|
1
|
|
$268M
|
+$8.1M
|
+161,476
|
+3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$257M
|
-$26.9M
|
-535,454
|
-9%
|
|
|
3
|
Texas Treasury Safekeeping Trust Company
Austin,
Texas
|
$196M
|
–
|
–
|
–
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$78M
|
+$2.3M
|
+45,803
|
+3%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$75.6M
|
+$3.37M
|
+67,292
|
+5%
|
|
|
6
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$74.7M
|
+$3.06M
|
+61,082
|
+4%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$46.4M
|
+$85K
|
+1,695
|
+0.2%
|
|
|
8
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$46.2M
|
-$34M
|
-677,623
|
-42%
|
|
|
9
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$42.2M
|
-$1.34M
|
-26,682
|
-3%
|
|
|
10
|
Sovereign Investment Advisors
Phoenix,
Arizona
|
$36.3M
|
-$4.14M
|
-82,579
|
-10%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$35.9M
|
-$6.84M
|
-136,304
|
-16%
|
|
|
12
|
WP Advisors
San Francisco,
California
|
$35M
|
-$374K
|
-7,465
|
-1%
|
|
|
13
|
Financial Enhancement Group
Anderson,
Indiana
|
$32.2M
|
+$17.1M
|
+341,460
|
+114%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$30.9M
|
-$1.77M
|
-35,239
|
-5%
|
|
|
15
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$25.7M
|
+$553K
|
+11,036
|
+2%
|
|
|
16
|
Engrave Wealth Partners
The Woodlands,
Texas
|
$25.6M
|
+$5.85M
|
+116,738
|
+30%
|
|
|
17
|
Courier Capital
Buffalo,
New York
|
$22.3M
|
+$2.84M
|
+56,616
|
+15%
|
|
|
18
|
Atwood & Palmer
Kansas City,
Missouri
|
$21.7M
|
+$1.39M
|
+27,754
|
+7%
|
|
|
19
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$21.4M
|
-$1.1M
|
-22,002
|
-5%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$21M
|
+$174K
|
+3,476
|
+0.8%
|
|
|
21
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$18.8M
|
+$3.03M
|
+60,469
|
+19%
|
|
|
22
|
ACG Wealth
Atlanta,
Georgia
|
$18.6M
|
-$522K
|
-10,414
|
-3%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$17.6M
|
-$1.73M
|
-34,401
|
-9%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$17M
|
-$1.81M
|
-36,124
|
-10%
|
|
|
25
|
Private Advisor Group
Morristown,
New Jersey
|
$14.9M
|
+$4.37M
|
+87,133
|
+42%
|
|
