|
1
|
Metis Global Partners
San Diego,
California
|
$251M
|
+$47.4M
|
+1,434,787
|
+27%
|
|
|
2
|
|
$152M
|
-$12.5M
|
-378,479
|
-8%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$138M
|
+$3.18M
|
+96,381
|
+3%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$109M
|
+$1.52M
|
+46,144
|
+2%
|
|
|
5
|
|
$80.8M
|
+$586K
|
+17,766
|
+0.8%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$68.7M
|
+$503K
|
+15,245
|
+0.8%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$64.7M
|
+$12.4M
|
+377,074
|
+27%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$62.3M
|
+$3.61M
|
+109,398
|
+7%
|
|
|
9
|
Guardian Point Capital
Charlottesville,
Virginia
|
$44.2M
|
–
|
–
|
–
|
|
|
10
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$38.7M
|
+$8.51M
|
+257,924
|
+32%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$38.6M
|
+$2M
|
+60,661
|
+6%
|
|
|
12
|
Pure Portfolios Holdings
Lake Oswego,
Oregon
|
$37.4M
|
+$126K
|
+3,820
|
+0.4%
|
|
|
13
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$35.8M
|
+$638K
|
+19,334
|
+2%
|
|
|
14
|
Waverton Investment Management
London,
United Kingdom
|
$23.8M
|
+$682K
|
+20,670
|
+3%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$22.9M
|
+$2.22M
|
+67,124
|
+12%
|
|
|
16
|
Towneley Capital Management
Laguna Hills,
California
|
$22.4M
|
-$754K
|
-22,835
|
-4%
|
|
|
17
|
Allen Capital Group
Grand Island,
Nebraska
|
$21.6M
|
+$321K
|
+9,732
|
+2%
|
|
|
18
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$21.6M
|
+$2.05M
|
+62,000
|
+12%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$20.8M
|
+$5.19M
|
+157,388
|
+38%
|
|
|
20
|
MAI Capital Management
Independence,
Ohio
|
$20.3M
|
+$16.9M
|
+511,522
|
+1,277%
|
|
|
21
|
Kestra Advisory Services
Austin,
Texas
|
$18.8M
|
-$2.94M
|
-88,968
|
-15%
|
|
|
22
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$18.7M
|
-$182K
|
-5,518
|
-1%
|
|
|
23
|
BFSG LLC
Irvine,
California
|
$18.5M
|
-$122K
|
-3,695
|
-0.7%
|
|
|
24
|
Raymond James Financial
St Petersburg,
Florida
|
$18.5M
|
+$1.04M
|
+31,409
|
+7%
|
|
|
25
|
Global View Capital Management
Waukesha,
Wisconsin
|
$18.1M
|
+$14.2M
|
+431,489
|
+705%
|
|
