|
1
|
|
$11.1M
|
+$2.6M
|
+54,078
|
+29%
|
|
|
2
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$11M
|
+$5.65M
|
+117,574
|
+101%
|
|
|
3
|
Raymond James Trust
St. Petersburg,
Florida
|
$10M
|
+$10.2M
|
+213,334
|
New
|
|
|
4
|
Texas Capital Bancshares
Dallas,
Texas
|
$10M
|
-$6.31M
|
-131,398
|
-38%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$8.76M
|
+$4.89M
|
+101,780
|
+117%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$8.03M
|
-$3.59M
|
-74,832
|
-30%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$6.64M
|
+$47.2K
|
+982
|
+0.7%
|
|
|
8
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$5.24M
|
+$5.37M
|
+111,732
|
New
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.89M
|
+$125K
|
+2,604
|
+3%
|
|
|
10
|
IRON Financial
Northbrook,
Illinois
|
$4.71M
|
+$92.6K
|
+1,928
|
+2%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$4.25M
|
-$66K
|
-1,374
|
-1%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.6M
|
–
|
–
|
–
|
|
|
13
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.47M
|
-$18.5K
|
-386
|
-1%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.34M
|
+$403K
|
+8,382
|
+42%
|
|
|
15
|
KeyBank National Association
Cleveland,
Ohio
|
$1.32M
|
–
|
–
|
–
|
|
|
16
|
Naples Global Advisors
Naples,
Florida
|
$1.02M
|
+$71.1K
|
+1,480
|
+7%
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$965K
|
-$95.8K
|
-1,994
|
-9%
|
|
|
18
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$812K
|
+$288
|
+6
|
+0%
|
|
|
19
|
Wellesley Investment Partners
Wellesley,
Massachusetts
|
$789K
|
+$808K
|
+16,824
|
New
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$788K
|
+$136K
|
+2,822
|
+20%
|
|
|
21
|
Vanguard Group
Malvern,
Pennsylvania
|
$706K
|
+$12.3K
|
+256
|
+2%
|
|
|
22
|
American International Group
New York
|
$694K
|
-$5K
|
-104
|
-0.7%
|
|
|
23
|
Bartlett & Co
Cincinnati,
Ohio
|
$684K
|
–
|
–
|
–
|
|
|
24
|
LifePlan Financial Group
Dayton,
Ohio
|
$669K
|
+$137K
|
+2,850
|
+25%
|
|
|
25
|
First National Bank of Omaha
Omaha,
Nebraska
|
$591K
|
–
|
–
|
–
|
|
