|
1
|
|
$380M
|
+$13.2M
|
+109,315
|
+4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$373M
|
-$11.3M
|
-93,761
|
-3%
|
|
|
3
|
Sherman Porfolios
Coeur D'alene,
Idaho
|
$230M
|
+$234M
|
+1,940,467
|
New
|
|
|
4
|
Fidelity Investments
Boston,
Massachusetts
|
$193M
|
+$37.4M
|
+309,552
|
+23%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$170M
|
+$20.9M
|
+173,373
|
+14%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$129M
|
+$4.73M
|
+39,193
|
+4%
|
|
|
7
|
USA Financial Formulas
Ada,
Michigan
|
$110M
|
+$112M
|
+927,820
|
New
|
|
|
8
|
LPL Financial
San Diego,
California
|
$103M
|
-$3.16M
|
-26,188
|
-3%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$100M
|
+$16.5M
|
+136,605
|
+19%
|
|
|
10
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$91.8M
|
-$1.17M
|
-9,677
|
-1%
|
|
|
11
|
Modera Wealth Management
Westwood,
New Jersey
|
$84.3M
|
-$3.33M
|
-27,566
|
-4%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$69.8M
|
+$26.6M
|
+220,567
|
+60%
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$65.7M
|
-$369K
|
-3,058
|
-0.5%
|
|
|
14
|
M&T Bank
Buffalo,
New York
|
$65.3M
|
-$277K
|
-2,291
|
-0.4%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$65.3M
|
+$4.04M
|
+33,430
|
+6%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$59.7M
|
+$226K
|
+1,869
|
+0.4%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$56.1M
|
-$2.23M
|
-18,469
|
-4%
|
|
|
18
|
Modern Wealth Management
Lenexa,
Kansas
|
$48.9M
|
+$49.3M
|
+408,412
|
+11,921%
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
$47.4M
|
+$10.3M
|
+85,165
|
+27%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$44.5M
|
-$793K
|
-6,563
|
-2%
|
|
|
21
|
Jones Financial Companies
Des Peres,
Missouri
|
$43.7M
|
+$4.58M
|
+37,935
|
+11%
|
|
|
22
|
Regions Financial Corp
Birmingham,
Alabama
|
$43.5M
|
-$1.85M
|
-15,338
|
-4%
|
|
|
23
|
World Investment Advisors
Santa Barbara,
California
|
$40.6M
|
+$5.1M
|
+42,188
|
+14%
|
|
|
24
|
|
$38M
|
+$936K
|
+7,746
|
+2%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$35.9M
|
-$357K
|
-2,953
|
-1%
|
|
