|
1
|
Bank of America
Charlotte,
North Carolina
|
$521M
|
+$356M
|
+14,185,368
|
+215%
|
|
|
2
|
Richard Bernstein Advisors
New York
|
$317M
|
+$222M
|
+8,829,611
|
+232%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$99.1M
|
+$96.4M
|
+3,842,492
|
+3,517%
|
|
|
4
|
Venturi Wealth Management
Austin,
Texas
|
$84.2M
|
+$83.4M
|
+3,324,755
|
+11,285%
|
|
|
5
|
|
$69.9M
|
-$8.72M
|
-347,572
|
-11%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$59.6M
|
+$13.1M
|
+523,021
|
+28%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$36.1M
|
+$27.9M
|
+1,112,559
|
+339%
|
|
|
8
|
Bank of New York Mellon
New York
|
$27.3M
|
+$1.03M
|
+41,026
|
+4%
|
|
|
9
|
New Perspectives Inc
Ridgeland,
Mississippi
|
$20.2M
|
+$678K
|
+27,030
|
+3%
|
|
|
10
|
|
$19.2M
|
+$16.1M
|
+642,489
|
+526%
|
|
|
11
|
AE Wealth Management
Topeka,
Kansas
|
$18.6M
|
-$643K
|
-25,614
|
-3%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$18.4M
|
-$1.32M
|
-52,676
|
-7%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$15.9M
|
-$5.42M
|
-215,827
|
-25%
|
|
|
14
|
Members Advisory Group
Williamsville,
New York
|
$14.5M
|
+$14.5M
|
+577,441
|
New
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$10.4M
|
-$793K
|
-31,608
|
-7%
|
|
|
16
|
United Asset Strategies
Garden City,
New York
|
$9.75M
|
-$7.24M
|
-288,647
|
-43%
|
|
|
17
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$9.22M
|
+$9.22M
|
+367,351
|
New
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$8.23M
|
-$605K
|
-24,116
|
-7%
|
|
|
19
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$6.84M
|
-$715K
|
-28,506
|
-9%
|
|
|
20
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$6.55M
|
+$1.6M
|
+63,903
|
+32%
|
|
|
21
|
Titan Managers
Scottsdale,
Arizona
|
$6.18M
|
-$8.48M
|
-337,862
|
-58%
|
|
|
22
|
American Portfolios Advisors
Holbrook,
New York
|
$6.15M
|
+$6.12M
|
+244,033
|
+21,906%
|
|
|
23
|
Transcend Capital Advisors
Madison,
New Jersey
|
$5.45M
|
+$145K
|
+5,763
|
+3%
|
|
|
24
|
McGuire Investment Group
Wakefield,
Rhode Island
|
$4.6M
|
+$4.6M
|
+183,321
|
New
|
|
|
25
|
Jackson Wealth Management
Lake Mary,
Florida
|
$4.57M
|
+$3.98M
|
+158,555
|
+671%
|
|
