|
1
|
Bank of America
Charlotte,
North Carolina
|
$195M
|
+$14.8M
|
+296,266
|
+8%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$107M
|
+$16.5M
|
+329,772
|
+18%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$97.3M
|
-$3.71M
|
-74,229
|
-4%
|
|
|
4
|
SFMG Wealth Advisors
Plano,
Texas
|
$77.3M
|
-$377K
|
-7,552
|
-0.5%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$65.9M
|
+$49M
|
+980,904
|
+261%
|
|
|
6
|
Madison Asset Management
Madison,
Wisconsin
|
$64.4M
|
+$26.4M
|
+529,035
|
+66%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$61.2M
|
+$1.45M
|
+28,981
|
+2%
|
|
|
8
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$56.6M
|
+$58.2M
|
+1,165,258
|
New
|
|
|
9
|
|
$54.1M
|
-$15.3M
|
-306,411
|
-22%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$49.6M
|
-$1.48M
|
-29,550
|
-3%
|
|
|
11
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$48.6M
|
+$3.35M
|
+67,004
|
+7%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$42M
|
-$2.68M
|
-53,717
|
-6%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$41.1M
|
+$2.11M
|
+42,276
|
+5%
|
|
|
14
|
Evensky & Katz
Coral Gables,
Florida
|
$39.7M
|
-$785K
|
-15,703
|
-2%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$32.8M
|
-$625K
|
-12,507
|
-2%
|
|
|
16
|
Legacy Private Trust
Neenah,
Wisconsin
|
$31.1M
|
+$774K
|
+15,477
|
+2%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$28.7M
|
+$713K
|
+14,257
|
+2%
|
|
|
18
|
Financial Services Advisory
Rockville,
Maryland
|
$26M
|
+$26.7M
|
+535,037
|
New
|
|
|
19
|
Equitable Holdings
New York
|
$23.9M
|
+$1.76M
|
+35,257
|
+8%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$22.1M
|
+$4.19M
|
+83,787
|
+23%
|
|
|
21
|
Cetera Advisors
Denver,
Colorado
|
$19.9M
|
+$1.81M
|
+36,218
|
+10%
|
|
|
22
|
Ballast Inc
Lexington,
Kentucky
|
$19.1M
|
+$27.2K
|
+545
|
+0.1%
|
|
|
23
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$18.7M
|
+$19.3M
|
+385,632
|
New
|
|
|
24
|
Lido Advisors
Los Angeles,
California
|
$15.6M
|
-$300K
|
-5,993
|
-2%
|
|
|
25
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$12.7M
|
-$312K
|
-6,239
|
-2%
|
|
