|
1
|
Bank of America
Charlotte,
North Carolina
|
$181M
|
+$15.5M
|
+621,552
|
+9%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$107M
|
-$436K
|
-17,449
|
-0.4%
|
|
|
3
|
|
$86.7M
|
+$1.24M
|
+49,508
|
+1%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$74.9M
|
+$11.7M
|
+467,580
|
+19%
|
|
|
5
|
US Bancorp
Minneapolis,
Minnesota
|
$56.6M
|
+$8.49M
|
+339,998
|
+18%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$56M
|
+$17.4M
|
+698,471
|
+45%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$43M
|
+$5.56M
|
+222,750
|
+15%
|
|
|
8
|
NewEdge Advisors
New Orleans,
Louisiana
|
$41.8M
|
+$24.6M
|
+984,524
|
+65%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$29M
|
–
|
–
|
–
|
|
|
10
|
Glenview Trust
Louisville,
Kentucky
|
$27.5M
|
+$7.69M
|
+308,029
|
+39%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$25.5M
|
+$7.54M
|
+302,157
|
+42%
|
|
|
12
|
Sigma Investment Counselors
Northville,
Michigan
|
$25.3M
|
-$1.39M
|
-55,646
|
-5%
|
|
|
13
|
Mercer Global Advisors
Denver,
Colorado
|
$25M
|
+$4.93M
|
+197,406
|
+25%
|
|
|
14
|
Mariner
Overland Park,
Kansas
|
$22.5M
|
+$14.8M
|
+593,079
|
+194%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.1M
|
+$3.12M
|
+125,031
|
+17%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$21.7M
|
-$4.69M
|
-187,874
|
-18%
|
|
|
17
|
RVW Wealth
Los Angeles,
California
|
$19.2M
|
-$2.02M
|
-80,859
|
-10%
|
|
|
18
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$19.1M
|
–
|
–
|
–
|
|
|
19
|
Corda Investment Management
Houston,
Texas
|
$18.6M
|
-$2.01M
|
-80,347
|
-10%
|
|
|
20
|
Summitry LLC
Foster City,
California
|
$17.7M
|
-$214K
|
-8,552
|
-1%
|
|
|
21
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$17M
|
+$765K
|
+30,620
|
+5%
|
|
|
22
|
InterOcean Capital Group
Nashville,
Tennessee
|
$16.9M
|
+$3.6M
|
+144,033
|
+27%
|
|
|
23
|
Central Trust Company
Jefferson City,
Missouri
|
$16.8M
|
+$959K
|
+38,419
|
+6%
|
|
|
24
|
NovaPoint Capital
Atlanta,
Georgia
|
$16.4M
|
+$5.34M
|
+213,839
|
+49%
|
|
|
25
|
Capital Investment Advisors
Atlanta,
Georgia
|
$15.8M
|
+$318K
|
+12,717
|
+2%
|
|
