|
1
|
Bank of America
Charlotte,
North Carolina
|
$223M
|
+$8.59M
|
+166,432
|
+4%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$139M
|
+$20.7M
|
+401,759
|
+18%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$104M
|
-$2.84M
|
-54,985
|
-3%
|
|
|
4
|
SFMG Wealth Advisors
Plano,
Texas
|
$86.8M
|
+$2.08M
|
+40,315
|
+3%
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$80.2M
|
+$80.8M
|
+1,565,159
|
New
|
|
|
6
|
Madison Asset Management
Madison,
Wisconsin
|
$77.8M
|
+$7.09M
|
+137,344
|
+10%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$69.9M
|
+$2.78M
|
+53,948
|
+4%
|
|
|
8
|
|
$61.7M
|
+$2.36M
|
+45,772
|
+4%
|
|
|
9
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$61.5M
|
-$521K
|
-10,106
|
-0.9%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$56.1M
|
+$1.72M
|
+33,385
|
+3%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$52.5M
|
+$6.12M
|
+118,524
|
+14%
|
|
|
12
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$52.2M
|
-$995K
|
-19,283
|
-2%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$52.2M
|
+$6.95M
|
+134,624
|
+16%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$48.7M
|
-$22.8M
|
-441,264
|
-33%
|
|
|
15
|
Evensky & Katz
Coral Gables,
Florida
|
$43.4M
|
-$94.6K
|
-1,833
|
-0.2%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$39.6M
|
+$3.47M
|
+67,222
|
+10%
|
|
|
17
|
Allspring Global Investments
Charlotte,
North Carolina
|
$34.4M
|
+$33.3M
|
+645,569
|
New
|
|
|
18
|
Legacy Private Trust
Neenah,
Wisconsin
|
$33.4M
|
-$638K
|
-12,370
|
-2%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$32.7M
|
+$1.23M
|
+23,878
|
+4%
|
|
|
20
|
Equitable Holdings
New York
|
$31.1M
|
+$4.72M
|
+91,495
|
+19%
|
|
|
21
|
Financial Services Advisory
Rockville,
Maryland
|
$27.8M
|
+$1.36M
|
+26,369
|
+5%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$22M
|
-$2.11M
|
-40,948
|
-9%
|
|
|
23
|
Cetera Advisors
Denver,
Colorado
|
$22M
|
+$131K
|
+2,538
|
+0.6%
|
|
|
24
|
Win Advisors
Palm Beach Gardens,
Florida
|
$20.4M
|
+$19.8M
|
+384,123
|
New
|
|
|
25
|
Ballast Inc
Lexington,
Kentucky
|
$19.9M
|
-$999K
|
-19,358
|
-5%
|
|
