|
1
|
Bank of America
Charlotte,
North Carolina
|
$115M
|
-$5.38M
|
-88,948
|
-5%
|
|
|
2
|
|
$96.5M
|
+$10.5M
|
+173,226
|
+12%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$89.8M
|
+$4.65M
|
+76,888
|
+6%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$58.1M
|
+$2.99M
|
+49,326
|
+6%
|
|
|
5
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$45.8M
|
+$4.54M
|
+74,933
|
+11%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$43M
|
+$13.5M
|
+222,423
|
+47%
|
|
|
7
|
Heartwood Wealth Management
London,
United Kingdom
|
$26M
|
-$118K
|
-1,951
|
-0.5%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$21.8M
|
-$3.73M
|
-61,617
|
-15%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$18.3M
|
+$692K
|
+11,433
|
+4%
|
|
|
10
|
Capital Advantage
Walnut Creek,
California
|
$15.2M
|
+$15M
|
+247,129
|
New
|
|
|
11
|
Savant Capital
Rockford,
Illinois
|
$11M
|
-$165K
|
-2,723
|
-2%
|
|
|
12
|
Avior Wealth Management
Omaha,
Nebraska
|
$8.97M
|
-$9.14K
|
-151
|
-0.1%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.81M
|
+$673K
|
+11,116
|
+8%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$8.07M
|
-$5.22M
|
-86,294
|
-40%
|
|
|
15
|
Alexandria Capital
Arlington,
Virginia
|
$8M
|
-$150K
|
-2,483
|
-2%
|
|
|
16
|
Leavell Investment Management
Mobile,
Alabama
|
$6.88M
|
+$6.77M
|
+111,845
|
New
|
|
|
17
|
Old National Bancorp
Evansville,
Indiana
|
$4.98M
|
+$13.6K
|
+225
|
+0.3%
|
|
|
18
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$4.76M
|
-$181K
|
-2,997
|
-4%
|
|
|
19
|
Blue Edge Capital
Richmond,
Virginia
|
$4.4M
|
+$62.3K
|
+1,029
|
+2%
|
|
|
20
|
AGF Investments Inc
Toronto,
Ontario, Canada
|
$4.38M
|
+$4.31M
|
+71,122
|
New
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$4.28M
|
+$567K
|
+9,366
|
+16%
|
|
|
22
|
SOL Capital Management
Rockville,
Maryland
|
$3.9M
|
+$295K
|
+4,880
|
+8%
|
|
|
23
|
Credit Suisse
Zurich,
Switzerland
|
$3.34M
|
+$3.28M
|
+54,233
|
New
|
|
|
24
|
M&T Bank
Buffalo,
New York
|
$2.85M
|
+$31.1K
|
+513
|
+1%
|
|
|
25
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$2.46M
|
-$41.2K
|
-681
|
-2%
|
|
