|
1
|
Wells Fargo
San Francisco,
California
|
$78.8M
|
-$1.01M
|
-19,146
|
-1%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$69.9M
|
+$1.8M
|
+34,210
|
+3%
|
|
|
3
|
|
$63.5M
|
+$4.57M
|
+86,737
|
+8%
|
|
|
4
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$47.6M
|
+$5.09M
|
+96,587
|
+12%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$38.8M
|
-$5.48M
|
-103,901
|
-12%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.9M
|
+$1.34M
|
+25,427
|
+8%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.3M
|
+$9.59M
|
+181,966
|
+206%
|
|
|
8
|
|
$13.7M
|
-$1.3M
|
-24,619
|
-9%
|
|
|
9
|
D.J. St. Germain
Springfield,
Massachusetts
|
$11.4M
|
-$1.06M
|
-20,197
|
-9%
|
|
|
10
|
McGowan Group Asset Management
Dallas,
Texas
|
$11.3M
|
+$455K
|
+8,634
|
+4%
|
|
|
11
|
Mercer Global Advisors
Denver,
Colorado
|
$10.2M
|
+$10.2M
|
+193,289
|
New
|
|
|
12
|
JBJ Investment Partners
Charleston,
South Carolina
|
$9.19M
|
+$590K
|
+11,196
|
+7%
|
|
|
13
|
First Allied Advisory Services
San Diego,
California
|
$8.69M
|
-$543K
|
-10,306
|
-6%
|
|
|
14
|
Columbus Macro
New Castle,
Pennsylvania
|
$8.06M
|
-$96.3K
|
-1,827
|
-1%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$7.47M
|
-$457K
|
-8,678
|
-6%
|
|
|
16
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$7M
|
+$160K
|
+3,032
|
+2%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.97M
|
+$845K
|
+16,037
|
+17%
|
|
|
18
|
Maryland Capital Management
Towson,
Maryland
|
$5.17M
|
+$658K
|
+12,485
|
+15%
|
|
|
19
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$4.56M
|
+$923K
|
+17,521
|
+26%
|
|
|
20
|
AssetMark Inc
Concord,
California
|
$4.37M
|
+$11.4K
|
+216
|
+0.3%
|
|
|
21
|
RPTC Inc
Jackson,
Wyoming
|
$4.18M
|
+$84.4K
|
+1,601
|
+2%
|
|
|
22
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$4.02M
|
+$10.5K
|
+200
|
+0.3%
|
|
|
23
|
|
$3.94M
|
-$98.3K
|
-1,865
|
-2%
|
|
|
24
|
SWS Partners
Columbus,
Ohio
|
$3.92M
|
+$3.83M
|
+72,731
|
New
|
|
|
25
|
Global Financial Private Capital
Sarasota,
Florida
|
$3.52M
|
-$576K
|
-10,937
|
-14%
|
|
