|
1
|
Bank of America
Charlotte,
North Carolina
|
$141M
|
+$13.5M
|
+356,253
|
+11%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$79.6M
|
+$1.45M
|
+38,358
|
+2%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$64.4M
|
+$12.9M
|
+340,946
|
+26%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$58.6M
|
+$32.7M
|
+864,935
|
+133%
|
|
|
5
|
SFMG Wealth Advisors
Plano,
Texas
|
$58.2M
|
-$1.24M
|
-32,670
|
-2%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$51.4M
|
+$641K
|
+16,951
|
+1%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$38.6M
|
-$1.98M
|
-52,467
|
-5%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$30.6M
|
+$1.48M
|
+39,062
|
+5%
|
|
|
9
|
Evensky & Katz
Coral Gables,
Florida
|
$30.1M
|
-$344K
|
-9,094
|
-1%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$30.1M
|
+$1.22M
|
+32,185
|
+4%
|
|
|
11
|
|
$29.1M
|
+$1.77M
|
+46,890
|
+7%
|
|
|
12
|
Legacy Private Trust
Neenah,
Wisconsin
|
$27.5M
|
+$196K
|
+5,195
|
+0.7%
|
|
|
13
|
Madison Asset Management
Madison,
Wisconsin
|
$24.3M
|
+$1.68M
|
+44,443
|
+8%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$20.9M
|
-$191K
|
-5,064
|
-0.9%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$19.1M
|
+$985K
|
+26,043
|
+6%
|
|
|
16
|
Raub Brock Capital Management
Larkspur,
California
|
$18.2M
|
+$1.51M
|
+39,868
|
+9%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$17.5M
|
-$2.65M
|
-70,042
|
-13%
|
|
|
18
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$17.5M
|
-$804K
|
-21,271
|
-4%
|
|
|
19
|
Equitable Holdings
New York
|
$16.3M
|
+$98.9K
|
+2,616
|
+0.6%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$16M
|
-$2.07M
|
-54,754
|
-12%
|
|
|
21
|
Cetera Advisors
Denver,
Colorado
|
$14.4M
|
-$1.88M
|
-49,602
|
-12%
|
|
|
22
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$13.5M
|
-$512K
|
-13,538
|
-4%
|
|
|
23
|
Merriman Wealth Management
Seattle,
Washington
|
$12.4M
|
-$307K
|
-8,108
|
-2%
|
|
|
24
|
Ballast Inc
Lexington,
Kentucky
|
$12.4M
|
+$883K
|
+23,340
|
+8%
|
|
|
25
|
Lido Advisors
Los Angeles,
California
|
$11.9M
|
-$1.99M
|
-52,625
|
-15%
|
|
