|
1
|
|
$48.8M
|
-$116K
|
-1,730
|
-0.2%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$25.4M
|
-$1.65M
|
-24,588
|
-6%
|
|
|
3
|
Bridgeworth
Birmingham,
Alabama
|
$22M
|
+$1.92M
|
+28,688
|
+10%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.8M
|
-$561K
|
-8,378
|
-3%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$17.9M
|
+$616K
|
+9,210
|
+4%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$17.8M
|
+$772K
|
+11,538
|
+5%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$17.7M
|
-$1.5M
|
-22,364
|
-8%
|
|
|
8
|
River Global Investors
London,
United Kingdom
|
$13.9M
|
–
|
–
|
–
|
|
|
9
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$12M
|
+$11.6M
|
+173,250
|
New
|
|
|
10
|
Stephens Inc
Little Rock,
Arkansas
|
$11.1M
|
+$394K
|
+5,890
|
+4%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.3M
|
-$421K
|
-6,288
|
-4%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.75M
|
+$290K
|
+4,328
|
+6%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.03M
|
+$97.6K
|
+1,458
|
+3%
|
|
|
14
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$3.95M
|
-$303K
|
-4,528
|
-7%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.93M
|
-$848K
|
-12,666
|
-18%
|
|
|
16
|
Hollencrest Capital Management
Newport Beach,
California
|
$3.33M
|
–
|
–
|
–
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.26M
|
-$5.05M
|
-75,422
|
-62%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$3.1M
|
+$47.1K
|
+704
|
+2%
|
|
|
19
|
Private Advisor Group
Morristown,
New Jersey
|
$2.84M
|
-$32.3K
|
-482
|
-1%
|
|
|
20
|
Veritable
Wilmington,
Delaware
|
$2.77M
|
-$55.7K
|
-832
|
-2%
|
|
|
21
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$2.39M
|
–
|
–
|
–
|
|
|
22
|
Texas Capital Bancshares
Dallas,
Texas
|
$2.34M
|
-$319K
|
-4,770
|
-12%
|
|
|
23
|
Coastline Trust
Providence,
Rhode Island
|
$2.27M
|
+$60.9K
|
+910
|
+3%
|
|
|
24
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$2.17M
|
-$84.6K
|
-1,264
|
-4%
|
|
|
25
|
Cetera Advisors
Denver,
Colorado
|
$2.16M
|
+$2.14K
|
+32
|
+0.1%
|
|
