|
1
|
|
$97.1M
|
-$6M
|
-147,501
|
-5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$54.7M
|
+$6.74M
|
+165,673
|
+13%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$35.8M
|
+$1.02M
|
+25,124
|
+3%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$26.7M
|
+$2.48M
|
+61,012
|
+9%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$20.6M
|
-$3.06M
|
-75,157
|
-12%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$16.6M
|
+$810K
|
+19,912
|
+5%
|
|
|
7
|
Evergreen Capital Management
Bellevue,
Washington
|
$15M
|
-$2.35M
|
-57,746
|
-13%
|
|
|
8
|
|
$15M
|
+$1.55M
|
+38,055
|
+11%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.2M
|
+$507K
|
+12,463
|
+4%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$12.8M
|
-$233K
|
-5,720
|
-2%
|
|
|
11
|
Global Endowment Management
Charlotte,
North Carolina
|
$11.3M
|
-$338K
|
-8,300
|
-3%
|
|
|
12
|
Morningstar Investment Services
Chicago,
Illinois
|
$10.1M
|
-$335K
|
-8,226
|
-3%
|
|
|
13
|
MAI Capital Management
Independence,
Ohio
|
$9.98M
|
-$359K
|
-8,809
|
-3%
|
|
|
14
|
Annandale Capital
Dallas,
Texas
|
$9.81M
|
+$622K
|
+15,285
|
+6%
|
|
|
15
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$8.1M
|
+$10.2K
|
+251
|
+0.1%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$6.64M
|
+$2.84M
|
+69,879
|
+65%
|
|
|
17
|
Golden Green
Seneca,
South Carolina
|
$6.5M
|
-$2.23M
|
-54,905
|
-24%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.19M
|
-$243K
|
-5,981
|
-3%
|
|
|
19
|
Cetera Advisor Networks
El Segundo,
California
|
$5.6M
|
+$197K
|
+4,830
|
+3%
|
|
|
20
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$5.37M
|
+$1.05M
|
+25,896
|
+22%
|
|
|
21
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$4.95M
|
+$231K
|
+5,682
|
+4%
|
|
|
22
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$4.94M
|
-$17.3K
|
-426
|
-0.3%
|
|
|
23
|
Fortis Advisors
Wayne,
Pennsylvania
|
$4.85M
|
-$611K
|
-15,018
|
-9%
|
|
|
24
|
InterOcean Capital Group
Nashville,
Tennessee
|
$4.79M
|
-$6.62M
|
-162,680
|
-56%
|
|
|
25
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$4.78M
|
-$1.69M
|
-41,626
|
-25%
|
|
