|
1
|
Bank of America
Charlotte,
North Carolina
|
$163M
|
-$51.5M
|
-1,120,866
|
-22%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$148M
|
+$54.3M
|
+1,182,262
|
+50%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$122M
|
+$9.21M
|
+200,347
|
+7%
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$121M
|
+$31.6M
|
+688,172
|
+32%
|
|
|
5
|
Merit Financial Group
Alpharetta,
Georgia
|
$113M
|
+$6.86M
|
+149,195
|
+6%
|
|
|
6
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$84.4M
|
+$1.57M
|
+34,149
|
+2%
|
|
|
7
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
$82.2M
|
-$1.11M
|
-24,202
|
-1%
|
|
|
8
|
SFMG Wealth Advisors
Plano,
Texas
|
$69.1M
|
-$594K
|
-12,930
|
-0.8%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$62.3M
|
+$6.24M
|
+135,809
|
+10%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$57.1M
|
+$16.8M
|
+365,147
|
+37%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$50.1M
|
+$4.4M
|
+95,721
|
+9%
|
|
|
12
|
|
$45.5M
|
-$3.9M
|
-84,853
|
-7%
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$42.2M
|
+$1.4M
|
+30,567
|
+3%
|
|
|
14
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$41.8M
|
-$7.67M
|
-166,954
|
-14%
|
|
|
15
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$39.9M
|
+$6.72M
|
+146,292
|
+18%
|
|
|
16
|
Madison Asset Management
Madison,
Wisconsin
|
$38.1M
|
-$22M
|
-478,047
|
-35%
|
|
|
17
|
Evensky & Katz
Coral Gables,
Florida
|
$34.2M
|
+$425K
|
+9,252
|
+1%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$33M
|
+$5.49M
|
+119,477
|
+18%
|
|
|
19
|
Equitable Holdings
New York
|
$30.6M
|
+$1.99M
|
+43,308
|
+6%
|
|
|
20
|
Allspring Global Investments
Charlotte,
North Carolina
|
$27.1M
|
–
|
–
|
–
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$26.7M
|
-$10M
|
-218,665
|
-26%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$25.7M
|
-$23M
|
-500,100
|
-45%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$23.5M
|
+$7.88M
|
+171,515
|
+44%
|
|
|
24
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$20.4M
|
+$22.3M
|
+485,975
|
New
|
|
|
25
|
Legacy Private Trust
Neenah,
Wisconsin
|
$17.2M
|
-$14.1M
|
-306,675
|
-43%
|
|
