|
1
|
Bank of America
Charlotte,
North Carolina
|
$23.1M
|
+$2.34M
|
+58,708
|
+10%
|
|
|
2
|
|
$22.4M
|
+$1.99M
|
+49,980
|
+9%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$18.5M
|
+$81.4K
|
+2,040
|
+0.4%
|
|
|
4
|
|
$17.2M
|
-$2.05M
|
-51,521
|
-10%
|
|
|
5
|
Destination Wealth Management
Walnut Creek,
California
|
$15.9M
|
+$1.04M
|
+26,032
|
+6%
|
|
|
6
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$12M
|
+$365K
|
+9,143
|
+3%
|
|
|
7
|
Corda Investment Management
Houston,
Texas
|
$10M
|
+$1.29M
|
+32,449
|
+13%
|
|
|
8
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$9.38M
|
+$510K
|
+12,790
|
+5%
|
|
|
9
|
State Street
Boston,
Massachusetts
|
$6.5M
|
+$2.88M
|
+72,215
|
+69%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.06M
|
+$1.84M
|
+46,248
|
+39%
|
|
|
11
|
|
$5.88M
|
+$6.41M
|
+160,823
|
New
|
|
|
12
|
First Trust Advisors
Wheaton,
Illinois
|
$5.79M
|
+$6.31M
|
+158,153
|
New
|
|
|
13
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$3.84M
|
-$2.74M
|
-68,722
|
-40%
|
|
|
14
|
M&T Bank
Buffalo,
New York
|
$3.82M
|
+$4.16M
|
+104,325
|
New
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.71M
|
+$1.88M
|
+47,161
|
+175%
|
|
|
16
|
Nottingham Advisors
Amherst,
New York
|
$2.68M
|
+$149K
|
+3,735
|
+5%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.47M
|
-$40.1K
|
-1,006
|
-1%
|
|
|
18
|
VSR Financial Services
Overland Park,
Kansas
|
$2.45M
|
+$288K
|
+7,218
|
+12%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.41M
|
-$67K
|
-1,680
|
-2%
|
|
|
20
|
|
$2.09M
|
+$12K
|
+302
|
+0.5%
|
|
|
21
|
|
$1.99M
|
+$560K
|
+14,033
|
+35%
|
|
|
22
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$1.85M
|
+$1.25M
|
+31,226
|
+162%
|
|
|
23
|
Gradient Investments
Arden Hills,
Minnesota
|
$1.76M
|
+$631K
|
+15,818
|
+49%
|
|
|
24
|
Roundview Capital
Princeton,
New Jersey
|
$1.59M
|
-$53.8K
|
-1,350
|
-3%
|
|
|
25
|
Rand Wealth
Baltimore,
Maryland
|
$1.32M
|
+$25.8K
|
+647
|
+2%
|
|
