|
1
|
Bank of America
Charlotte,
North Carolina
|
$384M
|
+$35.2M
|
+1,206,494
|
+10%
|
|
|
2
|
Richard Bernstein Advisors
New York
|
$171M
|
+$25.9M
|
+885,421
|
+17%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$108M
|
+$45.6M
|
+1,561,164
|
+39%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$53.6M
|
+$2.81M
|
+96,162
|
+5%
|
|
|
5
|
Davis Investment Partners
Charlotte,
North Carolina
|
$52.2M
|
-$942K
|
-32,249
|
-2%
|
|
|
6
|
|
$51.7M
|
+$5.33M
|
+182,610
|
+11%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$51.5M
|
+$1.16M
|
+39,890
|
+2%
|
|
|
8
|
PGIM Custom Harvest
Newark,
New Jersey
|
$43.2M
|
-$1.15M
|
-39,528
|
-3%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$42.5M
|
+$18.3M
|
+627,008
|
+71%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$37.1M
|
+$1.46M
|
+49,915
|
+4%
|
|
|
11
|
Bouchey Financial Group
Troy,
New York
|
$34.1M
|
+$905K
|
+30,987
|
+3%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$33.8M
|
+$2.94M
|
+100,730
|
+9%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$28.6M
|
+$6.45M
|
+220,995
|
+28%
|
|
|
14
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$27.6M
|
–
|
–
|
–
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$26.3M
|
+$2.62M
|
+89,790
|
+11%
|
|
|
16
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$25.7M
|
+$451K
|
+15,457
|
+2%
|
|
|
17
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$24.8M
|
+$263K
|
+9,007
|
+1%
|
|
|
18
|
Baker Avenue Asset Management
San Francisco,
California
|
$14.3M
|
+$170K
|
+5,825
|
+1%
|
|
|
19
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$12.9M
|
+$239K
|
+8,181
|
+2%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$11.7M
|
-$174K
|
-5,966
|
-1%
|
|
|
21
|
Activest Wealth Management
Aventure,
Florida
|
$10.4M
|
+$10.7M
|
+367,772
|
New
|
|
|
22
|
|
$10.2M
|
-$22.2M
|
-758,643
|
-68%
|
|
|
23
|
Phoenix Financial
Givatayim,
Israel
|
$9.7M
|
-$2.67M
|
-91,479
|
-21%
|
|
|
24
|
|
$9.32M
|
+$717K
|
+24,561
|
+8%
|
|
|
25
|
Destination Wealth Management
Walnut Creek,
California
|
$8.8M
|
-$1.36M
|
-46,576
|
-13%
|
|
