|
1
|
|
$18.3M
|
+$3.63M
|
+94,540
|
+25%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$17.6M
|
+$1.87M
|
+48,642
|
+12%
|
|
|
3
|
|
$12.3M
|
+$805K
|
+20,950
|
+7%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$10.3M
|
+$535K
|
+13,928
|
+6%
|
|
|
5
|
Suntrust Banks
Atlanta,
Georgia
|
$9.16M
|
–
|
–
|
–
|
|
|
6
|
Bahl & Gaynor
Cincinnati,
Ohio
|
$8.21M
|
-$244K
|
-6,354
|
-3%
|
|
|
7
|
|
$5.45M
|
+$581K
|
+15,112
|
+12%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$4.58M
|
+$678K
|
+17,644
|
+17%
|
|
|
9
|
Bank of New York Mellon
New York
|
$4.39M
|
-$922
|
-24
|
-0%
|
|
|
10
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$4.14M
|
+$362K
|
+9,426
|
+10%
|
|
|
11
|
Gibson Capital
Wexford,
Pennsylvania
|
$3.7M
|
-$158K
|
-4,100
|
-4%
|
|
|
12
|
Paracle Advisors
Mercer Island,
Washington
|
$3.65M
|
-$35K
|
-910
|
-1%
|
|
|
13
|
US Bancorp
Minneapolis,
Minnesota
|
$3.32M
|
+$167K
|
+4,334
|
+5%
|
|
|
14
|
|
$2.62M
|
+$321K
|
+8,346
|
+14%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.6M
|
+$30.7K
|
+800
|
+1%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$2.43M
|
+$117K
|
+3,036
|
+5%
|
|
|
17
|
Trillium Asset Management
Boston,
Massachusetts
|
$1.8M
|
-$1.3M
|
-33,944
|
-42%
|
|
|
18
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$1.78M
|
+$55.4K
|
+1,442
|
+3%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$1.6M
|
-$981K
|
-25,528
|
-38%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$1.48M
|
+$52.4K
|
+1,364
|
+4%
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.15M
|
+$7.68K
|
+200
|
+0.7%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.09M
|
+$798K
|
+20,774
|
+279%
|
|
|
23
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$1.06M
|
-$54.6K
|
-1,422
|
-5%
|
|
|
24
|
Frontier Wealth Management
Kansas City,
Missouri
|
$1.02M
|
+$1.02M
|
+26,488
|
New
|
|
|
25
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$939K
|
-$17.8K
|
-464
|
-2%
|
|
