|
1
|
Bank of America
Charlotte,
North Carolina
|
$165M
|
+$19.3M
|
+769,925
|
+13%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$107M
|
+$31M
|
+1,237,457
|
+41%
|
|
|
3
|
|
$85.2M
|
-$8.34M
|
-332,848
|
-9%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$63M
|
+$26.4M
|
+1,052,105
|
+71%
|
|
|
5
|
US Bancorp
Minneapolis,
Minnesota
|
$47.9M
|
+$175K
|
+7,000
|
+0.4%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$38.4M
|
+$494K
|
+19,696
|
+1%
|
|
|
7
|
NewEdge Advisors
New Orleans,
Louisiana
|
$37.6M
|
+$22.5M
|
+895,967
|
+147%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$37.3M
|
+$463K
|
+18,483
|
+1%
|
|
|
9
|
Sigma Investment Counselors
Northville,
Michigan
|
$26.6M
|
+$271K
|
+10,831
|
+1%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$26.3M
|
-$301K
|
-12,012
|
-1%
|
|
|
11
|
|
$22.4M
|
+$18.2M
|
+728,284
|
+434%
|
|
|
12
|
RVW Wealth
Los Angeles,
California
|
$21.1M
|
-$996K
|
-39,738
|
-4%
|
|
|
13
|
Corda Investment Management
Houston,
Texas
|
$20.5M
|
-$20.3K
|
-811
|
-0.1%
|
|
|
14
|
Mercer Global Advisors
Denver,
Colorado
|
$20M
|
+$7.51M
|
+299,536
|
+59%
|
|
|
15
|
Glenview Trust
Louisville,
Kentucky
|
$19.7M
|
+$16.1M
|
+642,864
|
+434%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$19.5M
|
-$18.2M
|
-727,485
|
Closed
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.9M
|
+$4.83M
|
+192,622
|
+34%
|
|
|
18
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$18.1M
|
–
|
–
|
–
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$17.9M
|
-$1.64M
|
-65,343
|
-8%
|
|
|
20
|
Summitry LLC
Foster City,
California
|
$17.8M
|
+$17.9M
|
+714,378
|
New
|
|
|
21
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$16.1M
|
+$4.57M
|
+182,275
|
+39%
|
|
|
22
|
Central Trust Company
Jefferson City,
Missouri
|
$15.8M
|
+$2.16M
|
+86,269
|
+16%
|
|
|
23
|
Capital Investment Advisors
Atlanta,
Georgia
|
$15.4M
|
+$19.3K
|
+771
|
+0.1%
|
|
|
24
|
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
|
$14.3M
|
+$93.6K
|
+3,736
|
+0.7%
|
|
|
25
|
Leavell Investment Management
Mobile,
Alabama
|
$13.7M
|
+$1.68M
|
+66,902
|
+14%
|
|
