|
1
|
|
$1.67B
|
+$212M
|
+7,338,002
|
+15%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$839M
|
+$2.39M
|
+82,784
|
+0.3%
|
|
|
3
|
|
$199M
|
-$18.3M
|
-631,234
|
-9%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$182M
|
+$7.97M
|
+275,518
|
+5%
|
|
|
5
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$159M
|
-$652K
|
-22,534
|
-0.4%
|
|
|
6
|
United Capital Financial Advisors
Irving,
Texas
|
$146M
|
+$3.44M
|
+118,788
|
+2%
|
|
|
7
|
Comerica Bank
Dallas,
Texas
|
$122M
|
-$2.64M
|
-91,425
|
-2%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$121M
|
-$34.7M
|
-1,200,826
|
-23%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$77.4M
|
+$6.37M
|
+220,239
|
+9%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$71.7M
|
-$13.7M
|
-472,103
|
-16%
|
|
|
11
|
BOK Financial Private Wealth
Denver,
Colorado
|
$69.2M
|
+$1.89M
|
+65,359
|
+3%
|
|
|
12
|
|
$69.1M
|
-$23M
|
-795,519
|
-25%
|
|
|
13
|
Mission Wealth Management
Santa Barbara,
California
|
$68.2M
|
+$398K
|
+13,775
|
+0.6%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$58.7M
|
-$80.8M
|
-2,794,866
|
-58%
|
|
|
15
|
Lenox Wealth Advisors
New York
|
$57.3M
|
+$607K
|
+21,006
|
+1%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$55.2M
|
-$62.3M
|
-2,153,864
|
-54%
|
|
|
17
|
Financial Advisory Group
Houston,
Texas
|
$40.6M
|
+$2.18M
|
+75,493
|
+6%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$40.5M
|
-$620K
|
-21,440
|
-2%
|
|
|
19
|
Blankinship & Foster
Solana Beach,
California
|
$37.3M
|
+$1.51M
|
+52,375
|
+4%
|
|
|
20
|
WESCAP Management Group
Glendale,
California
|
$35.8M
|
-$3.43M
|
-118,531
|
-9%
|
|
|
21
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$35.5M
|
-$16.6M
|
-574,078
|
-32%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$31.8M
|
+$1.33M
|
+46,108
|
+4%
|
|
|
23
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$30M
|
+$3.94M
|
+136,283
|
+16%
|
|
|
24
|
US Bancorp
Minneapolis,
Minnesota
|
$29.9M
|
-$9.29M
|
-321,317
|
-24%
|
|
|
25
|
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
$29.8M
|
+$1.77M
|
+61,208
|
+6%
|
|
