|
1
|
Wells Fargo
San Francisco,
California
|
$824M
|
+$62.9M
|
+1,743,276
|
+9%
|
|
|
2
|
|
$348M
|
+$99.2M
|
+2,750,364
|
+42%
|
|
|
3
|
|
$128M
|
+$1.77M
|
+49,156
|
+1%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$88.3M
|
-$67.5K
|
-1,872
|
-0.1%
|
|
|
5
|
|
$83.6M
|
+$8.03M
|
+222,520
|
+11%
|
|
|
6
|
KeyBank National Association
Cleveland,
Ohio
|
$61.2M
|
+$2.24M
|
+62,180
|
+4%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$54.3M
|
+$327K
|
+9,056
|
+0.6%
|
|
|
8
|
Edelman Financial Services
Fairfax,
Virginia
|
$50M
|
+$4.43M
|
+122,672
|
+10%
|
|
|
9
|
BOK Financial
Tulsa,
Oklahoma
|
$47M
|
-$263K
|
-7,284
|
-0.6%
|
|
|
10
|
Private Advisor Group
Morristown,
New Jersey
|
$46.9M
|
+$5M
|
+138,600
|
New
|
|
|
11
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$46.9M
|
-$1.42M
|
-39,484
|
-3%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$46.4M
|
+$2.58M
|
+71,404
|
+6%
|
|
|
13
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$34.1M
|
+$15.7K
|
+436
|
+0%
|
|
|
14
|
Cobble Hill Financial Services
Moorestown,
New Jersey
|
$33.8M
|
-$721K
|
-20,000
|
-2%
|
|
|
15
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$33.7M
|
+$22.1M
|
+613,416
|
+217%
|
|
|
16
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$28M
|
+$2.27M
|
+62,940
|
+9%
|
|
|
17
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$26.4M
|
-$12.7M
|
-351,364
|
-33%
|
|
|
18
|
SFMG Wealth Advisors
Plano,
Texas
|
$25.2M
|
+$1.53M
|
+42,320
|
+7%
|
|
|
19
|
WealthTrust Fairport
Cleveland,
Ohio
|
$22.7M
|
+$742K
|
+20,560
|
+4%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$21.5M
|
+$8.35M
|
+231,524
|
+68%
|
|
|
21
|
Confluence Investment Management
St. Louis,
Missouri
|
$18M
|
+$11.3M
|
+312,124
|
+186%
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$16.4M
|
+$477K
|
+13,236
|
+3%
|
|
|
23
|
First Merchants Corp
Muncie,
Indiana
|
$15.7M
|
+$73.4K
|
+2,036
|
+0.5%
|
|
|
24
|
|
$14.7M
|
+$918K
|
+25,460
|
+7%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$14.2M
|
+$2.97M
|
+82,240
|
+28%
|
|
