|
1
|
Bank of America
Charlotte,
North Carolina
|
$62.6M
|
+$1.28M
|
+24,276
|
+2%
|
|
|
2
|
|
$47.8M
|
+$5.27M
|
+100,190
|
+13%
|
|
|
3
|
|
$45.5M
|
+$5.12M
|
+97,206
|
+13%
|
|
|
4
|
|
$29.8M
|
+$4.08M
|
+77,440
|
+16%
|
|
|
5
|
|
$29.7M
|
+$1.53M
|
+29,084
|
+6%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$28.1M
|
-$6.66M
|
-126,582
|
-19%
|
|
|
7
|
William Blair & Company
Chicago,
Illinois
|
$21.6M
|
+$20M
|
+380,000
|
+1,547%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$15M
|
-$407K
|
-7,724
|
-3%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$13.3M
|
+$146K
|
+2,774
|
+1%
|
|
|
10
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$12.8M
|
+$287K
|
+5,446
|
+2%
|
|
|
11
|
US Bancorp
Minneapolis,
Minnesota
|
$12.8M
|
-$8.53K
|
-162
|
-0.1%
|
|
|
12
|
Bank of New York Mellon
New York
|
$10.9M
|
-$36.6K
|
-696
|
-0.3%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$10.2M
|
-$353K
|
-6,710
|
-3%
|
|
|
14
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$9.43M
|
+$9.3M
|
+176,654
|
New
|
|
|
15
|
Suntrust Banks
Atlanta,
Georgia
|
$9.32M
|
-$199K
|
-3,786
|
-2%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$7.15M
|
+$583K
|
+11,084
|
+9%
|
|
|
17
|
Frontier Wealth Management
Kansas City,
Missouri
|
$5.56M
|
–
|
–
|
–
|
|
|
18
|
Patriot Wealth Management
Houston,
Texas
|
$5.54M
|
–
|
–
|
–
|
|
|
19
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$5.18M
|
-$15M
|
-285,372
|
-23%
|
|
|
20
|
Personal Capital Advisors
Redwood City,
California
|
$4.79M
|
+$2.36M
|
+44,844
|
+100%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.2M
|
+$6.63K
|
+126
|
+0.2%
|
|
|
22
|
Mariner
Overland Park,
Kansas
|
$4.1M
|
+$391K
|
+7,436
|
+11%
|
|
|
23
|
SEI Investments
Oaks,
Pennsylvania
|
$4M
|
+$213K
|
+4,038
|
+6%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.89M
|
+$570K
|
+10,838
|
+17%
|
|
|
25
|
|
$3.57M
|
+$3.52M
|
+66,826
|
New
|
|
