|
1
|
UBS Group
Zurich,
Switzerland
|
$47.9M
|
+$22.1M
|
+590,967
|
+30%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$36.8M
|
+$30M
|
+803,306
|
+70%
|
|
|
3
|
|
$29.6M
|
+$3.68M
|
+98,676
|
+7%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$15M
|
-$9.03M
|
-242,062
|
-23%
|
|
|
5
|
Evergreen Capital Management
Bellevue,
Washington
|
$13.6M
|
-$13.7M
|
-367,759
|
-34%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.5M
|
+$1.26M
|
+33,812
|
+6%
|
|
|
7
|
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
$9.38M
|
+$18.5M
|
+496,267
|
New
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$8.55M
|
-$38.2M
|
-1,022,774
|
-69%
|
|
|
9
|
McGowan Group Asset Management
Dallas,
Texas
|
$8.07M
|
-$558K
|
-14,943
|
-3%
|
|
|
10
|
|
$7.5M
|
-$908K
|
-24,323
|
-6%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.99M
|
-$6.74M
|
-180,466
|
-36%
|
|
|
12
|
JBJ Investment Partners
Charleston,
South Carolina
|
$5.2M
|
+$1.92M
|
+51,360
|
+23%
|
|
|
13
|
|
$4.45M
|
-$1.04M
|
-27,859
|
-11%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.65M
|
+$4.34M
|
+116,294
|
+152%
|
|
|
15
|
Gradient Investments
Arden Hills,
Minnesota
|
$2.9M
|
+$366K
|
+9,804
|
+7%
|
|
|
16
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$2.37M
|
+$176K
|
+4,714
|
+4%
|
|
|
17
|
TIAA FSB
Jacksonville,
Florida
|
$1.97M
|
+$3.88M
|
+104,071
|
New
|
|
|
18
|
RPTC Inc
Jackson,
Wyoming
|
$1.6M
|
+$77.9K
|
+2,086
|
+3%
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.58M
|
+$1.88M
|
+50,354
|
+152%
|
|
|
20
|
PFS Investments
Duluth,
Georgia
|
$1.56M
|
+$430K
|
+11,522
|
+16%
|
|
|
21
|
|
$1.49M
|
+$2.53M
|
+67,892
|
+622%
|
|
|
22
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$1.43M
|
-$157K
|
-4,219
|
-5%
|
|
|
23
|
Almitas Capital
Santa Monica,
California
|
$1.32M
|
+$1.57M
|
+42,000
|
+150%
|
|
|
24
|
Global Financial Private Capital
Sarasota,
Florida
|
$1.31M
|
+$472K
|
+12,656
|
+22%
|
|
|
25
|
Swaine & Leidel Wealth Services
Sebring,
Florida
|
$1.24M
|
+$71.2K
|
+1,908
|
+3%
|
|
