|
1
|
Bank of America
Charlotte,
North Carolina
|
$983M
|
+$148M
|
+2,947,142
|
+18%
|
|
|
2
|
Summit Trail Advisors
New York
|
$727M
|
+$329M
|
+6,535,755
|
+82%
|
|
|
3
|
|
$717M
|
+$321M
|
+6,375,760
|
+81%
|
|
|
4
|
3EDGE Asset Management
Naples,
Florida
|
$465M
|
-$55.4M
|
-1,101,799
|
-11%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$391M
|
+$150M
|
+2,975,943
|
+62%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$306M
|
+$138M
|
+2,746,879
|
+82%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$221M
|
+$91.6M
|
+1,820,121
|
+70%
|
|
|
8
|
Richard Bernstein Advisors
New York
|
$173M
|
-$218M
|
-4,331,967
|
-56%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$150M
|
+$18.9M
|
+375,596
|
+14%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$130M
|
+$27.4M
|
+543,864
|
+27%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$126M
|
+$34.3M
|
+681,845
|
+38%
|
|
|
12
|
Certuity
North Palm Beach,
Florida
|
$99.3M
|
+$67M
|
+1,332,443
|
+207%
|
|
|
13
|
|
$98.3M
|
+$32.6M
|
+647,499
|
+50%
|
|
|
14
|
Venturi Wealth Management
Austin,
Texas
|
$86.7M
|
+$68.3M
|
+1,358,396
|
+370%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$84.7M
|
+$50.8M
|
+1,010,293
|
+150%
|
|
|
16
|
Banco Santander
Madrid,
Spain
|
$84.1M
|
+$10.6M
|
+210,320
|
+14%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$84M
|
+$10M
|
+198,773
|
+14%
|
|
|
18
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$82.4M
|
+$72.2M
|
+1,435,352
|
+705%
|
|
|
19
|
TownSquare Capital
Provo,
Utah
|
$80.1M
|
-$282K
|
-5,609
|
-0.4%
|
|
|
20
|
Disciplina Capital Management
Nashville,
Tennessee
|
$59.2M
|
+$12.7M
|
+251,864
|
+27%
|
|
|
21
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$59M
|
+$1.97M
|
+39,223
|
+3%
|
|
|
22
|
Private Wealth Strategies
New Albany,
Ohio
|
$56.2M
|
+$49.2M
|
+977,117
|
+697%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$55.7M
|
+$42.5M
|
+844,686
|
+321%
|
|
|
24
|
SPC Financial Inc
Rockville,
Maryland
|
$48.4M
|
+$3.55M
|
+70,571
|
+8%
|
|
|
25
|
Inspire Investing
Meridian,
Idaho
|
$47.9M
|
-$41.4M
|
-823,346
|
-46%
|
|
