|
1
|
|
$105M
|
+$2.19M
|
+53,668
|
+2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$65.4M
|
+$4.58M
|
+112,358
|
+7%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$32.8M
|
+$1.1M
|
+26,854
|
+3%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$27.3M
|
-$12.2M
|
-299,364
|
-31%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$24.3M
|
+$2.12M
|
+51,912
|
+9%
|
|
|
6
|
Evergreen Capital Management
Bellevue,
Washington
|
$17.2M
|
+$1.16M
|
+28,445
|
+7%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$17.1M
|
-$829K
|
-20,338
|
-5%
|
|
|
8
|
|
$16.1M
|
+$142K
|
+3,481
|
+0.9%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.4M
|
-$1.35M
|
-33,019
|
-9%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$12.9M
|
-$351K
|
-8,609
|
-3%
|
|
|
11
|
Annandale Capital
Dallas,
Texas
|
$11M
|
+$205K
|
+5,017
|
+2%
|
|
|
12
|
Global Endowment Management
Charlotte,
North Carolina
|
$10.6M
|
-$1.5M
|
-36,700
|
-12%
|
|
|
13
|
MAI Capital Management
Independence,
Ohio
|
$10.3M
|
-$375K
|
-9,202
|
-3%
|
|
|
14
|
Morningstar Investment Services
Chicago,
Illinois
|
$9.48M
|
-$94.9K
|
-2,326
|
-1%
|
|
|
15
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$8.24M
|
-$412K
|
-10,104
|
-5%
|
|
|
16
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$7.37M
|
+$926K
|
+22,695
|
+14%
|
|
|
17
|
Cresset Asset Management
Chicago,
Illinois
|
$6.72M
|
+$984K
|
+24,136
|
+17%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.72M
|
+$196K
|
+4,811
|
+3%
|
|
|
19
|
Cetera Advisor Networks
El Segundo,
California
|
$6.26M
|
-$127K
|
-3,112
|
-2%
|
|
|
20
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$5.49M
|
+$253K
|
+6,199
|
+5%
|
|
|
21
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$5.49M
|
+$169K
|
+4,139
|
+3%
|
|
|
22
|
Trinity Legacy Partners
Houston,
Texas
|
$5.07M
|
+$270K
|
+6,614
|
+5%
|
|
|
23
|
Fortis Advisors
Wayne,
Pennsylvania
|
$4.55M
|
-$691K
|
-16,954
|
-11%
|
|
|
24
|
Golden Green
Seneca,
South Carolina
|
$4.4M
|
-$2.71M
|
-66,554
|
-38%
|
|
|
25
|
Destiny Wealth Partners
Tavares,
Florida
|
$4.21M
|
+$710K
|
+17,409
|
+20%
|
|
