|
1
|
Bank of America
Charlotte,
North Carolina
|
$52.8M
|
-$1.71M
|
-39,970
|
-3%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$23.2M
|
-$337K
|
-7,866
|
-1%
|
|
|
3
|
|
$22.8M
|
+$1.76M
|
+41,084
|
+8%
|
|
|
4
|
|
$16.6M
|
-$4.44M
|
-103,856
|
-21%
|
|
|
5
|
|
$14.8M
|
+$1.93M
|
+45,086
|
+15%
|
|
|
6
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$9.51M
|
+$16K
|
+374
|
+0.2%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$8.84M
|
+$777K
|
+18,164
|
+10%
|
|
|
8
|
Suntrust Banks
Atlanta,
Georgia
|
$8.1M
|
-$50.4K
|
-1,178
|
-0.6%
|
|
|
9
|
Bank of New York Mellon
New York
|
$7.17M
|
-$499K
|
-11,672
|
-7%
|
|
|
10
|
US Bancorp
Minneapolis,
Minnesota
|
$5.93M
|
+$453K
|
+10,596
|
+8%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$5.45M
|
+$1.57M
|
+36,702
|
+41%
|
|
|
12
|
Brinker Capital
Berwyn,
Pennsylvania
|
$3.62M
|
-$43.9K
|
-1,026
|
-1%
|
|
|
13
|
Gibson Capital
Wexford,
Pennsylvania
|
$3.04M
|
+$365K
|
+8,528
|
+14%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.93M
|
+$60.2K
|
+1,406
|
+2%
|
|
|
15
|
Zevin Asset Management
Boston,
Massachusetts
|
$2.88M
|
-$9.3M
|
-217,370
|
-77%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.8M
|
+$2.34M
|
+54,688
|
+551%
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$2.75M
|
+$138K
|
+3,222
|
+5%
|
|
|
18
|
Bahl & Gaynor
Cincinnati,
Ohio
|
$2.66M
|
-$22.3K
|
-520
|
-0.8%
|
|
|
19
|
Patriot Wealth Management
Houston,
Texas
|
$2.64M
|
–
|
–
|
–
|
|
|
20
|
LPL Financial
San Diego,
California
|
$2.62M
|
+$59.9K
|
+1,400
|
+2%
|
|
|
21
|
Trillium Asset Management
Boston,
Massachusetts
|
$2.28M
|
-$4.05M
|
-94,730
|
-64%
|
|
|
22
|
Frontier Wealth Management
Kansas City,
Missouri
|
$2.24M
|
–
|
–
|
–
|
|
|
23
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.15M
|
+$41.3K
|
+966
|
+2%
|
|
|
24
|
Mariner
Overland Park,
Kansas
|
$2.13M
|
+$72.4K
|
+1,692
|
+4%
|
|
|
25
|
Snowden Capital Advisors
New York
|
$2.11M
|
+$331K
|
+7,736
|
+19%
|
|
