|
1
|
Bank of America
Charlotte,
North Carolina
|
$260M
|
-$84.3M
|
-920,207
|
-24%
|
|
|
2
|
Richard Bernstein Advisors
New York
|
$131M
|
-$60.2M
|
-656,780
|
-31%
|
|
|
3
|
Destination Wealth Management
Walnut Creek,
California
|
$66.7M
|
-$7.21M
|
-78,741
|
-10%
|
|
|
4
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$43.5M
|
+$1.71M
|
+18,695
|
+4%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$34.8M
|
-$24.8M
|
-271,035
|
-41%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$33.6M
|
+$129K
|
+1,409
|
+0.4%
|
|
|
7
|
SimpliFi Inc
San Diego,
California
|
$30.9M
|
+$107K
|
+1,166
|
+0.3%
|
|
|
8
|
F3Logic
Burnsville,
Minnesota
|
$27.3M
|
+$21.9M
|
+239,459
|
+377%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$25.2M
|
+$23.9M
|
+260,466
|
+1,363%
|
|
|
10
|
Capital Advantage
Walnut Creek,
California
|
$23.8M
|
-$210K
|
-2,291
|
-0.9%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$21.6M
|
+$256K
|
+2,793
|
+1%
|
|
|
12
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$18.5M
|
-$3.57K
|
-39
|
-0%
|
|
|
13
|
Astor Investment Management
Chicago,
Illinois
|
$15.5M
|
+$15.7M
|
+171,422
|
New
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.7M
|
-$2.43M
|
-26,536
|
-15%
|
|
|
15
|
Atria Investments
Charlotte,
North Carolina
|
$13.4M
|
+$9.31M
|
+101,568
|
+219%
|
|
|
16
|
HMS Capital Management
Nashville,
Tennessee
|
$13.1M
|
+$6.92M
|
+75,583
|
+109%
|
|
|
17
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$12.6M
|
+$440K
|
+4,806
|
+4%
|
|
|
18
|
Mercer Global Advisors
Denver,
Colorado
|
$12.3M
|
-$352K
|
-3,842
|
-3%
|
|
|
19
|
WealthShield Partners
Cary,
North Carolina
|
$10.2M
|
-$9.27M
|
-101,141
|
-47%
|
|
|
20
|
AE Wealth Management
Topeka,
Kansas
|
$9.8M
|
+$9.95M
|
+108,558
|
New
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$9.06M
|
-$6.69M
|
-73,000
|
-42%
|
|
|
22
|
Leo Brokerage
Hurst,
Texas
|
$7.53M
|
+$3.25M
|
+35,475
|
+74%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.22M
|
+$1.94M
|
+21,207
|
+44%
|
|
|
24
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$5.67M
|
-$902K
|
-9,841
|
-14%
|
|
|
25
|
Southern Capital Advisors
Jackson,
Tennessee
|
$4.57M
|
+$135K
|
+1,477
|
+3%
|
|
