|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.23B
|
+$143M
|
+1,420,276
|
+13%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$1.09B
|
+$207M
|
+2,060,160
|
+23%
|
|
|
3
|
Howard Capital Management
Roswell,
Georgia
|
$940M
|
+$938M
|
+9,335,100
|
New
|
|
|
4
|
|
$845M
|
+$40.2M
|
+400,371
|
+5%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$517M
|
+$256M
|
+2,543,358
|
+98%
|
|
|
6
|
CIBC Bancorp USA
Chicago,
Illinois
|
$392M
|
+$398M
|
+3,959,338
|
New
|
|
|
7
|
|
$359M
|
-$38M
|
-377,657
|
-10%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$355M
|
+$85.5M
|
+850,844
|
+32%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$272M
|
+$137M
|
+1,360,553
|
+67%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$272M
|
+$11M
|
+109,750
|
+4%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$271M
|
+$34.3M
|
+341,164
|
+15%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$264M
|
+$76.4M
|
+759,593
|
+41%
|
|
|
13
|
|
$259M
|
+$22.5M
|
+223,686
|
+10%
|
|
|
14
|
Focus Partners Wealth
Boston,
Massachusetts
|
$252M
|
+$25.3M
|
+251,961
|
+11%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$238M
|
+$124M
|
+1,236,858
|
+110%
|
|
|
16
|
GM Advisory Group
Melville,
New York
|
$233M
|
-$18M
|
-178,817
|
-7%
|
|
|
17
|
Robinhood Asset Management
Menlo Park,
California
|
$232M
|
+$53.8M
|
+535,380
|
+30%
|
|
|
18
|
NorthRock Partners
Minneapolis,
Minnesota
|
$226M
|
+$22.5M
|
+223,483
|
+11%
|
|
|
19
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$220M
|
+$17.7M
|
+175,627
|
+9%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$216M
|
+$23.6M
|
+234,797
|
+12%
|
|
|
21
|
Confluence Investment Management
St. Louis,
Missouri
|
$177M
|
-$33.9M
|
-337,728
|
-16%
|
|
|
22
|
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
|
$173M
|
+$42M
|
+417,354
|
+32%
|
|
|
23
|
Hilton Capital Management
Garden City,
New York
|
$157M
|
+$157M
|
+1,563,252
|
New
|
|
|
24
|
Westerkirk Capital
Victoria,
|
$153M
|
–
|
–
|
–
|
|
|
25
|
Waverly Advisors
Birmingham,
Alabama
|
$152M
|
+$3.96M
|
+39,429
|
+3%
|
|
