|
1
|
Morningstar Investment Management
Chicago,
Illinois
|
$113M
|
+$5.63M
|
+186,330
|
+5%
|
|
|
2
|
|
$51.9M
|
-$10.3M
|
-340,288
|
-17%
|
|
|
3
|
Morningstar Investment Services
Chicago,
Illinois
|
$32.1M
|
+$1.7M
|
+56,343
|
+6%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$29.8M
|
-$194K
|
-6,414
|
-0.7%
|
|
|
5
|
Arlington Partners
Birmingham,
Alabama
|
$24.4M
|
+$2.28M
|
+75,322
|
+11%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$18.2M
|
+$290K
|
+9,591
|
+2%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.8M
|
+$3.9M
|
+129,093
|
+35%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$14.5M
|
-$1.45M
|
-48,033
|
-9%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$11.3M
|
+$3M
|
+99,289
|
+38%
|
|
|
10
|
Evergreen Capital Management
Bellevue,
Washington
|
$11.3M
|
-$3.37M
|
-111,552
|
-24%
|
|
|
11
|
|
$9.7M
|
+$9.43M
|
+312,360
|
New
|
|
|
12
|
Breiter Capital Management
Bradenton,
Florida
|
$8.64M
|
+$3.44M
|
+113,738
|
+71%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$8.21M
|
-$61.7K
|
-2,043
|
-0.8%
|
|
|
14
|
Venturi Wealth Management
Austin,
Texas
|
$7.12M
|
+$2.44M
|
+80,818
|
+56%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$7.1M
|
-$82.9K
|
-2,744
|
-1%
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$6.87M
|
+$1.77M
|
+58,464
|
+37%
|
|
|
17
|
Global Endowment Management
Charlotte,
North Carolina
|
$6.36M
|
–
|
–
|
–
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.13M
|
+$3.29K
|
+109
|
+0.1%
|
|
|
19
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$5.96M
|
-$2.25M
|
-74,386
|
-28%
|
|
|
20
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$4.17M
|
-$131K
|
-4,321
|
-3%
|
|
|
21
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$3.82M
|
+$98K
|
+3,245
|
+3%
|
|
|
22
|
SOL Capital Management
Rockville,
Maryland
|
$3.77M
|
+$2.6K
|
+86
|
+0.1%
|
|
|
23
|
Verity & Verity
Beaufort,
South Carolina
|
$3.38M
|
-$3.23M
|
-106,835
|
-53%
|
|
|
24
|
Fortis Advisors
Wayne,
Pennsylvania
|
$3.23M
|
+$623K
|
+20,632
|
+18%
|
|
|
25
|
Golden Green
Seneca,
South Carolina
|
$3.05M
|
+$2.91M
|
+96,465
|
New
|
|
