|
1
|
|
$95.5M
|
+$13.7M
|
+531,996
|
+18%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$53.9M
|
+$5.91M
|
+228,789
|
+13%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$40.7M
|
+$2.26M
|
+87,531
|
+6%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$36.5M
|
+$6.07M
|
+234,882
|
+22%
|
|
|
5
|
United Capital Financial Advisors
Irving,
Texas
|
$24.2M
|
+$53.7K
|
+2,079
|
+0.2%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$22.7M
|
+$5.32M
|
+206,022
|
+34%
|
|
|
7
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$22.4M
|
+$365K
|
+14,145
|
+2%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$22.2M
|
-$3.73M
|
-144,255
|
-15%
|
|
|
9
|
Palladium Partners
Norfolk,
Virginia
|
$21.5M
|
+$116K
|
+4,485
|
+0.6%
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$20.9M
|
-$105K
|
-4,083
|
-0.5%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20.1M
|
+$7.91M
|
+306,216
|
+72%
|
|
|
12
|
Private Vista
Chicago,
Illinois
|
$18.2M
|
-$3.98M
|
-154,062
|
-19%
|
|
|
13
|
FundX Investment Group
San Francisco,
California
|
$18.1M
|
-$272K
|
-10,536
|
-2%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$16.2M
|
+$1.36M
|
+52,578
|
+10%
|
|
|
15
|
Parsec Financial Management
Asheville,
North Carolina
|
$14.4M
|
+$445K
|
+17,220
|
+3%
|
|
|
16
|
AssetMark Inc
Concord,
California
|
$12.8M
|
+$418K
|
+16,194
|
+4%
|
|
|
17
|
Opus Capital Group
Cincinnati,
Ohio
|
$11.2M
|
+$17.8K
|
+690
|
+0.2%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$10.4M
|
+$3.43M
|
+132,600
|
+54%
|
|
|
19
|
Huntington National Bank
Columbus,
Ohio
|
$9.46M
|
–
|
–
|
–
|
|
|
20
|
Starfire Investment Advisers
Southfield,
Michigan
|
$9.01M
|
+$228K
|
+8,832
|
+3%
|
|
|
21
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$9.01M
|
+$8.45M
|
+326,841
|
New
|
|
|
22
|
Cranberry Lake Advisors
Houston,
Texas
|
$9M
|
+$485K
|
+18,765
|
+6%
|
|
|
23
|
Guild Investment Management
Los Angeles,
California
|
$8.61M
|
+$8.07M
|
+312,300
|
New
|
|
|
24
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$8.05M
|
+$7.54M
|
+291,858
|
New
|
|
|
25
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$7.73M
|
+$848K
|
+32,823
|
+13%
|
|
