|
1
|
|
$69.4M
|
+$3.36M
|
+96,874
|
+5%
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$36M
|
+$2.3M
|
+66,235
|
+7%
|
|
|
3
|
Morningstar Investment Services
Chicago,
Illinois
|
$34.5M
|
-$4.71M
|
-135,951
|
-12%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$18.2M
|
-$117K
|
-3,377
|
-0.7%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.7M
|
-$1.04M
|
-30,135
|
-6%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$16.6M
|
+$395K
|
+11,400
|
+3%
|
|
|
7
|
Arlington Partners
Birmingham,
Alabama
|
$15.9M
|
-$842K
|
-24,277
|
-5%
|
|
|
8
|
Evergreen Capital Management
Bellevue,
Washington
|
$15.7M
|
+$2.48M
|
+71,559
|
+19%
|
|
|
9
|
Essex LLC
Deer Park,
Illinois
|
$14.5M
|
+$14M
|
+404,079
|
New
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$14.5M
|
-$5.05M
|
-145,605
|
-27%
|
|
|
11
|
|
$12.5M
|
+$464K
|
+13,374
|
+4%
|
|
|
12
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$8.64M
|
+$763K
|
+22,002
|
+10%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$7.91M
|
-$484K
|
-13,973
|
-6%
|
|
|
14
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$7.66M
|
-$487K
|
-14,059
|
-6%
|
|
|
15
|
Annandale Capital
Dallas,
Texas
|
$7.49M
|
+$7.23M
|
+208,706
|
New
|
|
|
16
|
Global Endowment Management
Charlotte,
North Carolina
|
$7.16M
|
-$548K
|
-15,800
|
-7%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.88M
|
-$440K
|
-12,696
|
-6%
|
|
|
18
|
Venturi Wealth Management
Austin,
Texas
|
$5.75M
|
-$1.49M
|
-42,914
|
-21%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$5.47M
|
-$10.6K
|
-306
|
-0.2%
|
|
|
20
|
Golden Green
Seneca,
South Carolina
|
$5.41M
|
-$1.16M
|
-33,329
|
-18%
|
|
|
21
|
Cetera Advisor Networks
El Segundo,
California
|
$5.09M
|
-$1.42M
|
-41,085
|
-22%
|
|
|
22
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$4.39M
|
-$300K
|
-8,652
|
-7%
|
|
|
23
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$4.29M
|
-$57.3K
|
-1,653
|
-1%
|
|
|
24
|
Transform Wealth
Greenwood Village,
Colorado
|
$4M
|
+$1.33M
|
+38,306
|
+52%
|
|
|
25
|
SOL Capital Management
Rockville,
Maryland
|
$3.96M
|
-$119K
|
-3,444
|
-3%
|
|
