|
1
|
Bank of America
Charlotte,
North Carolina
|
$150M
|
-$6.26M
|
-255,533
|
-4%
|
|
|
2
|
Houlihan Financial Resource Group
Ashburn,
Virginia
|
$125M
|
+$120M
|
+4,898,372
|
+2,321%
|
|
|
3
|
|
$77.7M
|
+$12.1M
|
+495,939
|
+18%
|
|
|
4
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$73.9M
|
+$3.47M
|
+141,901
|
+5%
|
|
|
5
|
NewEdge Advisors
New Orleans,
Louisiana
|
$58.6M
|
+$14.7M
|
+599,867
|
+33%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$58.2M
|
+$3.43M
|
+140,288
|
+6%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$40.9M
|
+$2.62M
|
+107,192
|
+7%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$38.1M
|
-$4.79M
|
-195,742
|
-11%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$36.1M
|
+$1.59M
|
+64,737
|
+5%
|
|
|
10
|
Mercer Global Advisors
Denver,
Colorado
|
$35M
|
+$3.3M
|
+134,762
|
+10%
|
|
|
11
|
US Bancorp
Minneapolis,
Minnesota
|
$33.7M
|
+$394K
|
+16,108
|
+1%
|
|
|
12
|
Summitry LLC
Foster City,
California
|
$33.2M
|
+$665K
|
+27,141
|
+2%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$33.1M
|
+$3.23M
|
+131,739
|
+11%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$31.5M
|
+$2.32M
|
+94,659
|
+8%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$27M
|
+$382K
|
+15,604
|
+1%
|
|
|
16
|
Corda Investment Management
Houston,
Texas
|
$26.4M
|
-$25.5M
|
-1,041,323
|
Closed
|
|
|
17
|
Sigma Investment Counselors
Northville,
Michigan
|
$23.7M
|
-$366K
|
-14,956
|
-2%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$22.5M
|
+$1.72M
|
+70,400
|
+8%
|
|
|
19
|
RVW Wealth
Los Angeles,
California
|
$19.1M
|
+$93.6K
|
+3,823
|
+0.5%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$18.5M
|
-$16.7M
|
-682,179
|
Closed
|
|
|
21
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$18.2M
|
-$18.2K
|
-745
|
-0.1%
|
|
|
22
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$17.7M
|
–
|
–
|
–
|
|
|
23
|
Gateway Advisory
Westfield,
New Jersey
|
$16.8M
|
-$235K
|
-9,604
|
-1%
|
|
|
24
|
MV Capital Management
Bethesda,
Maryland
|
$16M
|
+$958K
|
+39,131
|
+6%
|
|
|
25
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$14.9M
|
+$412K
|
+16,832
|
+3%
|
|
