|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$181M
|
+$2.28M
|
+52,303
|
+1%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$159M
|
+$8.6M
|
+196,957
|
+6%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$148M
|
+$3.3M
|
+75,518
|
+2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$143M
|
-$2.78M
|
-63,749
|
-2%
|
|
|
5
|
Merit Financial Group
Alpharetta,
Georgia
|
$119M
|
+$249K
|
+5,695
|
+0.2%
|
|
|
6
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$82.2M
|
+$2.03M
|
+46,441
|
+3%
|
|
|
7
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
$77.5M
|
+$2.03M
|
+46,379
|
+3%
|
|
|
8
|
SFMG Wealth Advisors
Plano,
Texas
|
$72.1M
|
-$862K
|
-19,728
|
-1%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$64.7M
|
+$116K
|
+2,667
|
+0.2%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$61.1M
|
+$4.4M
|
+100,728
|
+8%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$51.8M
|
+$1.4M
|
+32,162
|
+3%
|
|
|
12
|
|
$45.9M
|
+$2.38M
|
+54,402
|
+5%
|
|
|
13
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$44M
|
+$2.6M
|
+59,470
|
+6%
|
|
|
14
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$43.2M
|
-$165K
|
-3,775
|
-0.4%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$42.1M
|
+$24.4M
|
+559,326
|
+140%
|
|
|
16
|
Equitable Holdings
New York
|
$37.4M
|
+$1.77M
|
+40,511
|
+5%
|
|
|
17
|
Evensky & Katz
Coral Gables,
Florida
|
$37.1M
|
+$422K
|
+9,666
|
+1%
|
|
|
18
|
Trilogy Capital
Irvine,
California
|
$34.5M
|
+$33.3M
|
+762,432
|
+3,362%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$34.5M
|
-$435K
|
-9,964
|
-1%
|
|
|
20
|
Capital Planning Advisors
Roseville,
California
|
$29.4M
|
+$9.52M
|
+218,019
|
+48%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$28.7M
|
+$1.1M
|
+25,078
|
+4%
|
|
|
22
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$27.3M
|
-$20.2M
|
-462,890
|
-43%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$24.6M
|
+$3.5M
|
+80,075
|
+17%
|
|
|
24
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$23.4M
|
+$2.37M
|
+54,196
|
+11%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$22.7M
|
-$1.84M
|
-42,050
|
-8%
|
|
