|
1
|
Bank of America
Charlotte,
North Carolina
|
$116M
|
+$39.3M
|
+1,159,575
|
+55%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$71.6M
|
+$20.3M
|
+599,081
|
+42%
|
|
|
3
|
SFMG Wealth Advisors
Plano,
Texas
|
$54.4M
|
-$2.28M
|
-67,220
|
-4%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$46.9M
|
+$24.2M
|
+714,072
|
+117%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$46.5M
|
+$1.52M
|
+44,895
|
+4%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$37.2M
|
+$549K
|
+16,225
|
+2%
|
|
|
7
|
Evensky & Katz
Coral Gables,
Florida
|
$27.9M
|
-$496K
|
-14,642
|
-2%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$26.7M
|
+$12M
|
+353,468
|
+88%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$26.4M
|
+$1.84M
|
+54,390
|
+8%
|
|
|
10
|
Legacy Private Trust
Neenah,
Wisconsin
|
$25M
|
+$70.5K
|
+2,083
|
+0.3%
|
|
|
11
|
|
$24.9M
|
-$1.11M
|
-32,729
|
-4%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$23M
|
+$10.7M
|
+315,531
|
+95%
|
|
|
13
|
Madison Asset Management
Madison,
Wisconsin
|
$20.7M
|
-$3.01M
|
-89,044
|
-13%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$19.4M
|
-$756K
|
-22,326
|
-4%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$18.5M
|
-$7.11M
|
-210,140
|
-29%
|
|
|
16
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$16.8M
|
-$553K
|
-16,320
|
-3%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$16.6M
|
+$3.69M
|
+109,014
|
+30%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$16.6M
|
+$5.33M
|
+157,419
|
+51%
|
|
|
19
|
|
$16.2M
|
–
|
–
|
–
|
|
|
20
|
Raub Brock Capital Management
Larkspur,
California
|
$15.2M
|
+$310K
|
+9,165
|
+2%
|
|
|
21
|
Cetera Advisors
Denver,
Colorado
|
$15M
|
+$2.39M
|
+70,633
|
+20%
|
|
|
22
|
Equitable Holdings
New York
|
$14.9M
|
+$767K
|
+22,643
|
+6%
|
|
|
23
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$13.7M
|
+$6.02M
|
+177,889
|
+85%
|
|
|
24
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$12.9M
|
+$30.4K
|
+898
|
+0.2%
|
|
|
25
|
Lido Advisors
Los Angeles,
California
|
$12.8M
|
-$769K
|
-22,711
|
-6%
|
|
