|
1
|
Bank of America
Charlotte,
North Carolina
|
$141M
|
+$24.1M
|
+994,534
|
+21%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$82.5M
|
+$42.5M
|
+1,754,960
|
+107%
|
|
|
3
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$61.1M
|
-$5.34M
|
-220,305
|
-8%
|
|
|
4
|
|
$50.2M
|
+$8.19M
|
+338,015
|
+20%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$46.7M
|
+$5.07M
|
+209,107
|
+12%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$37.4M
|
+$180K
|
+7,438
|
+0.5%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$34.8M
|
+$6.19M
|
+255,640
|
+22%
|
|
|
8
|
US Bancorp
Minneapolis,
Minnesota
|
$33.4M
|
-$1.18M
|
-48,901
|
-3%
|
|
|
9
|
Summitry LLC
Foster City,
California
|
$31.9M
|
-$470K
|
-19,404
|
-1%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$30.6M
|
+$4.58M
|
+189,268
|
+18%
|
|
|
11
|
Mercer Global Advisors
Denver,
Colorado
|
$28.1M
|
+$4.41M
|
+182,105
|
+19%
|
|
|
12
|
Sigma Investment Counselors
Northville,
Michigan
|
$25.4M
|
-$1.72M
|
-70,949
|
-6%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$25.1M
|
+$3.47M
|
+143,066
|
+16%
|
|
|
14
|
Corda Investment Management
Houston,
Texas
|
$23.6M
|
+$47K
|
+1,941
|
+0.2%
|
|
|
15
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$20.8M
|
+$8.68M
|
+358,462
|
+75%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20M
|
+$5.11M
|
+210,834
|
+35%
|
|
|
17
|
RVW Wealth
Los Angeles,
California
|
$19.9M
|
+$9.62M
|
+397,064
|
+94%
|
|
|
18
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$18.6M
|
+$1.14M
|
+47,042
|
+7%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$16.1M
|
–
|
–
|
–
|
|
|
20
|
Gateway Advisory
Westfield,
New Jersey
|
$16.1M
|
-$7.87M
|
-324,938
|
-33%
|
|
|
21
|
Central Trust Company
Jefferson City,
Missouri
|
$13.3M
|
+$938K
|
+38,728
|
+8%
|
|
|
22
|
MV Capital Management
Bethesda,
Maryland
|
$12.7M
|
+$12.7M
|
+523,692
|
New
|
|
|
23
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$12.5M
|
+$2.02M
|
+83,589
|
+19%
|
|
|
24
|
NewEdge Advisors
New Orleans,
Louisiana
|
$12.3M
|
+$18.5M
|
+763,281
|
+379%
|
|
|
25
|
Summit Asset Management
Memphis,
Tennessee
|
$12.2M
|
+$2.41M
|
+99,571
|
+25%
|
|
