|
1
|
Bank of America
Charlotte,
North Carolina
|
$162M
|
+$8.17M
|
+203,347
|
+6%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$87.3M
|
+$594K
|
+14,774
|
+0.7%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$87.2M
|
+$16.3M
|
+405,894
|
+24%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$64.2M
|
+$447K
|
+11,127
|
+0.7%
|
|
|
5
|
SFMG Wealth Advisors
Plano,
Texas
|
$62.3M
|
-$1.03M
|
-25,561
|
-2%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$54.4M
|
-$1.55M
|
-38,465
|
-3%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$41M
|
-$1.01M
|
-25,189
|
-3%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$36.5M
|
+$2.95M
|
+73,311
|
+9%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$36.4M
|
+$14.9M
|
+369,894
|
+75%
|
|
|
10
|
Evensky & Katz
Coral Gables,
Florida
|
$33.6M
|
+$739K
|
+18,392
|
+2%
|
|
|
11
|
|
$31M
|
-$571K
|
-14,213
|
-2%
|
|
|
12
|
Legacy Private Trust
Neenah,
Wisconsin
|
$28.4M
|
-$1.52M
|
-37,793
|
-5%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$27.4M
|
-$5.08M
|
-126,402
|
-16%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$22.7M
|
-$86.7K
|
-2,158
|
-0.4%
|
|
|
15
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$19.6M
|
+$500K
|
+12,443
|
+3%
|
|
|
16
|
Raub Brock Capital Management
Larkspur,
California
|
$19.1M
|
-$639K
|
-15,900
|
-3%
|
|
|
17
|
Madison Asset Management
Madison,
Wisconsin
|
$18.9M
|
-$7.19M
|
-179,037
|
-28%
|
|
|
18
|
Equitable Holdings
New York
|
$18.6M
|
+$801K
|
+19,946
|
+5%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$17.8M
|
-$1.23M
|
-30,602
|
-7%
|
|
|
20
|
Ballast Inc
Lexington,
Kentucky
|
$15.4M
|
+$1.86M
|
+46,187
|
+14%
|
|
|
21
|
Cetera Advisors
Denver,
Colorado
|
$14.9M
|
-$761K
|
-18,940
|
-5%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$14.6M
|
-$2.68M
|
-66,806
|
-16%
|
|
|
23
|
Lido Advisors
Los Angeles,
California
|
$14.3M
|
+$1.26M
|
+31,338
|
+10%
|
|
|
24
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$13.8M
|
-$920K
|
-22,912
|
-7%
|
|
|
25
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$13.6M
|
+$4.11M
|
+102,373
|
+46%
|
|
