|
1
|
Bank of America
Charlotte,
North Carolina
|
$260M
|
-$54.3M
|
-1,777,583
|
-16%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$124M
|
-$109M
|
-3,577,458
|
-45%
|
|
|
3
|
|
$95.6M
|
-$36.4M
|
-1,192,552
|
-26%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$44.3M
|
-$24.4M
|
-799,662
|
-34%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$39.1M
|
-$13.5M
|
-440,518
|
-24%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$32.5M
|
-$22.1M
|
-724,130
|
-39%
|
|
|
7
|
BlackRock Investment Management
Wilmington,
Delaware
|
$32.2M
|
-$590K
|
-19,310
|
-2%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$27.5M
|
+$22M
|
+718,839
|
+279%
|
|
|
9
|
Gray Financial Group
Atlanta,
Georgia
|
$27.2M
|
-$1.04M
|
-34,064
|
-3%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$24.3M
|
+$3.37M
|
+110,156
|
+15%
|
|
|
11
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$20.6M
|
–
|
–
|
–
|
|
|
12
|
LPL Financial
San Diego,
California
|
$20.2M
|
-$6.62M
|
-216,605
|
-24%
|
|
|
13
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$20M
|
+$2.42M
|
+79,319
|
+13%
|
|
|
14
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$18.5M
|
+$722K
|
+23,619
|
+4%
|
|
|
15
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$15.4M
|
-$945K
|
-30,919
|
-5%
|
|
|
16
|
Credit Suisse
Zurich,
Switzerland
|
$13M
|
-$8.26M
|
-270,467
|
-37%
|
|
|
17
|
Sentinel Asset Management
Montpelier,
Vermont
|
$11.9M
|
–
|
–
|
–
|
|
|
18
|
BlackRock Fund Advisors
San Francisco,
California
|
$11.4M
|
-$12.2M
|
-400,052
|
-50%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.99M
|
-$3.8M
|
-124,524
|
-26%
|
|
|
20
|
First Allied Advisory Services
San Diego,
California
|
$8.88M
|
-$1.28M
|
-41,974
|
-12%
|
|
|
21
|
Klingman & Associates
New York
|
$8.63M
|
+$79.4K
|
+2,600
|
+0.9%
|
|
|
22
|
Linscomb Wealth
Houston,
Texas
|
$8.02M
|
+$1.44M
|
+46,999
|
+20%
|
|
|
23
|
First National Bank of Hutchinson
Hutchinson,
Kansas
|
$7.75M
|
+$504K
|
+16,500
|
+6%
|
|
|
24
|
|
$7.36M
|
-$575K
|
-18,820
|
-7%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$7.27M
|
-$4.34M
|
-142,086
|
-35%
|
|
