|
1
|
Bank of America
Charlotte,
North Carolina
|
$157M
|
+$14.4M
|
+589,125
|
+10%
|
|
|
2
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$70.8M
|
+$9.18M
|
+375,505
|
+15%
|
|
|
3
|
|
$66M
|
+$15.3M
|
+625,840
|
+30%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$55.1M
|
-$27.9M
|
-1,142,894
|
-34%
|
|
|
5
|
NewEdge Advisors
New Orleans,
Louisiana
|
$44.2M
|
+$20.5M
|
+838,532
|
+87%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$43.1M
|
-$3.95M
|
-161,824
|
-8%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$38.5M
|
+$7.6M
|
+310,832
|
+25%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$34.7M
|
-$3.02M
|
-123,519
|
-8%
|
|
|
9
|
US Bancorp
Minneapolis,
Minnesota
|
$33.6M
|
-$79.4K
|
-3,251
|
-0.2%
|
|
|
10
|
Summitry LLC
Foster City,
California
|
$32.8M
|
+$551K
|
+22,529
|
+2%
|
|
|
11
|
Mercer Global Advisors
Denver,
Colorado
|
$32M
|
+$3.58M
|
+146,401
|
+13%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$30.1M
|
+$4.82M
|
+197,102
|
+19%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$29.4M
|
-$5.67M
|
-231,920
|
-16%
|
|
|
14
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$27.3M
|
+$8.6M
|
+351,908
|
+46%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$26.8M
|
+$6.64M
|
+271,592
|
+33%
|
|
|
16
|
Corda Investment Management
Houston,
Texas
|
$25.5M
|
+$1.74M
|
+71,105
|
+7%
|
|
|
17
|
Sigma Investment Counselors
Northville,
Michigan
|
$24.2M
|
-$1.44M
|
-59,095
|
-6%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$20.9M
|
+$13.9M
|
+567,538
|
+199%
|
|
|
19
|
RVW Wealth
Los Angeles,
California
|
$19.1M
|
-$954K
|
-39,025
|
-5%
|
|
|
20
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$18.3M
|
-$2.26M
|
-92,535
|
-11%
|
|
|
21
|
Gateway Advisory
Westfield,
New Jersey
|
$17.1M
|
+$882K
|
+36,107
|
+5%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$16.7M
|
+$16.7M
|
+682,179
|
New
|
|
|
23
|
MV Capital Management
Bethesda,
Maryland
|
$15.2M
|
+$2.32M
|
+94,976
|
+18%
|
|
|
24
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$14.6M
|
+$2.03M
|
+83,004
|
+16%
|
|
|
25
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$13.8M
|
–
|
–
|
–
|
|
