|
1
|
|
$511M
|
+$4.82M
|
+146,155
|
+1%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$123M
|
+$1.18M
|
+35,623
|
+1%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$64.4M
|
+$810K
|
+24,534
|
+1%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$51.5M
|
+$14.5M
|
+438,185
|
+39%
|
|
|
5
|
Wealthspire Advisors (New York)
New York
|
$48.5M
|
+$9.46M
|
+286,651
|
+24%
|
|
|
6
|
PFS Investments
Duluth,
Georgia
|
$43.9M
|
+$984K
|
+29,800
|
+2%
|
|
|
7
|
Donaldson Capital Management
Evansville,
Indiana
|
$41.8M
|
+$2.71M
|
+82,230
|
+7%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$40.9M
|
+$317K
|
+9,616
|
+0.8%
|
|
|
9
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$32.9M
|
+$32.9M
|
+997,019
|
New
|
|
|
10
|
|
$29.6M
|
-$1.74M
|
-52,653
|
-6%
|
|
|
11
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$28.7M
|
+$2.75M
|
+83,168
|
+11%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$26.5M
|
+$2.08M
|
+62,956
|
+8%
|
|
|
13
|
Rational Advisors
Huntington,
New York
|
$25.4M
|
+$5.14M
|
+155,684
|
+25%
|
|
|
14
|
Tortoise Investment Management
White Plains,
New York
|
$23.2M
|
-$3.1M
|
-93,904
|
-12%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$21.9M
|
+$556K
|
+16,844
|
+3%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$20.6M
|
+$662K
|
+20,056
|
+3%
|
|
|
17
|
CNO Financial Group
Carmel,
Indiana
|
$20.4M
|
–
|
–
|
–
|
|
|
18
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$19M
|
+$637K
|
+19,302
|
+3%
|
|
|
19
|
KeyBank National Association
Cleveland,
Ohio
|
$17.4M
|
+$77K
|
+2,332
|
+0.4%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$15.7M
|
+$3.84M
|
+116,362
|
+32%
|
|
|
21
|
Conning Inc
Hartford,
Connecticut
|
$15.5M
|
–
|
–
|
–
|
|
|
22
|
Bangor Savings Bank
Bangor,
Maine
|
$14.7M
|
+$620K
|
+18,782
|
+4%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$14.5M
|
-$9.38M
|
-284,197
|
-39%
|
|
|
24
|
Gould Asset Management
Claremont,
California
|
$12.6M
|
+$258K
|
+7,828
|
+2%
|
|
|
25
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$11.7M
|
+$11.2M
|
+339,022
|
+4,050%
|
|
