|
1
|
Bank of America
Charlotte,
North Carolina
|
$101M
|
+$8.75M
|
+358,090
|
+9%
|
|
|
2
|
Davis Investment Partners
Charlotte,
North Carolina
|
$53.2M
|
+$47.4M
|
+1,940,450
|
New
|
|
|
3
|
PGIM Custom Harvest
Newark,
New Jersey
|
$43.6M
|
+$43.8M
|
+1,792,740
|
New
|
|
|
4
|
|
$36.7M
|
+$7.92M
|
+324,220
|
+27%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$36.6M
|
+$3.84M
|
+156,920
|
+12%
|
|
|
6
|
Bouchey Financial Group
Troy,
New York
|
$29M
|
-$8.55M
|
-349,780
|
-23%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$27.4M
|
-$7.24M
|
-296,150
|
-21%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$26.6M
|
+$5.94M
|
+242,950
|
+29%
|
|
|
9
|
|
$24.7M
|
+$10.7M
|
+436,500
|
+75%
|
|
|
10
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$20.1M
|
-$219K
|
-8,940
|
-1%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$19.2M
|
+$1.98M
|
+80,940
|
+11%
|
|
|
12
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$19.2M
|
+$19.3M
|
+791,320
|
New
|
|
|
13
|
Arete Wealth Advisors
Chicago,
Illinois
|
$19.2M
|
+$53.1M
|
+2,170,660
|
New
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17.5M
|
+$1.88M
|
+76,940
|
+12%
|
|
|
15
|
|
$15.8M
|
+$1.43M
|
+58,630
|
+10%
|
|
|
16
|
Richard Bernstein Advisors
New York
|
$14.7M
|
+$201K
|
+8,220
|
+1%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.4M
|
+$566K
|
+23,160
|
+4%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$13.7M
|
+$2.01M
|
+82,360
|
+17%
|
|
|
19
|
Baker Avenue Asset Management
San Francisco,
California
|
$12.3M
|
+$4.82M
|
+197,180
|
+64%
|
|
|
20
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$12.1M
|
+$12.2M
|
+500,000
|
New
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$12M
|
+$4.46M
|
+182,440
|
+59%
|
|
|
22
|
Freedom Investment Management
Hartford,
Connecticut
|
$11.6M
|
+$84.8K
|
+3,470
|
+0.7%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$11.1M
|
-$140K
|
-5,730
|
-1%
|
|
|
24
|
Destination Wealth Management
Walnut Creek,
California
|
$10.8M
|
-$5.13K
|
-210
|
-0%
|
|
|
25
|
Snider Financial Group
Bellevue,
Washington
|
$8.58M
|
-$154K
|
-6,280
|
-2%
|
|
