|
1
|
Bank of America
Charlotte,
North Carolina
|
$50.2M
|
-$4.13M
|
-93,482
|
-8%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$25.2M
|
+$1.4M
|
+31,574
|
+6%
|
|
|
3
|
|
$23.7M
|
+$160K
|
+3,612
|
+0.7%
|
|
|
4
|
|
$19M
|
+$1.86M
|
+42,160
|
+11%
|
|
|
5
|
|
$15.9M
|
+$671K
|
+15,174
|
+4%
|
|
|
6
|
US Bancorp
Minneapolis,
Minnesota
|
$10.1M
|
+$3.99M
|
+90,358
|
+66%
|
|
|
7
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$9.82M
|
+$29.3K
|
+662
|
+0.3%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$8.5M
|
-$596K
|
-13,482
|
-7%
|
|
|
9
|
Suntrust Banks
Atlanta,
Georgia
|
$8.12M
|
-$211K
|
-4,784
|
-3%
|
|
|
10
|
Bank of New York Mellon
New York
|
$6.57M
|
-$800K
|
-18,086
|
-11%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$6.06M
|
+$439K
|
+9,940
|
+8%
|
|
|
12
|
Frontier Wealth Management
Kansas City,
Missouri
|
$4.78M
|
+$2.44M
|
+55,280
|
+107%
|
|
|
13
|
Brinker Capital
Berwyn,
Pennsylvania
|
$3.76M
|
+$34.9K
|
+790
|
+0.9%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$3.22M
|
+$514K
|
+11,620
|
+19%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.07M
|
+$181K
|
+4,104
|
+6%
|
|
|
16
|
Gibson Capital
Wexford,
Pennsylvania
|
$3.06M
|
-$67.4K
|
-1,524
|
-2%
|
|
|
17
|
Bahl & Gaynor
Cincinnati,
Ohio
|
$2.94M
|
+$194K
|
+4,380
|
+7%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.93M
|
+$759K
|
+17,168
|
+35%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.77M
|
-$241K
|
-5,448
|
-8%
|
|
|
20
|
Patriot Wealth Management
Houston,
Texas
|
$2.72M
|
–
|
–
|
–
|
|
|
21
|
Snowden Capital Advisors
New York
|
$2.47M
|
+$291K
|
+6,576
|
+14%
|
|
|
22
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.28M
|
+$68.7K
|
+1,554
|
+3%
|
|
|
23
|
Efficient Advisors
Mason,
Ohio
|
$2.1M
|
-$55.8K
|
-1,262
|
-3%
|
|
|
24
|
C-J Advisory
San Jose,
California
|
$2.1M
|
-$61.4K
|
-1,390
|
-3%
|
|
|
25
|
|
$2.09M
|
+$2.07M
|
+46,786
|
New
|
|
