|
1
|
Bank of America
Charlotte,
North Carolina
|
$92.4M
|
+$4.1M
|
+165,252
|
+5%
|
|
|
2
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$59M
|
-$33K
|
-1,329
|
-0.1%
|
|
|
3
|
Park Avenue Securities
New York
|
$38.1M
|
+$433K
|
+17,374
|
+1%
|
|
|
4
|
SFMG Wealth Advisors
Plano,
Texas
|
$38M
|
+$877K
|
+35,326
|
+2%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$37.5M
|
+$272K
|
+10,945
|
+0.7%
|
|
|
6
|
|
$22.8M
|
+$22.8M
|
+919,104
|
New
|
|
|
7
|
|
$21.7M
|
+$5.57M
|
+224,282
|
+35%
|
|
|
8
|
Evensky & Katz
Coral Gables,
Florida
|
$21.1M
|
+$320K
|
+12,885
|
+2%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$12.6M
|
+$773K
|
+31,151
|
+7%
|
|
|
10
|
FundX Investment Group
San Francisco,
California
|
$12.4M
|
+$3.99M
|
+160,550
|
+47%
|
|
|
11
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$9.68M
|
+$726K
|
+29,239
|
+8%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$9.55M
|
-$5.84M
|
-235,080
|
-38%
|
|
|
13
|
MSI Financial Services
Springfield,
Massachusetts
|
$8.57M
|
+$4.49M
|
+180,799
|
+110%
|
|
|
14
|
Cetera Advisors
Denver,
Colorado
|
$5.23M
|
+$125K
|
+5,049
|
+2%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.15M
|
+$507K
|
+20,411
|
+11%
|
|
|
16
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$4.96M
|
+$265K
|
+10,674
|
+6%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$4.19M
|
+$1.48M
|
+59,535
|
+55%
|
|
|
18
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$3.58M
|
-$1M
|
-40,306
|
-22%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$3.55M
|
+$2.62M
|
+105,502
|
+280%
|
|
|
20
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$3.31M
|
+$2.72M
|
+109,406
|
+460%
|
|
|
21
|
Silicon Valley Capital Partners
San Jose,
California
|
$3.22M
|
-$222K
|
-8,953
|
-6%
|
|
|
22
|
Well Done LLC
Holland,
Michigan
|
$3.09M
|
+$105K
|
+4,226
|
+4%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.98M
|
+$2.19M
|
+88,129
|
+277%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.8M
|
+$188K
|
+7,573
|
+7%
|
|
|
25
|
Montag & Associates
Atlanta,
Georgia
|
$2.25M
|
–
|
–
|
–
|
|
