|
1
|
Mercer Global Advisors
Denver,
Colorado
|
$66.7M
|
+$13.6M
|
+450,630
|
+27%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$65.8M
|
+$12.7M
|
+421,087
|
+25%
|
|
|
3
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$12.5M
|
+$457K
|
+15,148
|
+4%
|
|
|
4
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$9.68M
|
+$9.37M
|
+310,665
|
New
|
|
|
5
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$7.48M
|
–
|
–
|
–
|
|
|
6
|
Ackerman Capital Advisors
Dallas,
Texas
|
$6.91M
|
+$158K
|
+5,255
|
+2%
|
|
|
7
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$5.37M
|
+$5.2M
|
+172,303
|
New
|
|
|
8
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$5.33M
|
+$537K
|
+17,821
|
+12%
|
|
|
9
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$5.32M
|
+$1.08M
|
+35,843
|
+27%
|
|
|
10
|
|
$4.65M
|
-$1.45M
|
-48,201
|
-24%
|
|
|
11
|
|
$4.16M
|
-$2.14M
|
-71,056
|
-35%
|
|
|
12
|
FAS Wealth Partners
Leawood,
Kansas
|
$4.12M
|
+$16.4K
|
+544
|
+0.4%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.25M
|
+$3.15M
|
+104,426
|
New
|
|
|
14
|
Surevest
Los Angeles,
California
|
$3.19M
|
-$167K
|
-5,551
|
-5%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.04M
|
+$1.87M
|
+61,856
|
+174%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.75M
|
-$226K
|
-7,498
|
-8%
|
|
|
17
|
Stringer Asset Management
Memphis,
Tennessee
|
$2.5M
|
-$158K
|
-5,237
|
-6%
|
|
|
18
|
Richard P. Slaughter Associates
Austin,
Texas
|
$2.32M
|
+$2.25M
|
+74,479
|
New
|
|
|
19
|
OmniStar Financial Group
Wilmington,
North Carolina
|
$2.32M
|
-$14.2K
|
-471
|
-0.6%
|
|
|
20
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.13M
|
–
|
–
|
–
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$1.91M
|
+$103K
|
+3,419
|
+6%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$1.81M
|
+$203K
|
+6,720
|
+13%
|
|
|
23
|
United Services Automobile Association
San Antonio,
Texas
|
$1.47M
|
–
|
–
|
–
|
|
|
24
|
Victory Capital Management
San Antonio,
Texas
|
$1.47M
|
–
|
–
|
–
|
|
|
25
|
|
$1.29M
|
-$1.31M
|
-43,488
|
-51%
|
|
