|
1
|
Bank of America
Charlotte,
North Carolina
|
$86.4M
|
+$12.8M
|
+382,984
|
+17%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$69.2M
|
-$725K
|
-21,734
|
-1%
|
|
|
3
|
SFMG Wealth Advisors
Plano,
Texas
|
$68.8M
|
+$529K
|
+15,872
|
+0.8%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$55.9M
|
-$619K
|
-18,560
|
-1%
|
|
|
5
|
Park Avenue Securities
New York
|
$43.9M
|
-$1.27M
|
-38,015
|
-3%
|
|
|
6
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$33.1M
|
+$10.4M
|
+311,294
|
+46%
|
|
|
7
|
Evensky & Katz
Coral Gables,
Florida
|
$28.7M
|
-$96K
|
-2,881
|
-0.3%
|
|
|
8
|
Legacy Private Trust
Neenah,
Wisconsin
|
$26.3M
|
+$39.9K
|
+1,196
|
+0.2%
|
|
|
9
|
|
$23.1M
|
+$2.21M
|
+66,242
|
+11%
|
|
|
10
|
Madison Investment Holdings
Madison,
Wisconsin
|
$17.9M
|
-$753K
|
-22,600
|
-4%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$17.6M
|
-$521K
|
-15,643
|
-3%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.6M
|
+$907K
|
+27,199
|
+6%
|
|
|
13
|
Lido Advisors
Los Angeles,
California
|
$14.9M
|
-$15.4M
|
-463,406
|
-99%
|
|
|
14
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$12.8M
|
+$1.68M
|
+50,484
|
+15%
|
|
|
15
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$12.7M
|
+$4.8K
|
+144
|
+0%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$11.8M
|
-$13.3M
|
-399,132
|
-53%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$11.2M
|
+$141K
|
+4,231
|
+1%
|
|
|
18
|
Fidelity Investments
Boston,
Massachusetts
|
$10.2M
|
+$2.75M
|
+82,412
|
+37%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$9.96M
|
+$1.6M
|
+47,978
|
+19%
|
|
|
20
|
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
|
$9.96M
|
-$331K
|
-9,933
|
-3%
|
|
|
21
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$9.86M
|
-$251K
|
-7,536
|
-3%
|
|
|
22
|
Peak Capital Management
Greenwood Village,
Colorado
|
$9.13M
|
-$35.4K
|
-1,062
|
-0.4%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.36M
|
+$1.72M
|
+51,683
|
+26%
|
|
|
24
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$8.15M
|
-$222K
|
-6,654
|
-3%
|
|
|
25
|
Credit Suisse
Zurich,
Switzerland
|
$7.57M
|
+$7.19M
|
+215,547
|
+2,096%
|
|
