|
1
|
State Street
Boston,
Massachusetts
|
$17.5M
|
+$8.46M
|
+298,732
|
+75%
|
|
|
2
|
|
$13.3M
|
-$2.99M
|
-105,560
|
-17%
|
|
|
3
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$12.9M
|
+$3.03M
|
+106,805
|
+26%
|
|
|
4
|
Destination Wealth Management
Walnut Creek,
California
|
$12.9M
|
-$888K
|
-31,349
|
-6%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$11.1M
|
-$2.72M
|
-96,126
|
-18%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$8.02M
|
-$3.53M
|
-124,521
|
-28%
|
|
|
7
|
M&T Bank
Buffalo,
New York
|
$5.87M
|
-$971K
|
-34,279
|
-13%
|
|
|
8
|
|
$4.77M
|
+$4.64M
|
+163,864
|
+613%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.15M
|
-$281K
|
-9,905
|
-6%
|
|
|
10
|
Rand Wealth
Baltimore,
Maryland
|
$3.45M
|
-$2.52M
|
-88,881
|
-39%
|
|
|
11
|
Bank of New York Mellon
New York
|
$3.33M
|
+$886K
|
+31,267
|
+31%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$2.81M
|
-$1.04M
|
-36,592
|
-25%
|
|
|
13
|
Brown Advisory
Baltimore,
Maryland
|
$2.72M
|
+$3.09M
|
+108,935
|
New
|
|
|
14
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.62M
|
-$216K
|
-7,613
|
-7%
|
|
|
15
|
Gradient Investments
Arden Hills,
Minnesota
|
$2.6M
|
+$689K
|
+24,306
|
+31%
|
|
|
16
|
|
$2.24M
|
+$718K
|
+25,357
|
+40%
|
|
|
17
|
|
$1.43M
|
-$3.15K
|
-111
|
-0.2%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.37M
|
-$69K
|
-2,434
|
-4%
|
|
|
19
|
|
$1.29M
|
-$307K
|
-10,819
|
-17%
|
|
|
20
|
Valentine Capital Asset Management
Danville,
California
|
$1.2M
|
-$444K
|
-15,675
|
-25%
|
|
|
21
|
VSR Financial Services
Overland Park,
Kansas
|
$911K
|
-$24.8K
|
-874
|
-2%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$789K
|
-$732K
|
-25,844
|
-45%
|
|
|
23
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$691K
|
+$783K
|
+27,627
|
New
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
$536K
|
+$410K
|
+14,465
|
+208%
|
|
|
25
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$525K
|
+$142K
|
+5,000
|
+31%
|
|
