|
1
|
Bank of America
Charlotte,
North Carolina
|
$63.6M
|
-$14.3M
|
-413,664
|
-16%
|
|
|
2
|
SFMG Wealth Advisors
Plano,
Texas
|
$48M
|
-$14.1M
|
-405,778
|
-20%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$42.6M
|
+$38.2M
|
+1,102,506
|
+345%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$37.9M
|
+$21.4M
|
+616,745
|
+95%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$31M
|
-$435K
|
-12,530
|
-1%
|
|
|
6
|
|
$25.6M
|
-$25.1M
|
-725,037
|
-46%
|
|
|
7
|
Evensky & Katz
Coral Gables,
Florida
|
$24M
|
-$1.02M
|
-29,279
|
-4%
|
|
|
8
|
|
$22.1M
|
+$744K
|
+21,460
|
+3%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$22M
|
+$7.21M
|
+207,943
|
+40%
|
|
|
10
|
Legacy Private Trust
Neenah,
Wisconsin
|
$21.1M
|
-$1.43M
|
-41,292
|
-6%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.7M
|
-$46.4M
|
-1,337,094
|
-66%
|
|
|
12
|
Madison Asset Management
Madison,
Wisconsin
|
$20.1M
|
+$5.91M
|
+170,290
|
+34%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$18.3M
|
+$9.12M
|
+262,973
|
+76%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$17M
|
+$2.65M
|
+76,383
|
+16%
|
|
|
15
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$14.7M
|
-$497K
|
-14,333
|
-3%
|
|
|
16
|
|
$13.7M
|
-$867
|
-25
|
-0%
|
|
|
17
|
Raub Brock Capital Management
Larkspur,
California
|
$12.6M
|
+$14.6M
|
+420,502
|
New
|
|
|
18
|
Evergreen Capital Management
Bellevue,
Washington
|
$12M
|
+$13.9M
|
+401,825
|
New
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$12M
|
+$13.9M
|
+399,852
|
New
|
|
|
20
|
Equitable Holdings
New York
|
$11.9M
|
+$13.1M
|
+378,141
|
+1,943%
|
|
|
21
|
Lido Advisors
Los Angeles,
California
|
$11.5M
|
-$1.64M
|
-47,404
|
-11%
|
|
|
22
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$10.9M
|
-$504K
|
-14,539
|
-4%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$10.8M
|
-$3.99M
|
-115,067
|
-24%
|
|
|
24
|
Cetera Advisors
Denver,
Colorado
|
$10.5M
|
+$9.98M
|
+287,619
|
+444%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$9.41M
|
+$3.66M
|
+105,590
|
+51%
|
|
