|
1
|
Bank of America
Charlotte,
North Carolina
|
$49.5M
|
+$13.8M
|
+344,200
|
+39%
|
|
|
2
|
|
$22.4M
|
+$2.05M
|
+50,994
|
+10%
|
|
|
3
|
|
$19.7M
|
+$195K
|
+4,872
|
+1%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$19.3M
|
+$427K
|
+10,648
|
+2%
|
|
|
5
|
Brinker Capital
Berwyn,
Pennsylvania
|
$12.9M
|
-$357K
|
-8,888
|
-3%
|
|
|
6
|
|
$10.7M
|
+$983K
|
+24,500
|
+10%
|
|
|
7
|
Suntrust Banks
Atlanta,
Georgia
|
$9.88M
|
-$1.39M
|
-34,632
|
-12%
|
|
|
8
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$7.79M
|
+$1.03M
|
+25,646
|
+15%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$6.82M
|
-$1.24M
|
-30,796
|
-15%
|
|
|
10
|
Bank of New York Mellon
New York
|
$4.33M
|
+$1.12M
|
+27,956
|
+35%
|
|
|
11
|
US Bancorp
Minneapolis,
Minnesota
|
$4.1M
|
-$372K
|
-9,276
|
-8%
|
|
|
12
|
Trillium Asset Management
Boston,
Massachusetts
|
$3.5M
|
-$158K
|
-3,944
|
-4%
|
|
|
13
|
SG Americas Securities
New York
|
$3.21M
|
+$3.2M
|
+79,804
|
New
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.9M
|
-$40.5K
|
-1,010
|
-1%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$2.79M
|
+$49.7K
|
+1,238
|
+2%
|
|
|
16
|
|
$2.65M
|
+$2.64M
|
+65,742
|
New
|
|
|
17
|
Paracle Advisors
Mercer Island,
Washington
|
$2.52M
|
-$476K
|
-11,866
|
-16%
|
|
|
18
|
Patriot Wealth Management
Houston,
Texas
|
$2.48M
|
+$1.8M
|
+44,760
|
+265%
|
|
|
19
|
Gibson Capital
Wexford,
Pennsylvania
|
$2.48M
|
-$267K
|
-6,646
|
-10%
|
|
|
20
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$2.42M
|
+$476K
|
+11,870
|
+25%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$2.26M
|
+$923K
|
+22,994
|
+69%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.11M
|
-$120K
|
-2,986
|
-5%
|
|
|
23
|
Efficient Advisors
Mason,
Ohio
|
$1.95M
|
-$6.02K
|
-150
|
-0.3%
|
|
|
24
|
C-J Advisory
San Jose,
California
|
$1.94M
|
+$1.94M
|
+48,294
|
New
|
|
|
25
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$1.93M
|
-$34.2K
|
-852
|
-2%
|
|
