|
1
|
|
$443M
|
+$50.6M
|
+503,805
|
+13%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$379M
|
-$13M
|
-129,504
|
-3%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$291M
|
+$48.4M
|
+481,976
|
+20%
|
|
|
4
|
|
$190M
|
+$64.7M
|
+643,446
|
+52%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$176M
|
-$4.12M
|
-40,991
|
-2%
|
|
|
6
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$169M
|
+$77.2M
|
+768,115
|
+85%
|
|
|
7
|
NorthRock Partners
Minneapolis,
Minnesota
|
$166M
|
+$5.82M
|
+57,927
|
+4%
|
|
|
8
|
Equity Investment Corp
Atlanta,
Georgia
|
$161M
|
-$4.75M
|
-47,285
|
-3%
|
|
|
9
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$137M
|
+$137M
|
+1,361,279
|
+53,092%
|
|
|
10
|
Confluence Investment Management
St. Louis,
Missouri
|
$136M
|
+$44.4M
|
+441,877
|
+49%
|
|
|
11
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$136M
|
-$10.5M
|
-104,039
|
-7%
|
|
|
12
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$126M
|
+$12.7M
|
+125,891
|
+11%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$123M
|
+$26.1M
|
+259,584
|
+27%
|
|
|
14
|
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
|
$123M
|
+$52.3M
|
+519,967
|
+74%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$122M
|
+$8.29M
|
+82,440
|
+7%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$120M
|
+$5.13M
|
+51,042
|
+4%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$118M
|
+$8.16M
|
+81,142
|
+7%
|
|
|
18
|
Cresset Asset Management
Chicago,
Illinois
|
$93.9M
|
+$4.71M
|
+46,871
|
+5%
|
|
|
19
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$90.7M
|
+$19.7M
|
+196,099
|
+28%
|
|
|
20
|
Lee Johnson Capital Management
Fort Worth,
Texas
|
$83.9M
|
-$12M
|
-119,176
|
-13%
|
|
|
21
|
Prudential Financial
Newark,
New Jersey
|
$81.2M
|
+$29.2M
|
+290,535
|
+56%
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$78.4M
|
+$11.4M
|
+113,149
|
+17%
|
|
|
23
|
Renaissance Technologies
New York
|
$78.3M
|
–
|
–
|
–
|
|
|
24
|
GM Advisory Group
Melville,
New York
|
$76.6M
|
-$536K
|
-5,331
|
-0.7%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$76M
|
+$2.83M
|
+28,172
|
+4%
|
|
