|
1
|
|
$117M
|
+$4.31M
|
+42,708
|
+4%
|
|
|
2
|
Modera Wealth Management
Westwood,
New Jersey
|
$84.8M
|
+$5.06M
|
+50,130
|
+6%
|
|
|
3
|
Personal Capital Advisors
Redwood City,
California
|
$52.5M
|
+$4.96M
|
+49,170
|
+10%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$46.4M
|
+$4.06M
|
+40,192
|
+10%
|
|
|
5
|
Destination Wealth Management
Walnut Creek,
California
|
$41.8M
|
+$1.61M
|
+15,923
|
+4%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$32.7M
|
+$3.04M
|
+30,134
|
+10%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$21.5M
|
+$1.01M
|
+10,038
|
+5%
|
|
|
8
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$20.3M
|
+$3.78M
|
+37,481
|
+23%
|
|
|
9
|
Cerity Partners OCIO
New York
|
$20.1M
|
+$508K
|
+5,033
|
+3%
|
|
|
10
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$19.7M
|
+$2.29M
|
+22,678
|
+13%
|
|
|
11
|
Lee Financial
Dallas,
Texas
|
$14.6M
|
+$1.66M
|
+16,440
|
+13%
|
|
|
12
|
|
$13.9M
|
+$9.08M
|
+90,000
|
+185%
|
|
|
13
|
IndexIQ Advisors
New York
|
$13M
|
+$12.6M
|
+124,894
|
+2,941%
|
|
|
14
|
|
$12.7M
|
+$2.67M
|
+26,462
|
+26%
|
|
|
15
|
James Investment Research
Alpha,
Ohio
|
$10.7M
|
-$184K
|
-1,819
|
-2%
|
|
|
16
|
CPWM LLC
Seattle,
Washington
|
$7.61M
|
+$107K
|
+1,065
|
+1%
|
|
|
17
|
The Family Firm
Bethesda,
Maryland
|
$7.37M
|
+$629K
|
+6,231
|
+9%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.76M
|
+$1.6M
|
+15,812
|
+38%
|
|
|
19
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$5.59M
|
+$141K
|
+1,398
|
+3%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.95M
|
-$1.96M
|
-19,390
|
-28%
|
|
|
21
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$4.37M
|
+$335K
|
+3,325
|
+8%
|
|
|
22
|
Flow Traders U.S.
New York
|
$4.31M
|
–
|
–
|
–
|
|
|
23
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$3.82M
|
+$420K
|
+4,162
|
+12%
|
|
|
24
|
BB&T Securities
Richmond,
Virginia
|
$3.81M
|
+$3.28M
|
+32,548
|
+600%
|
|
|
25
|
Cornerstone Financial Partners
Huntersville,
North Carolina
|
$3.77M
|
+$653K
|
+6,470
|
+21%
|
|
