|
1
|
Wells Fargo
San Francisco,
California
|
$17.5M
|
+$14.3M
|
+153,228
|
+508%
|
|
|
2
|
Morningstar Investment Services
Chicago,
Illinois
|
$14M
|
+$13.7M
|
+146,604
|
New
|
|
|
3
|
|
$13.3M
|
+$370K
|
+3,964
|
+3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$12.6M
|
-$7.52M
|
-80,475
|
-38%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$4.57M
|
+$4.13M
|
+44,276
|
+1,238%
|
|
|
6
|
Kanaly Trust
Houston,
Texas
|
$3.77M
|
-$818K
|
-8,755
|
-18%
|
|
|
7
|
|
$2.54M
|
+$1.41M
|
+15,121
|
+130%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.45M
|
-$28.6K
|
-306
|
-1%
|
|
|
9
|
Regal Investment Advisors
Kentwood,
Michigan
|
$1.94M
|
+$1.9M
|
+20,373
|
New
|
|
|
10
|
|
$1.87M
|
+$32.7K
|
+350
|
+2%
|
|
|
11
|
|
$1.37M
|
+$109K
|
+1,168
|
+9%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.18M
|
+$387K
|
+4,140
|
+50%
|
|
|
13
|
KeyBank National Association
Cleveland,
Ohio
|
$1.13M
|
+$69.6K
|
+745
|
+7%
|
|
|
14
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$1.11M
|
–
|
–
|
–
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.01M
|
-$654K
|
-7,008
|
-40%
|
|
|
16
|
United Capital Financial Advisors
Irving,
Texas
|
$613K
|
-$92.2K
|
-987
|
-13%
|
|
|
17
|
Twele Capital Management
Minnetonka,
Minnesota
|
$543K
|
–
|
–
|
–
|
|
|
18
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$533K
|
–
|
–
|
–
|
|
|
19
|
|
$429K
|
-$1.31K
|
-14
|
-0.3%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$428K
|
+$400K
|
+4,286
|
+2,022%
|
|
|
21
|
Courage Miller Partners
Norfolk,
Virginia
|
$424K
|
+$25.2K
|
+270
|
+6%
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$372K
|
+$266K
|
+2,847
|
+268%
|
|
|
23
|
HM Payson & Co
Portland,
Maine
|
$347K
|
–
|
–
|
–
|
|
|
24
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$343K
|
+$336K
|
+3,603
|
New
|
|
|
25
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$333K
|
–
|
–
|
–
|
|
