|
1
|
|
$106M
|
-$3.05M
|
-71,814
|
-3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$75.6M
|
+$1.93M
|
+45,368
|
+3%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$30.3M
|
-$2.07M
|
-48,696
|
-6%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$28.5M
|
+$272K
|
+6,387
|
+1%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$25.2M
|
+$83.9K
|
+1,974
|
+0.3%
|
|
|
6
|
Evergreen Capital Management
Bellevue,
Washington
|
$18.6M
|
+$84.1K
|
+1,978
|
+0.5%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$18.2M
|
-$84.8K
|
-1,994
|
-0.5%
|
|
|
8
|
|
$13.4M
|
-$3.71M
|
-87,346
|
-22%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$13M
|
-$494K
|
-11,610
|
-4%
|
|
|
10
|
Annandale Capital
Dallas,
Texas
|
$12.4M
|
-$4.46K
|
-105
|
-0%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$12M
|
-$2.96M
|
-69,532
|
-20%
|
|
|
12
|
Global Endowment Management
Charlotte,
North Carolina
|
$9.11M
|
–
|
–
|
–
|
|
|
13
|
MAI Capital Management
Independence,
Ohio
|
$8.79M
|
-$486K
|
-11,439
|
-5%
|
|
|
14
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$8.65M
|
+$244K
|
+5,729
|
+3%
|
|
|
15
|
Connectus Wealth
Cincinnati,
Ohio
|
$8.09M
|
+$50.8K
|
+1,194
|
+0.6%
|
|
|
16
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$8.01M
|
+$102K
|
+2,408
|
+1%
|
|
|
17
|
Cresset Asset Management
Chicago,
Illinois
|
$8M
|
+$59.7K
|
+1,403
|
+0.7%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.95M
|
+$121K
|
+2,842
|
+2%
|
|
|
19
|
Cetera Advisor Networks
El Segundo,
California
|
$6.56M
|
-$98.9K
|
-2,327
|
-1%
|
|
|
20
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$5.7M
|
+$52.2K
|
+1,227
|
+0.9%
|
|
|
21
|
Baker Avenue Asset Management
San Francisco,
California
|
$5.44M
|
+$3.68M
|
+86,595
|
+207%
|
|
|
22
|
Destiny Wealth Partners
Tavares,
Florida
|
$5.37M
|
+$466K
|
+10,969
|
+9%
|
|
|
23
|
SOL Capital Management
Rockville,
Maryland
|
$4.07M
|
-$168K
|
-3,954
|
-4%
|
|
|
24
|
Golden Green
Seneca,
South Carolina
|
$3.91M
|
+$107K
|
+2,522
|
+3%
|
|
|
25
|
Fortis Advisors
Wayne,
Pennsylvania
|
$3.53M
|
-$2.3M
|
-54,000
|
-39%
|
|
