|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$99M
|
+$2.31M
|
+46,350
|
+2%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$90.6M
|
+$12.9M
|
+258,397
|
+17%
|
|
|
3
|
MML Investors Services
Springfield,
Massachusetts
|
$75.6M
|
+$3.95M
|
+79,232
|
+6%
|
|
|
4
|
Evergreen Capital Management
Bellevue,
Washington
|
$53.8M
|
+$729K
|
+14,635
|
+1%
|
|
|
5
|
Hilton Capital Management
Garden City,
New York
|
$44.9M
|
-$12.7M
|
-255,081
|
-22%
|
|
|
6
|
Watchman Group
Plano,
Texas
|
$37.2M
|
+$1.83M
|
+36,746
|
+5%
|
|
|
7
|
Knightsbridge Asset Management
Newport Beach,
California
|
$27.6M
|
-$998K
|
-20,046
|
-4%
|
|
|
8
|
Aprio Wealth Management
Atlanta,
Georgia
|
$19.3M
|
+$4.46M
|
+89,638
|
+30%
|
|
|
9
|
Tortoise Investment Management
White Plains,
New York
|
$17.2M
|
+$546K
|
+10,961
|
+3%
|
|
|
10
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$16.6M
|
+$2.94M
|
+59,075
|
+22%
|
|
|
11
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$14.9M
|
+$951K
|
+19,101
|
+7%
|
|
|
12
|
Morling Financial Advisors
Fremont,
California
|
$14.8M
|
-$268K
|
-5,377
|
-2%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$14.7M
|
+$9.74M
|
+195,541
|
+201%
|
|
|
14
|
Peak Financial Advisors
Denver,
Colorado
|
$14.1M
|
-$4.35M
|
-87,276
|
-24%
|
|
|
15
|
Convergence Financial
Columbia,
Missouri
|
$13.8M
|
+$1.13M
|
+22,761
|
+9%
|
|
|
16
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$13.7M
|
+$2.8M
|
+56,238
|
+26%
|
|
|
17
|
Horizon Investments
Charlotte,
North Carolina
|
$13.7M
|
+$9M
|
+180,819
|
+193%
|
|
|
18
|
Bank of New York Mellon
New York
|
$13.3M
|
+$13.2M
|
+265,089
|
New
|
|
|
19
|
Proficio Capital Partners
Newton,
Massachusetts
|
$13.2M
|
+$131K
|
+2,630
|
+1%
|
|
|
20
|
Edge Wealth Management
New York
|
$13.2M
|
+$1.8M
|
+36,057
|
+16%
|
|
|
21
|
Hutchinson Capital Management
San Rafael,
California
|
$12.8M
|
+$2.95M
|
+59,177
|
+30%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.6M
|
+$849K
|
+17,052
|
+7%
|
|
|
23
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$12.4M
|
-$1.57M
|
-31,589
|
-11%
|
|
|
24
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$11.5M
|
+$330K
|
+6,620
|
+3%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.9M
|
+$3.21M
|
+64,529
|
+42%
|
|
