|
1
|
Wells Fargo
San Francisco,
California
|
$981M
|
+$28.9M
|
+697,468
|
+3%
|
|
|
2
|
|
$293M
|
+$26.3M
|
+635,048
|
+10%
|
|
|
3
|
|
$230M
|
+$73.9M
|
+1,783,944
|
+50%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$136M
|
+$102M
|
+2,456,244
|
+339%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$109M
|
+$4.95M
|
+119,680
|
+5%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$89M
|
-$11.7M
|
-281,448
|
-12%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$71.4M
|
-$970K
|
-23,420
|
-1%
|
|
|
8
|
KeyBank National Association
Cleveland,
Ohio
|
$68.7M
|
-$3.34M
|
-80,592
|
-5%
|
|
|
9
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$60.6M
|
+$58.5M
|
+1,412,316
|
New
|
|
|
10
|
Edelman Financial Services
Fairfax,
Virginia
|
$55.7M
|
-$19.1M
|
-461,992
|
-26%
|
|
|
11
|
BOK Financial
Tulsa,
Oklahoma
|
$45.8M
|
+$304K
|
+7,352
|
+0.7%
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$45.6M
|
+$1.31M
|
+31,536
|
+3%
|
|
|
13
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$38.9M
|
-$298K
|
-7,204
|
-0.8%
|
|
|
14
|
M&T Bank
Buffalo,
New York
|
$35.4M
|
-$2.73M
|
-65,888
|
-7%
|
|
|
15
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$29.3M
|
+$13.8M
|
+333,804
|
+96%
|
|
|
16
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$27.8M
|
-$2.93M
|
-70,812
|
-10%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$25.7M
|
+$21.6M
|
+522,476
|
+680%
|
|
|
18
|
WealthTrust Fairport
Cleveland,
Ohio
|
$24.1M
|
-$1.2M
|
-28,888
|
-5%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$21.2M
|
+$2.82M
|
+68,040
|
+16%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$21.2M
|
-$11.6M
|
-279,368
|
-36%
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$21.1M
|
+$679K
|
+16,404
|
+3%
|
|
|
22
|
National Planning Corporation
El Segundo,
California
|
$20.9M
|
+$15.9M
|
+385,232
|
+340%
|
|
|
23
|
Northern Trust
Chicago,
Illinois
|
$19.4M
|
+$1.9M
|
+46,008
|
+11%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$18.5M
|
+$1.1M
|
+26,540
|
+7%
|
|
|
25
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$18.1M
|
+$5.92M
|
+142,900
|
+51%
|
|
