|
1
|
|
$524M
|
+$23.5M
|
+234,159
|
+5%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$425M
|
+$122M
|
+1,210,719
|
+40%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$325M
|
-$15.8M
|
-157,170
|
-5%
|
|
|
4
|
Koshinski Asset Management
Decatur,
Illinois
|
$265M
|
+$56.2K
|
+559
|
+27%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$215M
|
+$215M
|
+2,138,579
|
New
|
|
|
6
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$176M
|
-$7.64M
|
-76,084
|
-4%
|
|
|
7
|
NorthRock Partners
Minneapolis,
Minnesota
|
$170M
|
+$2.54M
|
+25,255
|
+2%
|
|
|
8
|
|
$162M
|
-$2.79M
|
-27,736
|
-2%
|
|
|
9
|
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
|
$161M
|
+$43M
|
+428,035
|
+36%
|
|
|
10
|
MAI Capital Management
Independence,
Ohio
|
$143M
|
+$143M
|
+1,422,922
|
New
|
|
|
11
|
Confluence Investment Management
St. Louis,
Missouri
|
$143M
|
+$34.3M
|
+341,614
|
+32%
|
|
|
12
|
GM Advisory Group
Melville,
New York
|
$134M
|
+$38.5M
|
+383,084
|
+40%
|
|
|
13
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$125M
|
-$21.2M
|
-211,024
|
-14%
|
|
|
14
|
Geneos Wealth Management
Englewood,
Colorado
|
$121M
|
+$115M
|
+1,139,955
|
+1,715%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$120M
|
+$34.5M
|
+343,729
|
+40%
|
|
|
16
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$120M
|
-$7.19M
|
-71,581
|
-6%
|
|
|
17
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$117M
|
+$82.3M
|
+819,640
|
+237%
|
|
|
18
|
AWM Capital
Phoenix,
Arizona
|
$114M
|
+$7.35M
|
+73,120
|
+7%
|
|
|
19
|
|
$112M
|
-$6.19M
|
-61,616
|
-5%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$112M
|
-$8.8M
|
-87,571
|
-7%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$106M
|
+$35.6M
|
+354,444
|
+42%
|
|
|
22
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$103M
|
-$1.72M
|
-17,086
|
-2%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$103M
|
+$9.06M
|
+90,173
|
+10%
|
|
|
24
|
Equity Investment Corp
Atlanta,
Georgia
|
$100M
|
-$67M
|
-666,635
|
-40%
|
|
|
25
|
Vigilare Wealth Management
Scottsdale,
Arizona
|
$98.6M
|
+$59.8M
|
+595,792
|
+154%
|
|
