|
1
|
Bank of America
Charlotte,
North Carolina
|
$109M
|
+$12.4M
|
+258,290
|
+13%
|
|
|
2
|
|
$28.7M
|
+$2.01M
|
+41,884
|
+8%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$27.5M
|
+$76K
|
+1,584
|
+0.3%
|
|
|
4
|
|
$24.2M
|
+$7.75M
|
+161,420
|
+49%
|
|
|
5
|
|
$21.1M
|
+$1.48M
|
+30,826
|
+8%
|
|
|
6
|
|
$19.6M
|
-$132K
|
-2,760
|
-0.7%
|
|
|
7
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$11.3M
|
-$116K
|
-2,412
|
-1%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$11.2M
|
+$3.51M
|
+73,106
|
+47%
|
|
|
9
|
US Bancorp
Minneapolis,
Minnesota
|
$11.2M
|
-$40.9K
|
-852
|
-0.4%
|
|
|
10
|
Bank of New York Mellon
New York
|
$10.5M
|
+$1.29M
|
+26,812
|
+14%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$10.1M
|
+$465K
|
+9,688
|
+5%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$9.65M
|
+$286K
|
+5,952
|
+3%
|
|
|
13
|
Mosaic Financial Partners
San Francisco,
California
|
$9.38M
|
+$5.66M
|
+118,016
|
+1,445%
|
|
|
14
|
Suntrust Banks
Atlanta,
Georgia
|
$8.91M
|
-$7.1K
|
-148
|
-0.1%
|
|
|
15
|
|
$8.54M
|
+$8.34M
|
+173,788
|
+103,445%
|
|
|
16
|
Trillium Asset Management
Boston,
Massachusetts
|
$5.67M
|
+$3.68M
|
+76,588
|
+197%
|
|
|
17
|
Patriot Wealth Management
Houston,
Texas
|
$5.3M
|
-$49.5K
|
-1,032
|
-0.9%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$4.7M
|
+$715K
|
+14,890
|
+18%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.03M
|
+$185K
|
+3,846
|
+5%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$3.81M
|
+$3.05M
|
+63,530
|
+454%
|
|
|
21
|
Gibson Capital
Wexford,
Pennsylvania
|
$3.24M
|
-$115K
|
-2,398
|
-3%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.18M
|
+$960K
|
+19,998
|
+45%
|
|
|
23
|
Mariner
Overland Park,
Kansas
|
$2.92M
|
+$610K
|
+12,706
|
+27%
|
|
|
24
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.85M
|
+$284K
|
+5,916
|
+11%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.82M
|
+$211K
|
+4,386
|
+8%
|
|
