|
1
|
United Capital Financial Advisors
Irving,
Texas
|
$37.9M
|
-$7.2M
|
-135,144
|
-16%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$37.5M
|
-$16.3M
|
-306,572
|
-30%
|
|
|
3
|
|
$35.5M
|
-$4.31M
|
-80,896
|
-11%
|
|
|
4
|
Destination Wealth Management
Walnut Creek,
California
|
$18.7M
|
+$11.8K
|
+222
|
+0.1%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$16.8M
|
-$9.01M
|
-169,216
|
-35%
|
|
|
6
|
|
$16.3M
|
+$2.91M
|
+54,664
|
+21%
|
|
|
7
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$13M
|
+$4.16M
|
+78,116
|
+46%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$7.35M
|
+$577K
|
+10,836
|
+8%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$6.22M
|
-$25M
|
-469,506
|
-80%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$6.2M
|
-$7.24M
|
-135,916
|
-54%
|
|
|
11
|
Huntington National Bank
Columbus,
Ohio
|
$5.88M
|
–
|
–
|
–
|
|
|
12
|
|
$5.16M
|
+$504K
|
+9,472
|
+11%
|
|
|
13
|
Stephens Inc
Little Rock,
Arkansas
|
$3.78M
|
-$274K
|
-5,140
|
-7%
|
|
|
14
|
Credit Suisse
Zurich,
Switzerland
|
$3.64M
|
+$3.38M
|
+63,408
|
+1,117%
|
|
|
15
|
SG Americas Securities
New York
|
$3.49M
|
+$3.04M
|
+57,186
|
+624%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.42M
|
-$648K
|
-12,164
|
-16%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.39M
|
+$197K
|
+3,692
|
+6%
|
|
|
18
|
Osborn Williams & Donohoe
Cincinnati,
Ohio
|
$2.78M
|
–
|
–
|
–
|
|
|
19
|
Everett Harris & Co
Los Angeles,
California
|
$2.63M
|
-$151K
|
-2,832
|
-5%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$2.61M
|
+$199K
|
+3,732
|
+8%
|
|
|
21
|
First Allied Advisory Services
San Diego,
California
|
$2.58M
|
-$1.66M
|
-31,162
|
-39%
|
|
|
22
|
Investment Centers of America
Bismarck,
North Dakota
|
$2.52M
|
+$504K
|
+9,456
|
+25%
|
|
|
23
|
|
$2.52M
|
-$300K
|
-5,632
|
-11%
|
|
|
24
|
Dowling & Yahnke
San Diego,
California
|
$2.26M
|
-$42.6K
|
-800
|
-2%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.19M
|
+$2.22M
|
+41,636
|
New
|
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