|
1
|
Bank of America
Charlotte,
North Carolina
|
$269M
|
+$5.61M
|
+55,519
|
+2%
|
|
|
2
|
|
$206M
|
-$7.83M
|
-77,510
|
-3%
|
|
|
3
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$172M
|
+$4.3M
|
+42,534
|
+2%
|
|
|
4
|
Equitable Holdings
New York
|
$162M
|
-$6.14M
|
-60,801
|
-3%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$114M
|
+$3.81M
|
+37,750
|
+3%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$105M
|
-$230K
|
-2,282
|
-0.2%
|
|
|
7
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$105M
|
-$2.68M
|
-26,492
|
-2%
|
|
|
8
|
|
$82.5M
|
+$12.6M
|
+124,264
|
+16%
|
|
|
9
|
|
$81.7M
|
+$138K
|
+1,365
|
+0.2%
|
|
|
10
|
Destination Wealth Management
Walnut Creek,
California
|
$58.6M
|
+$504K
|
+4,988
|
+0.8%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$58.3M
|
+$1.06M
|
+10,531
|
+2%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$57.8M
|
+$434K
|
+4,300
|
+0.7%
|
|
|
13
|
Gray Foundation
Cohoes,
New York
|
$50.7M
|
–
|
–
|
–
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$40.7M
|
+$2.53M
|
+25,059
|
+6%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$38.9M
|
+$13.4M
|
+133,142
|
+45%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$38.8M
|
+$2.66M
|
+26,353
|
+7%
|
|
|
17
|
Oversea-Chinese Banking Corp (OCBC)
Singapore
|
$31.1M
|
+$22.3M
|
+221,155
|
+182%
|
|
|
18
|
Portfolio Strategies
Monsey,
New York
|
$27.8M
|
+$743K
|
+7,359
|
+2%
|
|
|
19
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$23.5M
|
+$627K
|
+6,204
|
+2%
|
|
|
20
|
Two Sigma Investments
New York
|
$22.4M
|
+$25M
|
+247,500
|
New
|
|
|
21
|
Allworth Financial
Folsom,
California
|
$22.4M
|
-$661K
|
-6,541
|
-3%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$21.4M
|
+$8.63M
|
+85,483
|
+57%
|
|
|
23
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$20.8M
|
-$205K
|
-2,034
|
-0.9%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.9M
|
-$5.13M
|
-50,783
|
-19%
|
|
|
25
|
Wellington Management Group
Boston,
Massachusetts
|
$18.9M
|
+$5.41M
|
+53,568
|
+34%
|
|
