|
1
|
Bank of America
Charlotte,
North Carolina
|
$850M
|
-$217M
|
-2,163,111
|
-20%
|
|
|
2
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$278M
|
+$25.1M
|
+251,066
|
+10%
|
|
|
3
|
3EDGE Asset Management
Naples,
Florida
|
$189M
|
+$189M
|
+1,888,766
|
New
|
|
|
4
|
Choate Investment Advisors
Boston,
Massachusetts
|
$186M
|
+$48.7M
|
+486,607
|
+35%
|
|
|
5
|
SVB Wealth
Boston,
Massachusetts
|
$185M
|
-$246M
|
-2,460,311
|
-57%
|
|
|
6
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$175M
|
-$5.89M
|
-58,865
|
-3%
|
|
|
7
|
|
$155M
|
+$87.6M
|
+875,473
|
+130%
|
|
|
8
|
Merriman Wealth Management
Seattle,
Washington
|
$147M
|
+$147M
|
+1,470,473
|
New
|
|
|
9
|
Advisors Preferred
Rockville,
Maryland
|
$107M
|
+$10.9M
|
+109,230
|
New
|
|
|
10
|
Aveo Capital Partners
Englewood,
Colorado
|
$99.7M
|
+$44.3M
|
+442,290
|
+80%
|
|
|
11
|
|
$89.3M
|
+$78.4M
|
+783,170
|
+729%
|
|
|
12
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$57.2M
|
+$167K
|
+1,664
|
+0.3%
|
|
|
13
|
Empowered Funds
Havertown,
Pennsylvania
|
$51.4M
|
+$26.9M
|
+268,842
|
+110%
|
|
|
14
|
GM Advisory Group
Melville,
New York
|
$50.4M
|
+$50.3M
|
+502,834
|
New
|
|
|
15
|
Credit Suisse
Zurich,
Switzerland
|
$43.3M
|
+$43.2M
|
+431,400
|
New
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$42.4M
|
+$11.6M
|
+115,448
|
+38%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$41.1M
|
+$27.3M
|
+272,585
|
+198%
|
|
|
18
|
Trek Financial
Scottsdale,
Arizona
|
$40.1M
|
+$40.1M
|
+400,420
|
New
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$39.5M
|
-$965K
|
-9,639
|
-2%
|
|
|
20
|
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
|
$39.2M
|
+$18.7M
|
+186,883
|
+91%
|
|
|
21
|
Blue Trust Inc
Alpharetta,
Georgia
|
$35.7M
|
-$673K
|
-6,722
|
-2%
|
|
|
22
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$35.1M
|
+$34.8M
|
+347,271
|
+14,885%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$33.6M
|
+$15.5M
|
+155,270
|
+86%
|
|
|
24
|
TownSquare Capital
Provo,
Utah
|
$31.4M
|
+$31.3M
|
+312,963
|
New
|
|
|
25
|
Crane Advisory
Fullerton,
California
|
$30.5M
|
+$30.5M
|
+304,561
|
New
|
|
