|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.06B
|
+$33M
|
+328,511
|
+3%
|
|
|
2
|
|
$845M
|
+$212M
|
+2,106,911
|
+33%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$725M
|
+$127M
|
+1,260,296
|
+21%
|
|
|
4
|
Potomac Fund Management
Miami,
Florida
|
$605M
|
+$604M
|
+6,010,295
|
New
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$480M
|
-$177M
|
-1,760,892
|
-27%
|
|
|
6
|
|
$308M
|
+$88.9M
|
+884,640
|
+41%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$251M
|
+$43.7M
|
+434,259
|
+21%
|
|
|
8
|
|
$249M
|
+$131M
|
+1,298,316
|
+110%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$243M
|
-$52M
|
-517,706
|
-18%
|
|
|
10
|
Confluence Investment Management
St. Louis,
Missouri
|
$239M
|
+$42.9M
|
+426,548
|
+22%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$233M
|
+$51.4M
|
+511,685
|
+28%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$215M
|
+$44.6M
|
+443,341
|
+26%
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$214M
|
+$94.9M
|
+943,581
|
+80%
|
|
|
14
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$179M
|
+$40.9M
|
+407,106
|
+30%
|
|
|
15
|
NorthRock Partners
Minneapolis,
Minnesota
|
$175M
|
+$5.07M
|
+50,472
|
+3%
|
|
|
16
|
Choate Investment Advisors
Boston,
Massachusetts
|
$175M
|
+$96.1M
|
+955,843
|
+122%
|
|
|
17
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$172M
|
+$81.9M
|
+814,794
|
+90%
|
|
|
18
|
Cresset Asset Management
Chicago,
Illinois
|
$160M
|
+$23.3M
|
+231,442
|
+17%
|
|
|
19
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$158M
|
-$175M
|
-1,739,594
|
-53%
|
|
|
20
|
CX Institutional
Auburn,
Indiana
|
$156M
|
+$111M
|
+1,103,475
|
+249%
|
|
|
21
|
Waverly Advisors
Birmingham,
Alabama
|
$155M
|
+$110M
|
+1,094,875
|
+244%
|
|
|
22
|
MAI Capital Management
Independence,
Ohio
|
$146M
|
-$4.81M
|
-47,846
|
-3%
|
|
|
23
|
Hamilton Capital Partners (Canada)
Toronto,
|
$142M
|
+$33.3M
|
+331,112
|
+31%
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$139M
|
+$69.2M
|
+688,221
|
+100%
|
|
|
25
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$137M
|
+$46M
|
+457,682
|
+51%
|
|
