|
1
|
|
$66.8M
|
+$6.7M
|
+193,787
|
+12%
|
|
|
2
|
Morningstar Investment Services
Chicago,
Illinois
|
$39.1M
|
+$2.25M
|
+64,947
|
+6%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$34M
|
-$207K
|
-5,985
|
-0.6%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$19.9M
|
-$932K
|
-26,929
|
-5%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$18.6M
|
+$5.28M
|
+152,674
|
+43%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.1M
|
-$80K
|
-2,311
|
-0.5%
|
|
|
7
|
Arlington Partners
Birmingham,
Alabama
|
$16.9M
|
-$10.5M
|
-304,635
|
-40%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$16.4M
|
-$325K
|
-9,398
|
-2%
|
|
|
9
|
Evergreen Capital Management
Bellevue,
Washington
|
$13.3M
|
+$321K
|
+9,269
|
+3%
|
|
|
10
|
|
$12.2M
|
+$823K
|
+23,802
|
+8%
|
|
|
11
|
Breiter Capital Management
Bradenton,
Florida
|
$10.8M
|
+$807K
|
+23,313
|
+9%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$8.52M
|
+$343K
|
+9,925
|
+4%
|
|
|
13
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$8.27M
|
+$1.35M
|
+39,043
|
+21%
|
|
|
14
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$7.95M
|
+$39.1K
|
+1,129
|
+0.5%
|
|
|
15
|
Global Endowment Management
Charlotte,
North Carolina
|
$7.83M
|
+$484K
|
+14,000
|
+7%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.43M
|
+$366K
|
+10,593
|
+5%
|
|
|
17
|
Venturi Wealth Management
Austin,
Texas
|
$7.38M
|
-$765K
|
-22,105
|
-10%
|
|
|
18
|
Golden Green
Seneca,
South Carolina
|
$6.69M
|
+$3.03M
|
+87,591
|
+91%
|
|
|
19
|
Cetera Advisor Networks
El Segundo,
California
|
$6.64M
|
+$5M
|
+144,544
|
+377%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$5.55M
|
-$3.71M
|
-107,191
|
-41%
|
|
|
21
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$4.76M
|
-$34.4K
|
-995
|
-0.8%
|
|
|
22
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$4.41M
|
+$12.3K
|
+355
|
+0.3%
|
|
|
23
|
Fortis Advisors
Wayne,
Pennsylvania
|
$4.13M
|
+$20.3K
|
+587
|
+0.4%
|
|
|
24
|
SOL Capital Management
Rockville,
Maryland
|
$4.13M
|
-$192K
|
-5,561
|
-5%
|
|
|
25
|
Verity & Verity
Beaufort,
South Carolina
|
$3.43M
|
–
|
–
|
–
|
|
