|
1
|
SFMG Wealth Advisors
Plano,
Texas
|
$48.8M
|
+$1.66M
|
+60,593
|
+4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$45.4M
|
-$44M
|
-1,608,260
|
-49%
|
|
|
3
|
Park Avenue Securities
New York
|
$43M
|
+$2.31M
|
+84,619
|
+6%
|
|
|
4
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$38.2M
|
+$38.2M
|
+1,396,180
|
New
|
|
|
5
|
|
$33.6M
|
-$1.46M
|
-53,325
|
-4%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$29.9M
|
+$21.6M
|
+787,950
|
+257%
|
|
|
7
|
Evensky & Katz
Coral Gables,
Florida
|
$23.6M
|
+$189K
|
+6,892
|
+0.8%
|
|
|
8
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$23M
|
+$22.8M
|
+832,098
|
+8,889%
|
|
|
9
|
Lido Advisors
Los Angeles,
California
|
$21.2M
|
-$5.97M
|
-215,754
|
-22%
|
|
|
10
|
Legacy Private Trust
Neenah,
Wisconsin
|
$21M
|
+$9.86M
|
+360,144
|
+89%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$20.3M
|
-$520K
|
-18,987
|
-3%
|
|
|
12
|
Brouwer & Janachowski
Mill Valley,
California
|
$19.4M
|
+$11.9M
|
+435,511
|
+159%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$15.4M
|
+$2.81M
|
+102,715
|
+22%
|
|
|
14
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$11.3M
|
+$332K
|
+12,136
|
+3%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$9.25M
|
+$1.77M
|
+64,726
|
+24%
|
|
|
16
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$9.1M
|
+$3.16M
|
+115,607
|
+53%
|
|
|
17
|
Cetera Advisors
Denver,
Colorado
|
$8.99M
|
+$2.44M
|
+89,178
|
+37%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.38M
|
+$305K
|
+11,154
|
+4%
|
|
|
19
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$6.5M
|
+$387K
|
+14,030
|
+6%
|
|
|
20
|
Advisor Group
Phoenix,
Arizona
|
$6.34M
|
+$5.37M
|
+196,192
|
+551%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.19M
|
-$478K
|
-17,475
|
-7%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$5.84M
|
+$450K
|
+16,422
|
+8%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.38M
|
-$97.2K
|
-3,552
|
-2%
|
|
|
24
|
Cetera Advisor Networks
El Segundo,
California
|
$3.69M
|
+$135K
|
+4,939
|
+4%
|
|
|
25
|
Well Done LLC
Holland,
Michigan
|
$3.62M
|
+$98.5K
|
+3,598
|
+3%
|
|
