|
1
|
Bank of America
Charlotte,
North Carolina
|
$47.9M
|
+$6.17M
|
+246,480
|
+15%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$36.5M
|
+$4.36M
|
+174,389
|
+14%
|
|
|
3
|
|
$30M
|
+$2.07M
|
+82,609
|
+7%
|
|
|
4
|
Corda Investment Management
Houston,
Texas
|
$21.4M
|
-$221K
|
-8,843
|
-1%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$18.2M
|
+$4.64M
|
+185,279
|
+34%
|
|
|
6
|
BB&T Securities
Richmond,
Virginia
|
$17.1M
|
+$1.18M
|
+47,238
|
+7%
|
|
|
7
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$16.4M
|
+$257K
|
+10,279
|
+2%
|
|
|
8
|
US Bancorp
Minneapolis,
Minnesota
|
$14.4M
|
+$3.79M
|
+151,357
|
+36%
|
|
|
9
|
United Capital Financial Advisors
Irving,
Texas
|
$13.8M
|
-$190K
|
-7,612
|
-1%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.1M
|
+$12M
|
+481,486
|
New
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$9.96M
|
–
|
–
|
–
|
|
|
12
|
Lutz Financial Services
Omaha,
Nebraska
|
$8.87M
|
+$999K
|
+39,931
|
+13%
|
|
|
13
|
Tillar-Wenstrup Advisors
Centerville,
Ohio
|
$8.44M
|
+$147K
|
+5,873
|
+2%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$8.34M
|
+$991K
|
+39,610
|
+14%
|
|
|
15
|
MV Capital Management
Bethesda,
Maryland
|
$7.76M
|
+$344K
|
+13,757
|
+5%
|
|
|
16
|
TLWM Financial
San Antonio,
Texas
|
$7.04M
|
–
|
–
|
–
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.01M
|
+$701K
|
+28,022
|
+13%
|
|
|
18
|
NewEdge Advisors
New Orleans,
Louisiana
|
$4.95M
|
+$882K
|
+35,263
|
+22%
|
|
|
19
|
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
$4.28M
|
–
|
–
|
–
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.15M
|
+$1.61M
|
+64,355
|
+63%
|
|
|
21
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$3.83M
|
+$750K
|
+29,981
|
+24%
|
|
|
22
|
Day & Ennis
Macon,
Georgia
|
$3.64M
|
+$1.04M
|
+41,603
|
+40%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.58M
|
+$869K
|
+34,733
|
+32%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$3.55M
|
+$474K
|
+18,939
|
+15%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$3.23M
|
+$808K
|
+32,275
|
+33%
|
|
