|
1
|
Bank of America
Charlotte,
North Carolina
|
$217M
|
+$120M
|
+1,797,450
|
+133%
|
|
|
2
|
Personal Capital Advisors
Redwood City,
California
|
$99.6M
|
+$17.4M
|
+260,821
|
+22%
|
|
|
3
|
|
$46.9M
|
+$7.42M
|
+111,324
|
+20%
|
|
|
4
|
|
$40M
|
-$674K
|
-10,109
|
-2%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$38.5M
|
+$5.3M
|
+79,611
|
+17%
|
|
|
6
|
|
$38M
|
+$7.97M
|
+119,595
|
+28%
|
|
|
7
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$37.7M
|
+$4.01M
|
+60,151
|
+12%
|
|
|
8
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$34.7M
|
+$32.8M
|
+493,047
|
+4,160%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$31.4M
|
+$9.09M
|
+136,367
|
+42%
|
|
|
10
|
|
$25.1M
|
+$7.77M
|
+116,685
|
+47%
|
|
|
11
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$21.9M
|
+$2.02M
|
+30,280
|
+11%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$21.8M
|
+$12.8M
|
+191,634
|
+153%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$19.8M
|
+$5.41M
|
+81,270
|
+39%
|
|
|
14
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$17M
|
–
|
–
|
–
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$15.9M
|
-$704K
|
-10,562
|
-4%
|
|
|
16
|
William Blair & Company
Chicago,
Illinois
|
$15.8M
|
+$58.8K
|
+883
|
+0.4%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$15.4M
|
-$453K
|
-6,792
|
-3%
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$14.9M
|
-$11.3K
|
-169
|
-0.1%
|
|
|
19
|
|
$12.9M
|
+$1.31M
|
+19,711
|
+12%
|
|
|
20
|
Private Ocean
San Rafael,
California
|
$11.7M
|
+$827K
|
+12,408
|
+8%
|
|
|
21
|
Highland Private Wealth Management
Bellevue,
Washington
|
$11M
|
+$2.3M
|
+34,547
|
+27%
|
|
|
22
|
EP Wealth Advisors
Torrance,
California
|
$10.6M
|
+$199K
|
+2,987
|
+2%
|
|
|
23
|
Fiduciary Trust
Boston,
Massachusetts
|
$9.56M
|
+$3.49M
|
+52,370
|
+60%
|
|
|
24
|
D.A. Davidson & Co
Great Falls,
Montana
|
$9.22M
|
+$2.17M
|
+32,522
|
+32%
|
|
|
25
|
Nottingham Advisors
Amherst,
New York
|
$8.17M
|
+$39.3K
|
+590
|
+0.5%
|
|
