|
1
|
Treasurer of the State of North Carolina
Raleigh,
North Carolina
|
$167M
|
+$172M
|
+9,351,150
|
New
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$109M
|
+$13.9M
|
+757,766
|
+14%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$60.7M
|
+$3.4M
|
+185,096
|
+6%
|
|
|
4
|
|
$59.1M
|
+$807K
|
+43,915
|
+1%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$33.5M
|
-$782K
|
-42,550
|
-2%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$33.2M
|
+$837K
|
+45,580
|
+3%
|
|
|
7
|
MML Investors Services
Springfield,
Massachusetts
|
$30M
|
+$9.78M
|
+532,074
|
+46%
|
|
|
8
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$27.3M
|
-$1.05M
|
-57,300
|
-4%
|
|
|
9
|
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
|
$27.2M
|
–
|
–
|
–
|
|
|
10
|
Parkway Wealth Management
Plano,
Texas
|
$14.6M
|
+$15.1M
|
+819,373
|
New
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.9M
|
+$1.19M
|
+65,009
|
+10%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$12.6M
|
+$2.76M
|
+150,292
|
+27%
|
|
|
13
|
Good Steward Wealth Advisors
Clarksville,
Tennessee
|
$10.6M
|
-$70.6K
|
-3,843
|
-0.6%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10M
|
+$1.45M
|
+79,049
|
+16%
|
|
|
15
|
Wealth Intelligence
Columbus,
Georgia
|
$9.75M
|
+$50.5K
|
+2,750
|
+0.5%
|
|
|
16
|
Dougherty & Associates
Spring Hill,
Florida
|
$9.09M
|
-$56.1K
|
-3,052
|
-0.6%
|
|
|
17
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$8.56M
|
+$5.51M
|
+299,704
|
+167%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.55M
|
+$44.9K
|
+2,441
|
+0.5%
|
|
|
19
|
Inspire Advisors
Meridian,
Idaho
|
$8.12M
|
+$7.27M
|
+395,679
|
+666%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.11M
|
+$566K
|
+30,780
|
+8%
|
|
|
21
|
Level Four Advisory Services
Dallas,
Texas
|
$6.84M
|
+$332K
|
+18,066
|
+5%
|
|
|
22
|
Concurrent Investment Advisors
Tampa,
Florida
|
$6.15M
|
+$67.8K
|
+3,690
|
+1%
|
|
|
23
|
Quadrature Capital
London,
United Kingdom
|
$5.96M
|
+$5.93M
|
+322,783
|
+2,911%
|
|
|
24
|
Larch Capital Partners
Miami,
Florida
|
$5.89M
|
+$2.82M
|
+153,516
|
+87%
|
|
|
25
|
Investors Research Corp
Atlanta,
Georgia
|
$5.59M
|
+$353K
|
+19,225
|
+7%
|
|
