|
1
|
SFMG Wealth Advisors
Plano,
Texas
|
$59M
|
+$926K
|
+31,019
|
+2%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$52.8M
|
+$52.8M
|
+1,798,056
|
New
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$45.9M
|
-$2.24M
|
-74,921
|
-5%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$43.9M
|
+$299K
|
+10,033
|
+0.7%
|
|
|
5
|
Park Avenue Securities
New York
|
$42.5M
|
-$346K
|
-11,881
|
-0.8%
|
|
|
6
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$36.5M
|
-$2.81M
|
-94,311
|
-7%
|
|
|
7
|
Madison Investment Holdings
Madison,
Wisconsin
|
$27.6M
|
+$1.74M
|
+58,329
|
+7%
|
|
|
8
|
Evensky & Katz
Coral Gables,
Florida
|
$24.2M
|
-$1.84M
|
-61,582
|
-7%
|
|
|
9
|
Brouwer & Janachowski
Mill Valley,
California
|
$23.9M
|
+$252K
|
+8,458
|
+1%
|
|
|
10
|
|
$22.5M
|
-$515K
|
-17,243
|
-2%
|
|
|
11
|
Legacy Private Trust
Neenah,
Wisconsin
|
$22M
|
-$3.45M
|
-115,689
|
-14%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$19.5M
|
-$2.04M
|
-68,527
|
-9%
|
|
|
13
|
Lido Advisors
Los Angeles,
California
|
$18.5M
|
-$432K
|
-14,492
|
-2%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$16.2M
|
+$1.78M
|
+59,599
|
+12%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$15.3M
|
-$750K
|
-25,142
|
-5%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$15M
|
+$10.7M
|
+359,694
|
+253%
|
|
|
17
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$12.4M
|
-$117K
|
-3,903
|
-0.9%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$10M
|
+$5.44M
|
+182,230
|
+119%
|
|
|
19
|
Peak Capital Management
Greenwood Village,
Colorado
|
$9.99M
|
-$676K
|
-22,658
|
-6%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.86M
|
+$547K
|
+18,336
|
+6%
|
|
|
21
|
Cetera Advisors
Denver,
Colorado
|
$9.58M
|
+$222K
|
+7,453
|
+2%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.58M
|
+$2.01M
|
+67,446
|
+27%
|
|
|
23
|
First Allied Advisory Services
San Diego,
California
|
$8.8M
|
+$518K
|
+17,339
|
+6%
|
|
|
24
|
MML Investors Services
Springfield,
Massachusetts
|
$7.62M
|
+$114K
|
+3,828
|
+2%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.76M
|
+$927K
|
+31,060
|
+16%
|
|
