|
1
|
Bank of America
Charlotte,
North Carolina
|
$57.7M
|
+$17M
|
+566,003
|
+37%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$57.3M
|
+$7.27M
|
+241,646
|
+13%
|
|
|
3
|
SFMG Wealth Advisors
Plano,
Texas
|
$55.9M
|
-$109K
|
-3,629
|
-0.2%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$50.4M
|
+$15.9M
|
+527,041
|
+41%
|
|
|
5
|
Park Avenue Securities
New York
|
$40.2M
|
-$519K
|
-17,259
|
-1%
|
|
|
6
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$34.1M
|
+$36.9M
|
+1,227,381
|
New
|
|
|
7
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$28.3M
|
+$30.6M
|
+1,018,317
|
New
|
|
|
8
|
Evensky & Katz
Coral Gables,
Florida
|
$24.1M
|
+$201K
|
+6,681
|
+0.8%
|
|
|
9
|
Brouwer & Janachowski
Mill Valley,
California
|
$23.3M
|
+$576K
|
+19,142
|
+2%
|
|
|
10
|
Legacy Private Trust
Neenah,
Wisconsin
|
$20.2M
|
+$2.18M
|
+72,425
|
+11%
|
|
|
11
|
Madison Investment Holdings
Madison,
Wisconsin
|
$19.8M
|
+$472K
|
+15,707
|
+2%
|
|
|
12
|
|
$18.6M
|
-$590K
|
-19,616
|
-3%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$15.3M
|
+$215K
|
+7,142
|
+1%
|
|
|
14
|
Lido Advisors
Los Angeles,
California
|
$12.7M
|
-$1.74M
|
-57,743
|
-11%
|
|
|
15
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$12.2M
|
+$13.2M
|
+438,356
|
New
|
|
|
16
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$12.2M
|
-$20.8K
|
-691
|
-0.2%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.2M
|
+$1.05M
|
+34,792
|
+9%
|
|
|
18
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$10M
|
+$10.8M
|
+360,000
|
New
|
|
|
19
|
LPL Financial
San Diego,
California
|
$9.87M
|
-$221K
|
-7,360
|
-2%
|
|
|
20
|
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
|
$8.65M
|
+$9.36M
|
+311,035
|
New
|
|
|
21
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$8.24M
|
+$8.92M
|
+296,481
|
New
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$8.04M
|
-$3.91M
|
-130,108
|
-31%
|
|
|
23
|
Peak Capital Management
Greenwood Village,
Colorado
|
$7.95M
|
-$1.62M
|
-54,009
|
-16%
|
|
|
24
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$6.84M
|
-$592K
|
-19,684
|
-7%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.9M
|
-$594K
|
-19,754
|
-9%
|
|
