|
1
|
Bank of America
Charlotte,
North Carolina
|
$170M
|
+$6.21M
|
+250,372
|
+4%
|
|
|
2
|
SEI Investments
Oaks,
Pennsylvania
|
$165M
|
+$10.8M
|
+436,684
|
+7%
|
|
|
3
|
IndexIQ Advisors
New York
|
$74.6M
|
-$28.2M
|
-1,136,738
|
-27%
|
|
|
4
|
Stifel Financial
St. Louis,
Missouri
|
$63.9M
|
+$64M
|
+2,577,090
|
New
|
|
|
5
|
Hilton Capital Management
Garden City,
New York
|
$43.3M
|
-$25.8M
|
-1,039,406
|
Closed
|
|
|
6
|
Financial Engines Advisors
Santa Clara,
California
|
$43.2M
|
+$17M
|
+686,614
|
+65%
|
|
|
7
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$32.1M
|
+$27.6M
|
+1,110,312
|
+604%
|
|
|
8
|
United Capital Financial Advisors
Irving,
Texas
|
$28.9M
|
+$3.27M
|
+131,556
|
+13%
|
|
|
9
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
$28.7M
|
-$1.08M
|
-43,708
|
-4%
|
|
|
10
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$21.9M
|
+$1.57M
|
+63,366
|
+8%
|
|
|
11
|
First Allied Advisory Services
San Diego,
California
|
$20.3M
|
+$6.18M
|
+249,082
|
+44%
|
|
|
12
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$19.9M
|
+$9.63M
|
+388,028
|
+93%
|
|
|
13
|
Leavell Investment Management
Mobile,
Alabama
|
$18.6M
|
+$923K
|
+37,168
|
+5%
|
|
|
14
|
Freedom Investment Management
Hartford,
Connecticut
|
$18.6M
|
-$125K
|
-5,034
|
-0.7%
|
|
|
15
|
Columbus Macro
New Castle,
Pennsylvania
|
$18.1M
|
+$5.46M
|
+219,872
|
+43%
|
|
|
16
|
Charles Schwab
San Francisco,
California
|
$18.1M
|
+$2.23M
|
+89,726
|
+14%
|
|
|
17
|
|
$17.2M
|
+$270K
|
+10,886
|
+2%
|
|
|
18
|
Corrigan Financial
Middletown,
Rhode Island
|
$17.1M
|
-$265K
|
-10,672
|
-2%
|
|
|
19
|
Bangor Savings Bank
Bangor,
Maine
|
$16.9M
|
+$4.24M
|
+170,834
|
+33%
|
|
|
20
|
Stearns Financial Services Group
Greensboro,
North Carolina
|
$16.5M
|
+$6.53M
|
+263,026
|
+65%
|
|
|
21
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$15.5M
|
+$785K
|
+31,638
|
+5%
|
|
|
22
|
Allen Capital Group
Grand Island,
Nebraska
|
$14.8M
|
+$1.66M
|
+67,042
|
+13%
|
|
|
23
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$13.5M
|
-$662K
|
-26,664
|
-5%
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$13M
|
+$3.33M
|
+134,132
|
+34%
|
|
|
25
|
L.J. Altfest & Co
New York
|
$12.5M
|
+$12.5M
|
+504,604
|
New
|
|
