|
1
|
Bank of America
Charlotte,
North Carolina
|
$131M
|
+$13.4M
|
+195,260
|
+12%
|
|
|
2
|
Richard Bernstein Advisors
New York
|
$63M
|
+$6.02M
|
+87,596
|
+11%
|
|
|
3
|
|
$28M
|
+$23.4M
|
+340,732
|
+566%
|
|
|
4
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$8.45M
|
-$251K
|
-3,656
|
-3%
|
|
|
5
|
|
$8.2M
|
+$8.07M
|
+117,316
|
New
|
|
|
6
|
Barings
Charlotte,
North Carolina
|
$7.14M
|
+$7.03M
|
+102,243
|
New
|
|
|
7
|
Cambria Investment Management
Manhattan Beach,
California
|
$6.53M
|
+$6.43M
|
+93,486
|
New
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.76M
|
+$874K
|
+12,714
|
+18%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.61M
|
+$5.52M
|
+80,338
|
New
|
|
|
10
|
|
$5.46M
|
+$5.38M
|
+78,193
|
New
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.04M
|
+$3.98M
|
+57,854
|
New
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$2.4M
|
+$735K
|
+10,695
|
+45%
|
|
|
13
|
SVB Wealth
Boston,
Massachusetts
|
$2.26M
|
+$102K
|
+1,488
|
+5%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.13M
|
+$340K
|
+4,950
|
+19%
|
|
|
15
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.53M
|
+$1.51M
|
+21,936
|
New
|
|
|
16
|
LPL Financial
San Diego,
California
|
$1.53M
|
+$191K
|
+2,777
|
+15%
|
|
|
17
|
Maryland Capital Management
Towson,
Maryland
|
$1.45M
|
+$1.43M
|
+20,772
|
New
|
|
|
18
|
First Allied Advisory Services
San Diego,
California
|
$1.19M
|
+$1.17M
|
+17,045
|
New
|
|
|
19
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.04M
|
-$14.4K
|
-210
|
-1%
|
|
|
20
|
Mutual Advisors
Omaha,
Nebraska
|
$917K
|
-$105K
|
-1,526
|
-10%
|
|
|
21
|
Beam Wealth Advisors
Covington,
Louisiana
|
$807K
|
+$5.64K
|
+82
|
+0.7%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$758K
|
+$61.3K
|
+892
|
+9%
|
|
|
23
|
Financial Advocates Investment Management
Olympia,
Washington
|
$674K
|
-$1.06M
|
-15,382
|
-61%
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$597K
|
+$523K
|
+7,612
|
+812%
|
|
|
25
|
Fisher Asset Management
Camas,
Washington
|
$516K
|
+$508K
|
+7,381
|
New
|
|
