|
1
|
Bank of America
Charlotte,
North Carolina
|
$419M
|
-$23.9M
|
-814,045
|
-6%
|
|
|
2
|
Richard Bernstein Advisors
New York
|
$184M
|
-$13.1M
|
-447,469
|
-7%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$177M
|
-$3.34M
|
-113,569
|
-2%
|
|
|
4
|
|
$68M
|
+$7.18M
|
+244,264
|
+13%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$63.5M
|
+$1.16M
|
+39,572
|
+2%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$61.3M
|
+$1.45M
|
+49,339
|
+3%
|
|
|
7
|
Davis Investment Partners
Charlotte,
North Carolina
|
$54.6M
|
-$3.45M
|
-117,491
|
-6%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$46.1M
|
+$11.7M
|
+396,888
|
+39%
|
|
|
9
|
PGIM Custom Harvest
Newark,
New Jersey
|
$45M
|
-$4.55M
|
-154,940
|
-10%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$43.9M
|
+$4.28M
|
+145,600
|
+12%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$42.8M
|
-$164K
|
-5,593
|
-0.4%
|
|
|
12
|
Bouchey Financial Group
Troy,
New York
|
$40.8M
|
+$1.16M
|
+39,651
|
+3%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$40M
|
+$8.58M
|
+292,119
|
+31%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$36.8M
|
-$11.2M
|
-382,223
|
-25%
|
|
|
15
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$32M
|
–
|
–
|
–
|
|
|
16
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$29.7M
|
+$873K
|
+29,712
|
+3%
|
|
|
17
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$27.7M
|
-$1.84M
|
-62,510
|
-7%
|
|
|
18
|
|
$20.4M
|
+$7.73M
|
+263,238
|
+73%
|
|
|
19
|
Baker Avenue Asset Management
San Francisco,
California
|
$17.2M
|
+$533K
|
+18,135
|
+4%
|
|
|
20
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$14.5M
|
-$382K
|
-13,020
|
-3%
|
|
|
21
|
|
$13.6M
|
+$7.54M
|
+256,649
|
+159%
|
|
|
22
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$13.4M
|
+$12.1M
|
+411,303
|
New
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$12.5M
|
-$989K
|
-33,653
|
-8%
|
|
|
24
|
Activest Wealth Management
Aventure,
Florida
|
$12.2M
|
+$221K
|
+7,507
|
+2%
|
|
|
25
|
Phoenix Financial
Givatayim,
Israel
|
$11.7M
|
+$442K
|
+15,060
|
+4%
|
|
