|
1
|
|
$107M
|
-$1.94M
|
-48,464
|
-2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$72.2M
|
+$4.02M
|
+100,325
|
+6%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$31.8M
|
-$2.33M
|
-58,071
|
-7%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$27.7M
|
-$634K
|
-15,813
|
-2%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$24.6M
|
-$621K
|
-15,509
|
-3%
|
|
|
6
|
Evergreen Capital Management
Bellevue,
Washington
|
$18.2M
|
+$262K
|
+6,532
|
+2%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$18M
|
+$132K
|
+3,289
|
+0.8%
|
|
|
8
|
|
$16.7M
|
-$50.4K
|
-1,258
|
-0.3%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.6M
|
+$704K
|
+17,576
|
+5%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$13.2M
|
-$181K
|
-4,523
|
-1%
|
|
|
11
|
Annandale Capital
Dallas,
Texas
|
$12.1M
|
+$626K
|
+15,627
|
+6%
|
|
|
12
|
Morningstar Investment Services
Chicago,
Illinois
|
$9.88M
|
+$4.97K
|
+124
|
+0.1%
|
|
|
13
|
MAI Capital Management
Independence,
Ohio
|
$9.09M
|
-$1.61M
|
-40,160
|
-16%
|
|
|
14
|
Global Endowment Management
Charlotte,
North Carolina
|
$8.94M
|
-$2M
|
-50,000
|
-19%
|
|
|
15
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$8.24M
|
+$554K
|
+13,821
|
+7%
|
|
|
16
|
Connectus Wealth
Cincinnati,
Ohio
|
$7.88M
|
+$7.6M
|
+189,679
|
New
|
|
|
17
|
Cresset Asset Management
Chicago,
Illinois
|
$7.79M
|
+$768K
|
+19,180
|
+11%
|
|
|
18
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$7.75M
|
-$792K
|
-19,757
|
-10%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.68M
|
+$669K
|
+16,696
|
+10%
|
|
|
20
|
Cetera Advisor Networks
El Segundo,
California
|
$6.53M
|
+$12.9K
|
+322
|
+0.2%
|
|
|
21
|
Trinity Legacy Partners
Houston,
Texas
|
$5.79M
|
+$502K
|
+12,523
|
+10%
|
|
|
22
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$5.54M
|
-$167K
|
-4,175
|
-3%
|
|
|
23
|
Destiny Wealth Partners
Tavares,
Florida
|
$4.96M
|
+$410K
|
+10,233
|
+10%
|
|
|
24
|
Fortis Advisors
Wayne,
Pennsylvania
|
$4.68M
|
-$1.32K
|
-33
|
-0%
|
|
|
25
|
SOL Capital Management
Rockville,
Maryland
|
$4.15M
|
-$94.4K
|
-2,355
|
-2%
|
|
