|
1
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$209M
|
+$8.24M
|
+181,946
|
+4%
|
|
|
2
|
|
$106M
|
+$2.85M
|
+63,020
|
+3%
|
|
|
3
|
RiverFront Investment Group
Richmond,
Virginia
|
$79.4M
|
-$3.37M
|
-74,386
|
-4%
|
|
|
4
|
GW & Wade
Wellesley,
Massachusetts
|
$61.2M
|
+$32.3M
|
+713,882
|
+97%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$50.8M
|
+$2.61M
|
+57,542
|
+5%
|
|
|
6
|
Bank of New York Mellon
New York
|
$36.2M
|
+$33.2M
|
+733,616
|
+588%
|
|
|
7
|
Evercore Wealth Management
New York
|
$27.7M
|
-$33.6K
|
-742
|
-0.1%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$26.2M
|
+$6.48M
|
+143,018
|
+30%
|
|
|
9
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$23M
|
+$548K
|
+12,112
|
+2%
|
|
|
10
|
Private Vista
Chicago,
Illinois
|
$22.5M
|
-$2.59M
|
-57,296
|
-10%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$22.4M
|
-$349K
|
-7,706
|
-1%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$20.4M
|
-$166K
|
-3,668
|
-0.8%
|
|
|
13
|
|
$18.9M
|
+$1.33M
|
+29,380
|
+7%
|
|
|
14
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$18.6M
|
-$1.97M
|
-43,470
|
-9%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$17M
|
+$4.15M
|
+91,722
|
+30%
|
|
|
16
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$16.9M
|
-$75.5K
|
-1,668
|
-0.4%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$16.6M
|
+$75K
|
+1,656
|
+0.4%
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$16M
|
+$2.02M
|
+44,670
|
+13%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$15.1M
|
+$1.56M
|
+34,522
|
+11%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.7M
|
+$95.5K
|
+2,108
|
+0.7%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13.5M
|
+$2.33M
|
+51,486
|
+19%
|
|
|
22
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$12.2M
|
-$136K
|
-3,014
|
-1%
|
|
|
23
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$11.5M
|
+$12.3M
|
+271,816
|
New
|
|
|
24
|
CX Institutional
Auburn,
Indiana
|
$10.9M
|
+$6.87M
|
+151,816
|
+143%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.88M
|
+$6.85M
|
+151,200
|
+183%
|
|
