|
1
|
Bank of America
Charlotte,
North Carolina
|
$54.2M
|
-$56.1M
|
-1,112,368
|
-50%
|
|
|
2
|
|
$34.5M
|
+$6.14M
|
+121,646
|
+21%
|
|
|
3
|
|
$32.5M
|
+$8.61M
|
+170,526
|
+35%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$29.7M
|
+$2.49M
|
+49,378
|
+9%
|
|
|
5
|
|
$25.1M
|
+$4.28M
|
+84,884
|
+20%
|
|
|
6
|
|
$22.7M
|
+$3.32M
|
+65,848
|
+17%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$12.3M
|
+$1.21M
|
+23,932
|
+11%
|
|
|
8
|
US Bancorp
Minneapolis,
Minnesota
|
$11.6M
|
+$536K
|
+10,630
|
+5%
|
|
|
9
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$11.4M
|
+$185K
|
+3,674
|
+2%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$10.2M
|
+$175K
|
+3,474
|
+2%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$9.9M
|
+$311K
|
+6,172
|
+3%
|
|
|
12
|
Bank of New York Mellon
New York
|
$8.97M
|
-$1.5M
|
-29,814
|
-14%
|
|
|
13
|
Suntrust Banks
Atlanta,
Georgia
|
$8.78M
|
-$83.3K
|
-1,650
|
-0.9%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$5.36M
|
+$707K
|
+14,016
|
+15%
|
|
|
15
|
Patriot Wealth Management
Houston,
Texas
|
$5.27M
|
–
|
–
|
–
|
|
|
16
|
Frontier Wealth Management
Kansas City,
Missouri
|
$5.09M
|
+$3.95M
|
+78,218
|
+302%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.21M
|
+$206K
|
+4,074
|
+5%
|
|
|
18
|
|
$3.56M
|
+$2.14M
|
+42,470
|
+140%
|
|
|
19
|
Mariner
Overland Park,
Kansas
|
$3.31M
|
+$420K
|
+8,320
|
+14%
|
|
|
20
|
Gibson Capital
Wexford,
Pennsylvania
|
$3.19M
|
-$35.3K
|
-700
|
-1%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.01M
|
+$212K
|
+4,192
|
+7%
|
|
|
22
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$2.92M
|
+$3.02M
|
+59,748
|
New
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.77M
|
-$405K
|
-8,028
|
-12%
|
|
|
24
|
Litman Gregory Wealth Management
Larkspur,
California
|
$2.72M
|
+$2.81M
|
+55,616
|
New
|
|
|
25
|
Cribstone Capital Management
Augusta,
Maine
|
$2.42M
|
+$184K
|
+3,650
|
+8%
|
|
