|
1
|
Bank of America
Charlotte,
North Carolina
|
$437M
|
-$14.5M
|
-430,272
|
-3%
|
|
|
2
|
Richard Bernstein Advisors
New York
|
$190M
|
-$7.23M
|
-214,591
|
-4%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$181M
|
-$10M
|
-296,606
|
-5%
|
|
|
4
|
|
$96.5M
|
+$22.3M
|
+660,170
|
+32%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$74.9M
|
+$6.2M
|
+183,958
|
+9%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$66.9M
|
+$737K
|
+21,850
|
+1%
|
|
|
7
|
Davis Investment Partners
Charlotte,
North Carolina
|
$59M
|
-$1.38M
|
-41,046
|
-2%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$50.4M
|
+$6.93M
|
+205,557
|
+17%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$46.3M
|
+$111K
|
+3,292
|
+0.3%
|
|
|
10
|
Bouchey Financial Group
Troy,
New York
|
$44.6M
|
+$556K
|
+16,489
|
+1%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$43.8M
|
-$3.41M
|
-101,279
|
-8%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$39.3M
|
-$395K
|
-11,708
|
-1%
|
|
|
13
|
PGIM Custom Harvest
Newark,
New Jersey
|
$38.5M
|
-$9.63M
|
-285,666
|
-21%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$37M
|
-$12.2M
|
-361,552
|
-26%
|
|
|
15
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$34.5M
|
–
|
–
|
–
|
|
|
16
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$32.4M
|
+$376K
|
+11,164
|
+1%
|
|
|
17
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$30M
|
+$118K
|
+3,499
|
+0.4%
|
|
|
18
|
|
$20.4M
|
-$1.55M
|
-46,120
|
-7%
|
|
|
19
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$19M
|
+$18.4M
|
+545,374
|
New
|
|
|
20
|
Baker Avenue Asset Management
San Francisco,
California
|
$18.5M
|
+$32K
|
+949
|
+0.2%
|
|
|
21
|
Phoenix Financial
Givatayim,
Israel
|
$17.3M
|
+$4.44M
|
+131,635
|
+37%
|
|
|
22
|
EP Wealth Advisors
Torrance,
California
|
$16.6M
|
+$14.3M
|
+423,620
|
+868%
|
|
|
23
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$15.9M
|
+$253K
|
+7,499
|
+2%
|
|
|
24
|
Graypoint LLC
Albany,
New York
|
$15.1M
|
+$14.4M
|
+427,746
|
New
|
|
|
25
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$14.9M
|
+$453K
|
+13,433
|
+3%
|
|
