|
1
|
|
$1.56B
|
+$5.46M
|
+171,313
|
+0.4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$557M
|
-$38.9M
|
-1,220,562
|
-7%
|
|
|
3
|
United Capital Financial Advisors
Irving,
Texas
|
$233M
|
+$6.19M
|
+193,974
|
+3%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$212M
|
+$3.92M
|
+122,863
|
+2%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$112M
|
-$1.56M
|
-49,061
|
-2%
|
|
|
6
|
|
$103M
|
-$9.64M
|
-302,314
|
-9%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$93.5M
|
-$12.3M
|
-386,865
|
-12%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$91.6M
|
+$6.73M
|
+210,904
|
+8%
|
|
|
9
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$88.6M
|
-$31M
|
-970,574
|
-26%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$81.4M
|
-$1.71M
|
-53,652
|
-2%
|
|
|
11
|
BOK Financial Private Wealth
Denver,
Colorado
|
$68.6M
|
-$631K
|
-19,771
|
-0.9%
|
|
|
12
|
Financial Advisory Group
Houston,
Texas
|
$55.2M
|
+$1.18M
|
+37,005
|
+2%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$51.2M
|
+$52.3K
|
+1,638
|
+0.1%
|
|
|
14
|
|
$51.1M
|
+$27.5M
|
+863,404
|
+121%
|
|
|
15
|
CKW Financial Group
Honolulu,
Hawaii
|
$49.1M
|
+$2.86M
|
+89,792
|
+6%
|
|
|
16
|
Jordan Park Group
San Francisco,
California
|
$48.7M
|
+$904K
|
+28,339
|
+2%
|
|
|
17
|
Comerica Bank
Dallas,
Texas
|
$45.6M
|
-$4.67M
|
-146,455
|
-9%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$41.9M
|
-$2.35M
|
-73,793
|
-5%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$41.7M
|
-$106K
|
-3,326
|
-0.3%
|
|
|
20
|
Blankinship & Foster
Solana Beach,
California
|
$36.7M
|
+$202K
|
+6,346
|
+0.6%
|
|
|
21
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$32.1M
|
+$2.62M
|
+82,015
|
+8%
|
|
|
22
|
WESCAP Management Group
Glendale,
California
|
$31.8M
|
-$1.71M
|
-53,555
|
-5%
|
|
|
23
|
IndexIQ Advisors
New York
|
$24.9M
|
-$2.72M
|
-85,246
|
-10%
|
|
|
24
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$23.6M
|
-$615K
|
-19,270
|
-3%
|
|
|
25
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$23.6M
|
-$500K
|
-15,670
|
-2%
|
|
