|
1
|
Wells Fargo
San Francisco,
California
|
$1.02B
|
+$53.6M
|
+1,251,332
|
+5%
|
|
|
2
|
|
$298M
|
+$8.09M
|
+188,980
|
+3%
|
|
|
3
|
|
$227M
|
+$64.9K
|
+1,516
|
+0%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$143M
|
+$8.1M
|
+189,064
|
+6%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$115M
|
+$7.54M
|
+175,960
|
+7%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$94.9M
|
+$6.99M
|
+163,196
|
+8%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$72.6M
|
+$2.03M
|
+47,316
|
+3%
|
|
|
8
|
KeyBank National Association
Cleveland,
Ohio
|
$68M
|
+$184K
|
+4,300
|
+0.3%
|
|
|
9
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$57.9M
|
-$1.94M
|
-45,372
|
-3%
|
|
|
10
|
Edelman Financial Services
Fairfax,
Virginia
|
$56.3M
|
+$1.27M
|
+29,764
|
+2%
|
|
|
11
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$44.9M
|
-$186K
|
-4,332
|
-0.4%
|
|
|
12
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$38.7M
|
-$281K
|
-6,568
|
-0.7%
|
|
|
13
|
M&T Bank
Buffalo,
New York
|
$37.7M
|
+$2.69M
|
+62,872
|
+8%
|
|
|
14
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$30.7M
|
+$1.8M
|
+42,012
|
+6%
|
|
|
15
|
BOK Financial
Tulsa,
Oklahoma
|
$28.6M
|
-$16.9M
|
-393,496
|
-37%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$25.1M
|
-$337K
|
-7,860
|
-1%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$23.4M
|
+$2.52M
|
+58,788
|
+12%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$23.2M
|
+$4.99M
|
+116,576
|
+27%
|
|
|
19
|
WealthTrust Fairport
Cleveland,
Ohio
|
$23.1M
|
-$688K
|
-16,056
|
-3%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$22.8M
|
+$2.04M
|
+47,740
|
+10%
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$22.8M
|
+$4.97M
|
+116,128
|
+28%
|
|
|
22
|
National Planning Corporation
El Segundo,
California
|
$22.5M
|
+$1.07M
|
+25,044
|
+5%
|
|
|
23
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$21.7M
|
-$5.79M
|
-135,164
|
-21%
|
|
|
24
|
Sandler Capital Management
New York
|
$21.4M
|
+$21.7M
|
+506,000
|
New
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$20.6M
|
-$317K
|
-7,412
|
-1%
|
|
