|
1
|
Bank of America
Charlotte,
North Carolina
|
$58M
|
+$2.04M
|
+40,708
|
+4%
|
|
|
2
|
|
$40.1M
|
+$4.44M
|
+88,418
|
+13%
|
|
|
3
|
|
$38.1M
|
+$4.6M
|
+91,674
|
+14%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$33M
|
+$2.25M
|
+44,912
|
+7%
|
|
|
5
|
|
$26.6M
|
+$661K
|
+13,160
|
+3%
|
|
|
6
|
|
$24.2M
|
+$816K
|
+16,262
|
+4%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$14.6M
|
+$1.83M
|
+36,486
|
+14%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$12.5M
|
+$2.23M
|
+44,376
|
+22%
|
|
|
9
|
US Bancorp
Minneapolis,
Minnesota
|
$12.1M
|
+$66.5K
|
+1,324
|
+0.6%
|
|
|
10
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$11.9M
|
+$89.1K
|
+1,774
|
+0.8%
|
|
|
11
|
Bank of New York Mellon
New York
|
$10.3M
|
+$1.08M
|
+21,446
|
+12%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$10M
|
-$579K
|
-11,524
|
-5%
|
|
|
13
|
Suntrust Banks
Atlanta,
Georgia
|
$9M
|
-$66K
|
-1,314
|
-0.7%
|
|
|
14
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$6.21M
|
+$62.6M
|
+1,246,520
|
+10,658%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$6.2M
|
+$666K
|
+13,272
|
+12%
|
|
|
16
|
Frontier Wealth Management
Kansas City,
Missouri
|
$5.25M
|
–
|
–
|
–
|
|
|
17
|
Patriot Wealth Management
Houston,
Texas
|
$5.24M
|
-$206K
|
-4,102
|
-4%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.96M
|
-$386K
|
-7,694
|
-9%
|
|
|
19
|
SEI Investments
Oaks,
Pennsylvania
|
$3.57M
|
+$1.49M
|
+29,622
|
+72%
|
|
|
20
|
Mariner
Overland Park,
Kansas
|
$3.5M
|
+$75.6K
|
+1,506
|
+2%
|
|
|
21
|
Gibson Capital
Wexford,
Pennsylvania
|
$3.19M
|
-$104K
|
-2,064
|
-3%
|
|
|
22
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$3.19M
|
+$176K
|
+3,500
|
+6%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.15M
|
+$38.2K
|
+760
|
+1%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.13M
|
+$270K
|
+5,378
|
+9%
|
|
|
25
|
C-J Advisory
San Jose,
California
|
$2.76M
|
+$455K
|
+9,066
|
+20%
|
|
