|
1
|
|
$133M
|
+$15.9M
|
+158,560
|
+14%
|
|
|
2
|
Modera Wealth Management
Westwood,
New Jersey
|
$88.1M
|
+$3.29M
|
+32,733
|
+4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$72.3M
|
+$25.9M
|
+258,159
|
+56%
|
|
|
4
|
Personal Capital Advisors
Redwood City,
California
|
$57.3M
|
+$4.72M
|
+46,984
|
+9%
|
|
|
5
|
Destination Wealth Management
Walnut Creek,
California
|
$43.7M
|
+$1.88M
|
+18,740
|
+4%
|
|
|
6
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$42.8M
|
+$23.1M
|
+230,232
|
+117%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$34.4M
|
+$1.75M
|
+17,404
|
+5%
|
|
|
8
|
Cerity Partners OCIO
New York
|
$25M
|
+$4.83M
|
+48,083
|
+24%
|
|
|
9
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$18.7M
|
-$1.55M
|
-15,446
|
-8%
|
|
|
10
|
Lee Financial
Dallas,
Texas
|
$16.7M
|
+$2.05M
|
+20,392
|
+14%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$11.5M
|
-$10M
|
-100,025
|
-47%
|
|
|
12
|
James Investment Research
Alpha,
Ohio
|
$9.88M
|
-$778K
|
-7,749
|
-7%
|
|
|
13
|
|
$8.95M
|
-$3.78M
|
-37,645
|
-30%
|
|
|
14
|
The Family Firm
Bethesda,
Maryland
|
$8.13M
|
+$755K
|
+7,519
|
+10%
|
|
|
15
|
CPWM LLC
Seattle,
Washington
|
$7.52M
|
-$91.5K
|
-911
|
-1%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.29M
|
+$1.53M
|
+15,199
|
+26%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$7.09M
|
+$3.8M
|
+37,874
|
+116%
|
|
|
18
|
BB&T Securities
Richmond,
Virginia
|
$6.66M
|
+$2.85M
|
+28,360
|
+75%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.55M
|
+$1.6M
|
+15,908
|
+32%
|
|
|
20
|
WestEnd Advisors
Charlotte,
North Carolina
|
$5.76M
|
+$3.14M
|
+31,240
|
+119%
|
|
|
21
|
|
$5.67M
|
-$8.26M
|
-82,251
|
-59%
|
|
|
22
|
Cornerstone Financial Partners
Huntersville,
North Carolina
|
$4.33M
|
+$550K
|
+5,472
|
+15%
|
|
|
23
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$4.13M
|
+$315K
|
+3,135
|
+8%
|
|
|
24
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$4.12M
|
+$645K
|
+6,421
|
+19%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$3.58M
|
+$104K
|
+1,037
|
+3%
|
|
