|
1
|
|
$104M
|
+$29.5M
|
+342,817
|
+45%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$94.1M
|
+$11.6M
|
+135,169
|
+16%
|
|
|
3
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$92.1M
|
–
|
–
|
–
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$41M
|
+$1.13M
|
+13,128
|
+3%
|
|
|
5
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$32.1M
|
+$2.21M
|
+25,736
|
+8%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$29.1M
|
-$204K
|
-2,372
|
-0.8%
|
|
|
7
|
Gratus Capital
Atlanta,
Georgia
|
$28.8M
|
-$65.5K
|
-762
|
-0.2%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$23.8M
|
-$1.45M
|
-16,837
|
-6%
|
|
|
9
|
Soltis Investment Advisors
St. George,
Utah
|
$19.2M
|
+$3.61K
|
+42
|
+0%
|
|
|
10
|
Meitav Investment House
Bene-Beraq,
Israel
|
$19.1M
|
-$3.26M
|
-37,927
|
-16%
|
|
|
11
|
WNY Asset Management
Williamsville,
New York
|
$18.4M
|
+$37.1K
|
+431
|
+0.2%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$17.7M
|
-$676K
|
-7,858
|
-4%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$14.9M
|
+$50.5K
|
+587
|
+0.4%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.1M
|
+$3.66M
|
+42,544
|
+40%
|
|
|
15
|
Bridgeworth
Birmingham,
Alabama
|
$13.3M
|
-$198K
|
-2,303
|
-2%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13M
|
+$586K
|
+6,818
|
+5%
|
|
|
17
|
Cetera Advisor Networks
El Segundo,
California
|
$11.6M
|
-$738K
|
-8,585
|
-7%
|
|
|
18
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
|
$11.1M
|
–
|
–
|
–
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.1M
|
-$1.47M
|
-17,149
|
-14%
|
|
|
20
|
Pathstone Holdings
Englewood,
New Jersey
|
$9.85M
|
+$9.01M
|
+104,842
|
New
|
|
|
21
|
Old National Bancorp
Evansville,
Indiana
|
$9.58M
|
+$388K
|
+4,514
|
+5%
|
|
|
22
|
D.A. Davidson & Co
Great Falls,
Montana
|
$8.97M
|
-$1.09M
|
-12,674
|
-12%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.9M
|
+$634K
|
+7,373
|
+8%
|
|
|
24
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$8.59M
|
-$833K
|
-9,687
|
-10%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.2M
|
+$465K
|
+5,409
|
+8%
|
|
