|
1
|
Morningstar Investment Management
Chicago,
Illinois
|
$91.7M
|
-$894K
|
-35,237
|
-1%
|
|
|
2
|
|
$53.5M
|
+$12.3M
|
+484,677
|
+32%
|
|
|
3
|
Morningstar Investment Services
Chicago,
Illinois
|
$26.1M
|
-$68.1K
|
-2,684
|
-0.3%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$25.5M
|
+$13M
|
+512,983
|
+118%
|
|
|
5
|
Arlington Partners
Birmingham,
Alabama
|
$18.7M
|
-$209K
|
-8,255
|
-1%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$15.2M
|
-$965K
|
-38,026
|
-6%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$13.7M
|
+$4.79M
|
+188,737
|
+59%
|
|
|
8
|
Curi RMB Capital
Chicago,
Illinois
|
$12.7M
|
+$11.9M
|
+469,758
|
New
|
|
|
9
|
Evergreen Capital Management
Bellevue,
Washington
|
$12.6M
|
-$3M
|
-118,294
|
-20%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.97M
|
+$956K
|
+37,679
|
+11%
|
|
|
11
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$7.08M
|
-$75.8K
|
-2,988
|
-1%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$7.06M
|
+$2.32M
|
+91,620
|
+54%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$6.97M
|
+$48.9K
|
+1,927
|
+0.8%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$6.13M
|
+$542K
|
+21,359
|
+10%
|
|
|
15
|
Verity & Verity
Beaufort,
South Carolina
|
$5.85M
|
+$237K
|
+9,322
|
+5%
|
|
|
16
|
Global Endowment Management
Charlotte,
North Carolina
|
$5.43M
|
-$181K
|
-7,133
|
-3%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.22M
|
+$21.9K
|
+865
|
+0.4%
|
|
|
18
|
Annandale Capital
Dallas,
Texas
|
$4.8M
|
+$4.52M
|
+178,130
|
New
|
|
|
19
|
Breiter Capital Management
Bradenton,
Florida
|
$4.3M
|
+$141K
|
+5,543
|
+4%
|
|
|
20
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$4.29M
|
-$1.52M
|
-60,088
|
-27%
|
|
|
21
|
Venturi Wealth Management
Austin,
Texas
|
$3.89M
|
+$3.2M
|
+126,035
|
+684%
|
|
|
22
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$3.67M
|
-$298K
|
-11,748
|
-8%
|
|
|
23
|
SOL Capital Management
Rockville,
Maryland
|
$3.21M
|
-$34.5K
|
-1,359
|
-1%
|
|
|
24
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$3.17M
|
+$177K
|
+6,960
|
+6%
|
|
|
25
|
Fortis Advisors
Wayne,
Pennsylvania
|
$3.08M
|
+$115K
|
+4,526
|
+4%
|
|
