|
1
|
Bank of America
Charlotte,
North Carolina
|
$116M
|
+$4.49M
|
+181,787
|
+4%
|
|
|
2
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$65.6M
|
+$1.92M
|
+77,912
|
+3%
|
|
|
3
|
|
$41.7M
|
-$317K
|
-12,842
|
-0.7%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$41.3M
|
+$12.4M
|
+501,567
|
+41%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$39.5M
|
+$16M
|
+648,674
|
+66%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$37M
|
+$6.72M
|
+272,445
|
+22%
|
|
|
7
|
US Bancorp
Minneapolis,
Minnesota
|
$34.3M
|
+$1.46M
|
+59,075
|
+4%
|
|
|
8
|
Summitry LLC
Foster City,
California
|
$32.2M
|
+$32.9M
|
+1,332,423
|
New
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$28.4M
|
+$7.31M
|
+296,186
|
+34%
|
|
|
10
|
Sigma Investment Counselors
Northville,
Michigan
|
$26.9M
|
+$661K
|
+26,808
|
+2%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$25.8M
|
+$4.35M
|
+176,158
|
+20%
|
|
|
12
|
Gateway Advisory
Westfield,
New Jersey
|
$23.8M
|
+$16.6M
|
+674,736
|
+217%
|
|
|
13
|
Mercer Global Advisors
Denver,
Colorado
|
$23.5M
|
+$6.5M
|
+263,285
|
+37%
|
|
|
14
|
Corda Investment Management
Houston,
Texas
|
$23.4M
|
+$3.82M
|
+154,928
|
+19%
|
|
|
15
|
Karp Capital Management
Sausalito,
California
|
$22.2M
|
-$997K
|
-40,394
|
-4%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$21.4M
|
+$6.11M
|
+247,743
|
+39%
|
|
|
17
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$17.4M
|
+$2.42M
|
+98,136
|
+16%
|
|
|
18
|
|
$16.6M
|
+$16.9M
|
+686,963
|
New
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$15.2M
|
-$9.96M
|
-403,628
|
Closed
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.7M
|
-$202K
|
-8,186
|
-1%
|
|
|
21
|
Central Trust Company
Jefferson City,
Missouri
|
$12.3M
|
+$1.97M
|
+79,832
|
+19%
|
|
|
22
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$11.6M
|
+$168K
|
+6,796
|
+1%
|
|
|
23
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$10.3M
|
+$3.05M
|
+123,758
|
+41%
|
|
|
24
|
Windsor Capital Management
Phoenix,
Arizona
|
$10.3M
|
+$295K
|
+11,937
|
+3%
|
|
|
25
|
RVW Wealth
Los Angeles,
California
|
$10.2M
|
-$9.85M
|
-399,223
|
-49%
|
|
