|
1
|
Bank of America
Charlotte,
North Carolina
|
$456M
|
+$472K
|
+13,565
|
+0.1%
|
|
|
2
|
Richard Bernstein Advisors
New York
|
$190M
|
-$7.63M
|
-219,441
|
-4%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$173M
|
-$14M
|
-403,612
|
-8%
|
|
|
4
|
|
$96.3M
|
-$4.08M
|
-117,294
|
-4%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$78.1M
|
+$72.4K
|
+2,083
|
+0.1%
|
|
|
6
|
Davis Investment Partners
Charlotte,
North Carolina
|
$61.6M
|
-$3.11M
|
-89,347
|
-5%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$58.2M
|
+$5.4M
|
+155,179
|
+11%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$55.4M
|
-$13.5M
|
-389,142
|
-20%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$47.9M
|
-$286K
|
-8,226
|
-0.6%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$47.3M
|
+$6.06M
|
+174,391
|
+16%
|
|
|
11
|
Bouchey Financial Group
Troy,
New York
|
$46.7M
|
+$185K
|
+5,319
|
+0.4%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$46.3M
|
+$659K
|
+18,953
|
+2%
|
|
|
13
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$35.9M
|
–
|
–
|
–
|
|
|
14
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$35.7M
|
+$1.85M
|
+53,273
|
+6%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$33M
|
-$5.26M
|
-151,414
|
-14%
|
|
|
16
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$31.7M
|
+$348K
|
+10,004
|
+1%
|
|
|
17
|
PGIM Custom Harvest
Newark,
New Jersey
|
$29.3M
|
-$10.3M
|
-295,402
|
-27%
|
|
|
18
|
Baker Avenue Asset Management
San Francisco,
California
|
$21M
|
+$1.6M
|
+46,144
|
+9%
|
|
|
19
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$20.7M
|
+$686K
|
+19,730
|
+4%
|
|
|
20
|
EP Wealth Advisors
Torrance,
California
|
$18.3M
|
+$905K
|
+26,024
|
+6%
|
|
|
21
|
|
$18.3M
|
-$2.83M
|
-81,520
|
-14%
|
|
|
22
|
Graypoint LLC
Albany,
New York
|
$17.1M
|
+$1.37M
|
+39,398
|
+9%
|
|
|
23
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$15.5M
|
-$60.5K
|
-1,740
|
-0.4%
|
|
|
24
|
Activest Wealth Management
Aventure,
Florida
|
$15M
|
+$137K
|
+3,946
|
+1%
|
|
|
25
|
|
$14.7M
|
+$1.19M
|
+34,251
|
+9%
|
|
