|
1
|
Bank of America
Charlotte,
North Carolina
|
$147M
|
+$21.3M
|
+682,431
|
+17%
|
|
|
2
|
|
$126M
|
+$41.4M
|
+1,326,197
|
+51%
|
|
|
3
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$54.4M
|
–
|
–
|
–
|
|
|
4
|
Colony Group
Boston,
Massachusetts
|
$25.4M
|
-$110K
|
-3,536
|
-0.4%
|
|
|
5
|
RPTC Inc
Jackson,
Wyoming
|
$13.3M
|
+$6.68M
|
+214,250
|
+105%
|
|
|
6
|
Fluent Financial
Dallas,
Texas
|
$9.09M
|
+$8.67M
|
+277,910
|
New
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$8.49M
|
+$3.6M
|
+115,499
|
+76%
|
|
|
8
|
|
$6.13M
|
-$547K
|
-17,527
|
-8%
|
|
|
9
|
Trilogy Capital
Irvine,
California
|
$5.09M
|
+$4.99M
|
+160,059
|
New
|
|
|
10
|
|
$4.86M
|
+$3.42M
|
+109,474
|
+253%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.68M
|
-$166K
|
-5,322
|
-3%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$4.5M
|
+$481K
|
+15,423
|
+12%
|
|
|
13
|
Cerity Partners OCIO
New York
|
$4.33M
|
+$4.02M
|
+128,978
|
+1,811%
|
|
|
14
|
Berman Capital Advisors
Atlanta,
Georgia
|
$4.23M
|
+$4.16M
|
+133,193
|
New
|
|
|
15
|
Edge Advisors
Atlanta,
Georgia
|
$3.78M
|
+$552K
|
+17,694
|
+17%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$3.57M
|
+$457K
|
+14,653
|
+15%
|
|
|
17
|
Country Club Trust
Kansas City,
Missouri
|
$3.48M
|
+$1.14M
|
+36,590
|
+50%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.34M
|
+$142K
|
+4,544
|
+5%
|
|
|
19
|
Smart Money Group
Eastland,
Texas
|
$3.09M
|
+$3.03M
|
+97,065
|
New
|
|
|
20
|
Silicon Valley Capital Partners
San Jose,
California
|
$2.91M
|
-$686K
|
-22,001
|
-19%
|
|
|
21
|
Cetera Advisors
Denver,
Colorado
|
$2.68M
|
+$977K
|
+31,331
|
+59%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.43M
|
-$580K
|
-18,577
|
-20%
|
|
|
23
|
Advisor Group
Phoenix,
Arizona
|
$2.38M
|
+$461K
|
+14,762
|
+25%
|
|
|
24
|
Foster & Motley
Cincinnati,
Ohio
|
$2.25M
|
+$2.21M
|
+70,769
|
New
|
|
|
25
|
|
$2.23M
|
+$80.6K
|
+2,582
|
+4%
|
|
