|
1
|
Bank of America
Charlotte,
North Carolina
|
$73.9M
|
+$60.6M
|
+1,756,730
|
+426%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$57.7M
|
+$50.4M
|
+1,460,970
|
+623%
|
|
|
3
|
Tiedemann Trust
Wilmington,
Delaware
|
$45.3M
|
+$45.9M
|
+1,330,432
|
New
|
|
|
4
|
Hefren-Tillotson
Pittsburgh,
Pennsylvania
|
$38.1M
|
+$38.6M
|
+1,119,854
|
New
|
|
|
5
|
LPL Financial
San Diego,
California
|
$18.5M
|
+$8.68M
|
+251,550
|
+85%
|
|
|
6
|
BlackRock Institutional Trust
San Francisco,
California
|
$13.2M
|
+$1.69M
|
+49,128
|
+15%
|
|
|
7
|
Brinker Capital
Berwyn,
Pennsylvania
|
$6.46M
|
+$5.96M
|
+172,838
|
+1,032%
|
|
|
8
|
VSR Financial Services
Overland Park,
Kansas
|
$5.41M
|
+$218K
|
+6,315
|
+4%
|
|
|
9
|
|
$3.52M
|
+$2.58M
|
+74,744
|
+260%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.91M
|
+$123K
|
+3,553
|
+4%
|
|
|
11
|
Madden Advisory Services
Jacksonville,
Florida
|
$2.75M
|
+$2.04M
|
+59,006
|
+272%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$2.61M
|
-$1.35M
|
-39,125
|
-34%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.5M
|
+$534K
|
+15,490
|
+27%
|
|
|
14
|
Tiedemann Advisors
New York
|
$2.28M
|
+$2.31M
|
+67,078
|
New
|
|
|
15
|
Credit Suisse
Zurich,
Switzerland
|
$2.28M
|
-$350K
|
-10,142
|
-13%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.56M
|
+$221K
|
+6,418
|
+16%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$1.44M
|
+$211K
|
+6,119
|
+17%
|
|
|
18
|
M Holdings Securities
Portland,
Oregon
|
$1.18M
|
+$1.19M
|
+34,511
|
New
|
|
|
19
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$1.14M
|
+$161K
|
+4,682
|
+16%
|
|
|
20
|
RFG Advisory
Birmingham,
Alabama
|
$1.09M
|
+$1.11M
|
+32,074
|
New
|
|
|
21
|
Evensky & Katz
Coral Gables,
Florida
|
$982K
|
+$524K
|
+15,203
|
+83%
|
|
|
22
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$957K
|
–
|
–
|
–
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$939K
|
+$787K
|
+22,813
|
+479%
|
|
|
24
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$880K
|
+$37.1K
|
+1,075
|
+4%
|
|
|
25
|
Efficient Advisors
Mason,
Ohio
|
$850K
|
+$14.8K
|
+429
|
+2%
|
|
