|
1
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$94.9M
|
+$87.1M
|
+1,220,000
|
New
|
|
|
2
|
|
$55.4M
|
-$5.23M
|
-73,226
|
-9%
|
|
|
3
|
Bridgeworth
Birmingham,
Alabama
|
$24.9M
|
-$137K
|
-1,924
|
-0.6%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$16.7M
|
+$485K
|
+6,788
|
+3%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$16.7M
|
-$2.16M
|
-30,314
|
-12%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$15.3M
|
+$857
|
+12
|
+0%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.2M
|
+$45.8K
|
+642
|
+0.4%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$13.9M
|
+$183K
|
+2,560
|
+1%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$13.4M
|
+$3.14K
|
+44
|
+0%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.3M
|
-$203K
|
-2,844
|
-2%
|
|
|
11
|
Stephens Inc
Little Rock,
Arkansas
|
$11M
|
-$1.43M
|
-19,988
|
-12%
|
|
|
12
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$10.6M
|
-$172K
|
-2,402
|
-2%
|
|
|
13
|
Veritable
Wilmington,
Delaware
|
$8.37M
|
-$73.7K
|
-1,032
|
-0.9%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.87M
|
+$1.89M
|
+26,418
|
+54%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.34M
|
-$419K
|
-5,872
|
-8%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.72M
|
+$226K
|
+3,166
|
+6%
|
|
|
17
|
Vanguard Group
Malvern,
Pennsylvania
|
$4.08M
|
+$3.75M
|
+52,500
|
New
|
|
|
18
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$3.55M
|
+$144K
|
+2,012
|
+5%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.23M
|
-$1.96M
|
-27,432
|
-40%
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$2.73M
|
+$2.17M
|
+30,430
|
+656%
|
|
|
21
|
Rockefeller Capital Management
New York
|
$2.7M
|
+$2.07M
|
+28,952
|
+506%
|
|
|
22
|
Private Advisor Group
Morristown,
New Jersey
|
$2.69M
|
+$98.7K
|
+1,382
|
+4%
|
|
|
23
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.62M
|
+$1.3M
|
+18,274
|
+119%
|
|
|
24
|
|
$2.6M
|
+$211K
|
+2,950
|
+10%
|
|
|
25
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$2.59M
|
-$1.8M
|
-25,154
|
-43%
|
|
