M
|
+196,025
|
+16%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$62.8M
|
+$4.72M
|
+106,109
|
+8%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$58.2M
|
+$12.7M
|
+286,116
|
+28%
|
|
|
20
|
Parallel Advisors
San Francisco,
California
|
$58.1M
|
+$3.94M
|
+88,517
|
+7%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$55M
|
+$8.63M
|
+193,936
|
+19%
|
|
|
22
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$48.9M
|
+$281K
|
+6,306
|
+0.6%
|
|
|
23
|
Bank of New York Mellon
New York
|
$43.9M
|
+$1.72M
|
+38,642
|
+4%
|
|
|
24
|
Modern Wealth Management
Lenexa,
Kansas
|
$38.4M
|
+$21.6M
|
+484,405
|
+131%
|
|
|
25
|
SPC Financial Inc
Rockville,
Maryland
|
$36.5M
|
+$252K
|
+5,663
|
+0.7%
|
|
