|
1
|
Bank of America
Charlotte,
North Carolina
|
$92.9M
|
-$1.24M
|
-35,578
|
-1%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$74.2M
|
-$1.25M
|
-35,787
|
-2%
|
|
|
3
|
SFMG Wealth Advisors
Plano,
Texas
|
$73.5M
|
-$1.39M
|
-39,893
|
-2%
|
|
|
4
|
|
$58.3M
|
+$53.2M
|
+1,526,818
|
+2,930%
|
|
|
5
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$52.5M
|
+$50M
|
+1,435,759
|
New
|
|
|
6
|
Park Avenue Securities
New York
|
$46.5M
|
-$1.27M
|
-36,542
|
-3%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$38.3M
|
-$21.5M
|
-618,395
|
-37%
|
|
|
8
|
Pacific Financial Group
Bellevue,
Washington
|
$36.3M
|
+$34.5M
|
+991,750
|
New
|
|
|
9
|
Evensky & Katz
Coral Gables,
Florida
|
$30.4M
|
-$798K
|
-22,926
|
-3%
|
|
|
10
|
Legacy Private Trust
Neenah,
Wisconsin
|
$27.3M
|
-$1.3M
|
-37,391
|
-5%
|
|
|
11
|
|
$26.2M
|
+$899K
|
+25,814
|
+4%
|
|
|
12
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$24.5M
|
-$10.9M
|
-314,479
|
-32%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$23.8M
|
+$14.9M
|
+427,046
|
+191%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$19.2M
|
-$8.63K
|
-248
|
-0%
|
|
|
15
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$18.5M
|
+$4.34M
|
+124,734
|
+33%
|
|
|
16
|
Madison Asset Management
Madison,
Wisconsin
|
$18.4M
|
+$17.5M
|
+502,773
|
New
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$18M
|
+$915K
|
+26,271
|
+6%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$17.4M
|
+$6.19M
|
+177,706
|
+60%
|
|
|
19
|
|
$16.7M
|
+$15.9M
|
+457,317
|
+346,452%
|
|
|
20
|
Lido Advisors
Los Angeles,
California
|
$15.8M
|
+$14.9M
|
+427,280
|
+10,959%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$13M
|
-$29.3K
|
-841
|
-0.2%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$12.7M
|
+$435K
|
+12,480
|
+4%
|
|
|
23
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$12.7M
|
–
|
–
|
–
|
|
|
24
|
Fidelity Investments
Boston,
Massachusetts
|
$11.7M
|
+$552K
|
+15,845
|
+5%
|
|
|
25
|
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
|
$10.7M
|
-$142K
|
-4,081
|
-1%
|
|
