|
1
|
Bank of America
Charlotte,
North Carolina
|
$131M
|
+$15.3M
|
+579,730
|
+14%
|
|
|
2
|
Davis Investment Partners
Charlotte,
North Carolina
|
$52.6M
|
-$152K
|
-5,760
|
-0.3%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$49.2M
|
+$7.31M
|
+277,100
|
+18%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$45M
|
+$14.1M
|
+534,820
|
+49%
|
|
|
5
|
PGIM Custom Harvest
Newark,
New Jersey
|
$43.6M
|
-$5.59M
|
-212,160
|
-12%
|
|
|
6
|
|
$40.1M
|
-$1.58M
|
-60,050
|
-4%
|
|
|
7
|
Bouchey Financial Group
Troy,
New York
|
$32.5M
|
-$454K
|
-17,220
|
-1%
|
|
|
8
|
|
$31.3M
|
+$3.05M
|
+115,630
|
+11%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$26.3M
|
-$4.66M
|
-176,640
|
-16%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$24.4M
|
+$2.42M
|
+91,820
|
+12%
|
|
|
11
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$23M
|
+$162K
|
+6,150
|
+0.7%
|
|
|
12
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$22.8M
|
+$935K
|
+35,460
|
+4%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$20M
|
+$3.49M
|
+132,190
|
+22%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19.2M
|
-$573K
|
-21,740
|
-3%
|
|
|
15
|
Arete Wealth Advisors
Chicago,
Illinois
|
$18.2M
|
-$4.39M
|
-166,450
|
-8%
|
|
|
16
|
Richard Bernstein Advisors
New York
|
$17.5M
|
+$776K
|
+29,440
|
+5%
|
|
|
17
|
|
$15.7M
|
-$2.23M
|
-84,570
|
-13%
|
|
|
18
|
Baker Avenue Asset Management
San Francisco,
California
|
$14M
|
+$67.2K
|
+2,550
|
+0.5%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$14M
|
+$386K
|
+14,650
|
+3%
|
|
|
20
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$13.8M
|
–
|
–
|
–
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$13.8M
|
-$1.75M
|
-66,470
|
-12%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$13.4M
|
+$773K
|
+29,300
|
+6%
|
|
|
23
|
Destination Wealth Management
Walnut Creek,
California
|
$12.3M
|
-$5.27K
|
-200
|
-0%
|
|
|
24
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$10.1M
|
+$2.91M
|
+110,310
|
+43%
|
|
|
25
|
Cavalier Investments
Alpharetta,
Georgia
|
$9.24M
|
+$511K
|
+19,390
|
+6%
|
|
