|
1
|
Bank of America
Charlotte,
North Carolina
|
$15.1M
|
+$395K
|
+17,131
|
+3%
|
|
|
2
|
|
$7.3M
|
+$334K
|
+14,511
|
+5%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$4.78M
|
-$808K
|
-35,053
|
-15%
|
|
|
4
|
|
$4.26M
|
+$270K
|
+11,722
|
+7%
|
|
|
5
|
First Foundation Advisors
Irvine,
California
|
$1.69M
|
+$49.3K
|
+2,141
|
+3%
|
|
|
6
|
United Capital Financial Advisors
Irving,
Texas
|
$1.57M
|
+$240K
|
+10,407
|
+18%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.56M
|
+$251K
|
+10,912
|
+20%
|
|
|
8
|
Ancora Family Wealth Advisors
Cleveland,
Ohio
|
$1.42M
|
+$5.53K
|
+240
|
+0.4%
|
|
|
9
|
Capital Investment Advisors
Atlanta,
Georgia
|
$1.33M
|
-$68.1K
|
-2,954
|
-5%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.17M
|
-$1.5M
|
-65,243
|
-56%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$1.14M
|
+$303K
|
+13,141
|
+37%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$1.12M
|
+$783
|
+34
|
+0.1%
|
|
|
13
|
VanEck Associates
New York
|
$988K
|
+$112K
|
+4,860
|
+13%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$713K
|
+$49.8K
|
+2,162
|
+8%
|
|
|
15
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$700K
|
-$511K
|
-22,180
|
-43%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$696K
|
+$102K
|
+4,410
|
+17%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$656K
|
–
|
–
|
–
|
|
|
18
|
|
$348K
|
+$3.8K
|
+165
|
+1%
|
|
|
19
|
Segment Wealth Management
Houston,
Texas
|
$318K
|
–
|
–
|
–
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$297K
|
+$294K
|
+12,777
|
New
|
|
|
21
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$296K
|
-$5.76K
|
-250
|
-2%
|
|
|
22
|
Coldstream Capital Management
Bellevue,
Washington
|
$256K
|
+$230
|
+10
|
+0.1%
|
|
|
23
|
Advisor Group
Phoenix,
Arizona
|
$240K
|
–
|
–
|
–
|
|
|
24
|
Concert Wealth Management
San Jose,
California
|
$223K
|
+$222K
|
+9,633
|
New
|
|
|
25
|
LVW Advisors
Pittsford,
New York
|
$217K
|
+$214K
|
+9,310
|
New
|
|
