|
1
|
|
$114M
|
+$30.5M
|
+301,745
|
+37%
|
|
|
2
|
Modera Wealth Management
Westwood,
New Jersey
|
$80.7M
|
+$80.4M
|
+795,008
|
New
|
|
|
3
|
Personal Capital Advisors
Redwood City,
California
|
$48.1M
|
+$4.63M
|
+45,846
|
+11%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$42.8M
|
+$16.8M
|
+165,844
|
+65%
|
|
|
5
|
Destination Wealth Management
Walnut Creek,
California
|
$40.7M
|
+$40.5M
|
+400,739
|
New
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$30M
|
+$12.8M
|
+126,724
|
+75%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$20.7M
|
+$5.58M
|
+55,170
|
+37%
|
|
|
8
|
Cerity Partners OCIO
New York
|
$19.8M
|
+$2.84M
|
+28,049
|
+17%
|
|
|
9
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$17.6M
|
+$17.6M
|
+173,887
|
New
|
|
|
10
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$16.7M
|
+$15.1M
|
+149,078
|
+977%
|
|
|
11
|
Lee Financial
Dallas,
Texas
|
$13.1M
|
+$9.37M
|
+92,693
|
+253%
|
|
|
12
|
James Investment Research
Alpha,
Ohio
|
$11M
|
+$3.11M
|
+30,803
|
+40%
|
|
|
13
|
|
$10.2M
|
+$1.04M
|
+10,325
|
+11%
|
|
|
14
|
CPWM LLC
Seattle,
Washington
|
$7.58M
|
-$208K
|
-2,060
|
-3%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.97M
|
-$1.61M
|
-15,915
|
-19%
|
|
|
16
|
The Family Firm
Bethesda,
Maryland
|
$6.82M
|
+$495K
|
+4,896
|
+8%
|
|
|
17
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$5.5M
|
+$2.67M
|
+26,463
|
+95%
|
|
|
18
|
|
$4.94M
|
+$2.69M
|
+26,599
|
+120%
|
|
|
19
|
Comerica Bank
Dallas,
Texas
|
$4.43M
|
+$2.51M
|
+24,872
|
+131%
|
|
|
20
|
Flow Traders U.S.
New York
|
$4.36M
|
+$3.79M
|
+37,488
|
+688%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.22M
|
+$4.2M
|
+41,571
|
New
|
|
|
22
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$4.08M
|
+$1.33M
|
+13,159
|
+49%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$4.06M
|
+$693K
|
+6,857
|
+21%
|
|
|
24
|
Home Federal Bank of Tennessee
Knoxville,
Tennessee
|
$3.51M
|
+$36.4K
|
+360
|
+1%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.49M
|
+$117K
|
+1,162
|
+3%
|
|
