|
1
|
Bank of America
Charlotte,
North Carolina
|
$117M
|
+$5.9M
|
+59,228
|
+5%
|
|
|
2
|
|
$97.6M
|
-$9.2M
|
-92,358
|
-9%
|
|
|
3
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$89.2M
|
–
|
–
|
–
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$56.5M
|
+$1.85M
|
+18,545
|
+3%
|
|
|
5
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$36.5M
|
+$1.54M
|
+15,439
|
+4%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$31.1M
|
+$128K
|
+1,290
|
+0.4%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$25.7M
|
+$525K
|
+5,273
|
+2%
|
|
|
8
|
Soltis Investment Advisors
St. George,
Utah
|
$23.1M
|
+$2.41M
|
+24,179
|
+12%
|
|
|
9
|
WNY Asset Management
Williamsville,
New York
|
$18.2M
|
-$1.12M
|
-11,230
|
-6%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$17.7M
|
+$1.38M
|
+13,831
|
+8%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$17.3M
|
-$2.93M
|
-29,409
|
-14%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.6M
|
+$414K
|
+4,152
|
+3%
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$15.1M
|
-$51.6K
|
-518
|
-0.3%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14.3M
|
+$401K
|
+4,027
|
+3%
|
|
|
15
|
Savant Capital
Rockford,
Illinois
|
$12.9M
|
+$11.9M
|
+119,249
|
+1,136%
|
|
|
16
|
Old National Bancorp
Evansville,
Indiana
|
$12M
|
+$1.32M
|
+13,262
|
+12%
|
|
|
17
|
D.A. Davidson & Co
Great Falls,
Montana
|
$9.75M
|
+$31.6K
|
+317
|
+0.3%
|
|
|
18
|
Sentinel Trust
Houston,
Texas
|
$9.62M
|
+$1.99M
|
+20,000
|
+26%
|
|
|
19
|
Pathstone Holdings
Englewood,
New Jersey
|
$9.34M
|
-$319K
|
-3,205
|
-3%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$9.13M
|
-$201K
|
-2,015
|
-2%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.84M
|
+$1.3M
|
+13,009
|
+17%
|
|
|
22
|
|
$8.79M
|
+$904K
|
+9,079
|
+11%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$8M
|
-$2.78M
|
-27,881
|
-26%
|
|
|
24
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$7.87M
|
-$391K
|
-3,930
|
-5%
|
|
|
25
|
|
$7.09M
|
+$6.15M
|
+61,764
|
+632%
|
|
