|
1
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$209M
|
+$202M
|
+5,049,039
|
+2,923%
|
|
|
2
|
|
$127M
|
+$19.8M
|
+492,929
|
+18%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$111M
|
+$20.8M
|
+519,150
|
+23%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$110M
|
+$24.9M
|
+620,850
|
+29%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$83.6M
|
-$11.7M
|
-291,427
|
-12%
|
|
|
6
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$63.2M
|
-$2.63M
|
-65,546
|
-4%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$53.7M
|
-$4.78M
|
-119,293
|
-8%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$47.4M
|
+$10.6M
|
+263,527
|
+29%
|
|
|
9
|
Horizon Investments
Charlotte,
North Carolina
|
$44M
|
+$44.2M
|
+1,103,715
|
New
|
|
|
10
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$41.7M
|
-$2.05M
|
-51,203
|
-5%
|
|
|
11
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$35.4M
|
-$1.01M
|
-25,299
|
-3%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$29.9M
|
-$10.3M
|
-256,240
|
-26%
|
|
|
13
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$27.3M
|
+$689K
|
+17,184
|
+3%
|
|
|
14
|
True North Advisors
Dallas,
Texas
|
$27.1M
|
+$24.6M
|
+613,016
|
+948%
|
|
|
15
|
Bouchey Financial Group
Troy,
New York
|
$25.8M
|
+$2.41M
|
+60,085
|
+10%
|
|
|
16
|
Alpha Cubed Investments
Irvine,
California
|
$23.5M
|
+$7.75M
|
+193,307
|
+49%
|
|
|
17
|
New England Professional Planning Group
Westerly,
Rhode Island
|
$22.6M
|
+$19.4M
|
+484,726
|
+604%
|
|
|
18
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$21.7M
|
+$50.9K
|
+1,271
|
+0.2%
|
|
|
19
|
Bank of New York Mellon
New York
|
$21.6M
|
-$1.02M
|
-25,364
|
-4%
|
|
|
20
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$20.7M
|
-$483K
|
-12,044
|
-2%
|
|
|
21
|
Spinnaker Investment Group
Newport Beach,
California
|
$20.5M
|
-$723K
|
-18,042
|
-3%
|
|
|
22
|
One Capital Management
Westlake Village,
California
|
$19M
|
+$582K
|
+14,517
|
+3%
|
|
|
23
|
Weatherly Asset Management
Del Mar,
California
|
$17.6M
|
+$604K
|
+15,073
|
+4%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17.5M
|
-$6.84M
|
-170,647
|
-28%
|
|
|
25
|
Koshinski Asset Management
Decatur,
Illinois
|
$16.8M
|
+$701K
|
+17,499
|
+4%
|
|
