|
1
|
Bank of America
Charlotte,
North Carolina
|
$91.9M
|
-$1.44M
|
-24,416
|
-2%
|
|
|
2
|
|
$80.8M
|
+$9.75M
|
+165,035
|
+14%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$77.3M
|
+$3.81M
|
+64,503
|
+5%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$52.6M
|
+$12.4M
|
+210,341
|
+31%
|
|
|
5
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$39.8M
|
+$1.1M
|
+18,565
|
+3%
|
|
|
6
|
Heartwood Wealth Management
London,
United Kingdom
|
$25.3M
|
+$25.3M
|
+428,008
|
New
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$24.5M
|
+$12.4K
|
+210
|
+0.1%
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$18.6M
|
-$177K
|
-3,001
|
-0.9%
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$17.4M
|
+$12.9M
|
+218,853
|
+291%
|
|
|
10
|
Capital Advantage
Walnut Creek,
California
|
$14.1M
|
-$3.28M
|
-55,508
|
-19%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$11.9M
|
+$7.41M
|
+125,356
|
+162%
|
|
|
12
|
Savant Capital
Rockford,
Illinois
|
$10.9M
|
+$54.3K
|
+918
|
+0.5%
|
|
|
13
|
Alexandria Capital
Arlington,
Virginia
|
$10.1M
|
+$105K
|
+1,777
|
+1%
|
|
|
14
|
Avior Wealth Management
Omaha,
Nebraska
|
$8.44M
|
+$49.4K
|
+836
|
+0.6%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$7.29M
|
+$486K
|
+8,221
|
+7%
|
|
|
16
|
|
$7.21M
|
–
|
–
|
–
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.59M
|
+$3.24M
|
+54,770
|
+238%
|
|
|
18
|
Blue Edge Capital
Richmond,
Virginia
|
$4.38M
|
+$133K
|
+2,243
|
+4%
|
|
|
19
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$4.25M
|
-$25.6K
|
-434
|
-0.6%
|
|
|
20
|
Texas Capital Bancshares
Dallas,
Texas
|
$4.17M
|
-$4.39M
|
-74,218
|
-51%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$3.92M
|
+$731K
|
+12,373
|
+23%
|
|
|
22
|
SOL Capital Management
Rockville,
Maryland
|
$3.36M
|
+$364K
|
+6,155
|
+12%
|
|
|
23
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$3.03M
|
-$2.9K
|
-49
|
-0.1%
|
|
|
24
|
|
$2.87M
|
+$2.38M
|
+40,234
|
+477%
|
|
|
25
|
M&T Bank
Buffalo,
New York
|
$2.71M
|
-$4.31K
|
-73
|
-0.2%
|
|
