|
1
|
|
$104M
|
+$28.6M
|
+679,505
|
+33%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$49.3M
|
+$30.5M
|
+724,228
|
+127%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$35.4M
|
-$5.22M
|
-123,955
|
-12%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$24.9M
|
+$2.19M
|
+52,012
|
+9%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$23.8M
|
+$4.73M
|
+112,365
|
+22%
|
|
|
6
|
Evergreen Capital Management
Bellevue,
Washington
|
$17.4M
|
-$1.2M
|
-28,436
|
-6%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$16.1M
|
+$3.33M
|
+78,931
|
+23%
|
|
|
8
|
|
$13.8M
|
-$397K
|
-9,416
|
-3%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$13.2M
|
+$1.36M
|
+32,224
|
+10%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$13M
|
-$248K
|
-5,878
|
-2%
|
|
|
11
|
Global Endowment Management
Charlotte,
North Carolina
|
$11.8M
|
+$350K
|
+8,300
|
+3%
|
|
|
12
|
InterOcean Capital Group
Nashville,
Tennessee
|
$11.1M
|
+$12.2M
|
+290,567
|
New
|
|
|
13
|
MAI Capital Management
Independence,
Ohio
|
$10.5M
|
-$334K
|
-7,929
|
-3%
|
|
|
14
|
Morningstar Investment Services
Chicago,
Illinois
|
$9.75M
|
-$3.89M
|
-92,328
|
-27%
|
|
|
15
|
Annandale Capital
Dallas,
Texas
|
$9.39M
|
-$57K
|
-1,352
|
-0.5%
|
|
|
16
|
Golden Green
Seneca,
South Carolina
|
$8.7M
|
+$99.8K
|
+2,369
|
+1%
|
|
|
17
|
Essex LLC
Deer Park,
Illinois
|
$8.6M
|
-$2.46M
|
-58,420
|
-21%
|
|
|
18
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$8.23M
|
+$7.37K
|
+175
|
+0.1%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.53M
|
-$196K
|
-4,661
|
-3%
|
|
|
20
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$6.44M
|
-$103K
|
-2,442
|
-1%
|
|
|
21
|
Cetera Advisor Networks
El Segundo,
California
|
$5.51M
|
+$110K
|
+2,602
|
+2%
|
|
|
22
|
Fortis Advisors
Wayne,
Pennsylvania
|
$5.5M
|
+$1.27M
|
+30,080
|
+22%
|
|
|
23
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$5.04M
|
-$53K
|
-1,259
|
-0.9%
|
|
|
24
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$4.82M
|
+$5.32M
|
+126,356
|
New
|
|
|
25
|
Venturi Wealth Management
Austin,
Texas
|
$4.53M
|
-$508K
|
-12,055
|
-9%
|
|
