|
1
|
Sather Financial Group
Victoria,
Texas
|
$42.4M
|
+$39.2M
|
+858,012
|
New
|
|
|
2
|
|
$35.8M
|
-$5.88M
|
-128,639
|
-15%
|
|
|
3
|
BNP Paribas Financial Markets
Paris,
France
|
$24.7M
|
+$22.8M
|
+500,000
|
New
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$22.1M
|
+$14.6M
|
+318,863
|
+249%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$18.5M
|
-$368K
|
-8,059
|
-2%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$18M
|
+$6.83M
|
+149,459
|
+69%
|
|
|
7
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$17.4M
|
+$6.6M
|
+144,524
|
+70%
|
|
|
8
|
Wharton Business Group
Malvern,
Pennsylvania
|
$16.6M
|
–
|
–
|
–
|
|
|
9
|
Element Pointe Advisors
Miami,
Florida
|
$15.6M
|
+$14.4M
|
+315,903
|
New
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$13.1M
|
+$5.31M
|
+116,242
|
+79%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$11.8M
|
-$415K
|
-9,080
|
-4%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$11.2M
|
+$4.51M
|
+98,726
|
+77%
|
|
|
13
|
Bank of New York Mellon
New York
|
$9.73M
|
+$9M
|
+196,986
|
New
|
|
|
14
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$9.35M
|
+$1.29M
|
+28,250
|
+18%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.52M
|
-$3.07M
|
-67,224
|
-31%
|
|
|
16
|
Mercer Global Advisors
Denver,
Colorado
|
$6.44M
|
-$1.79M
|
-39,181
|
-23%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$5.79M
|
+$729K
|
+15,959
|
+16%
|
|
|
18
|
|
$5.72M
|
+$846K
|
+18,503
|
+19%
|
|
|
19
|
L.J. Altfest & Co
New York
|
$5.02M
|
-$250K
|
-5,468
|
-5%
|
|
|
20
|
Sage Advisory Services
Austin,
Texas
|
$4.64M
|
+$4.29M
|
+93,921
|
New
|
|
|
21
|
Merit Financial Group
Alpharetta,
Georgia
|
$4.4M
|
+$1.25M
|
+27,378
|
+44%
|
|
|
22
|
Martin & Co
Knoxville,
Tennessee
|
$4.2M
|
+$74.1K
|
+1,621
|
+2%
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.93M
|
+$1.16M
|
+25,397
|
+47%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.52M
|
-$179K
|
-3,925
|
-5%
|
|
|
25
|
Raymond James Financial
St Petersburg,
Florida
|
$3.14M
|
+$361K
|
+7,894
|
+14%
|
|
