|
1
|
US Bancorp
Minneapolis,
Minnesota
|
$25.5M
|
+$1.34M
|
+11,916
|
+6%
|
|
|
2
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$9.49M
|
+$8.27M
|
+73,283
|
+667%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.59M
|
+$5.69M
|
+50,426
|
+627%
|
|
|
4
|
Boys Arnold & Co
Asheville,
North Carolina
|
$3.9M
|
-$79K
|
-700
|
-2%
|
|
|
5
|
|
$3.83M
|
+$524K
|
+4,647
|
+16%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$3.09M
|
-$507K
|
-4,497
|
-14%
|
|
|
7
|
|
$2.47M
|
-$91.5K
|
-811
|
-4%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.26M
|
+$698K
|
+6,187
|
+45%
|
|
|
9
|
Bank of New York Mellon
New York
|
$1.9M
|
+$113
|
+1
|
+0%
|
|
|
10
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$1.77M
|
+$19.7K
|
+175
|
+1%
|
|
|
11
|
|
$1.43M
|
-$216K
|
-1,916
|
-13%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$1.2M
|
+$598K
|
+5,300
|
+99%
|
|
|
13
|
Huntington National Bank
Columbus,
Ohio
|
$836K
|
–
|
–
|
–
|
|
|
14
|
KeyBank National Association
Cleveland,
Ohio
|
$611K
|
+$109K
|
+962
|
+22%
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$438K
|
+$396K
|
+3,508
|
+923%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$255K
|
+$1.24K
|
+11
|
+0.5%
|
|
|
17
|
Cetera Advisors
Denver,
Colorado
|
$252K
|
-$35.5K
|
-315
|
-12%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$211K
|
-$20.3K
|
-180
|
-9%
|
|
|
19
|
CIBC World Market
Toronto,
Ontario, Canada
|
$201K
|
+$201K
|
+1,782
|
New
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$115K
|
+$115K
|
+1,019
|
New
|
|
|
21
|
Forward Management
San Francisco,
California
|
$82K
|
–
|
–
|
–
|
|
|
22
|
|
$33K
|
+$11.3K
|
+100
|
+50%
|
|
|
23
|
Managed Account Advisors
Jersey City,
New Jersey
|
$33K
|
+$29K
|
+257
|
+714%
|
|
|
24
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$27K
|
–
|
–
|
–
|
|
|
25
|
MSI Financial Services
Springfield,
Massachusetts
|
$8K
|
–
|
–
|
–
|
|
