|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$162M
|
+$23.9M
|
+545,522
|
+15%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$134M
|
+$20M
|
+454,903
|
+16%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$132M
|
-$24.3M
|
-552,986
|
-14%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$131M
|
+$17.1M
|
+390,697
|
+13%
|
|
|
5
|
Merit Financial Group
Alpharetta,
Georgia
|
$108M
|
+$956K
|
+21,799
|
+0.8%
|
|
|
6
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$72.4M
|
-$8.18M
|
-186,551
|
-9%
|
|
|
7
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
$68.1M
|
-$10.6M
|
-241,820
|
-12%
|
|
|
8
|
SFMG Wealth Advisors
Plano,
Texas
|
$66.3M
|
+$582K
|
+13,270
|
+0.8%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$58.3M
|
-$689K
|
-15,697
|
-1%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$51.2M
|
+$4.22M
|
+96,245
|
+8%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$45.3M
|
-$9.59M
|
-218,514
|
-16%
|
|
|
12
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$43.1M
|
+$3.44M
|
+78,325
|
+8%
|
|
|
13
|
|
$39.3M
|
-$4.14M
|
-94,468
|
-9%
|
|
|
14
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$39.2M
|
-$340K
|
-7,744
|
-0.8%
|
|
|
15
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$37.4M
|
-$433K
|
-9,877
|
-1%
|
|
|
16
|
Evensky & Katz
Coral Gables,
Florida
|
$33.1M
|
+$801K
|
+18,271
|
+2%
|
|
|
17
|
Equitable Holdings
New York
|
$32.1M
|
+$3.51M
|
+79,924
|
+11%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$31.6M
|
+$394K
|
+8,983
|
+1%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$24.9M
|
-$376K
|
-8,578
|
-1%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$22.2M
|
-$2.33M
|
-53,086
|
-9%
|
|
|
21
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$20.4M
|
-$376K
|
-8,561
|
-2%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$19.1M
|
-$3.53M
|
-80,486
|
-14%
|
|
|
23
|
Capital Planning Advisors
Roseville,
California
|
$17.9M
|
+$19.8M
|
+450,411
|
New
|
|
|
24
|
Madison Asset Management
Madison,
Wisconsin
|
$16M
|
-$22.2M
|
-505,362
|
-56%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$15.8M
|
-$247K
|
-5,622
|
-1%
|
|
