|
1
|
Wells Fargo
San Francisco,
California
|
$1.06B
|
+$27.1M
|
+661,544
|
+3%
|
|
|
2
|
|
$284M
|
-$9.35M
|
-228,368
|
-3%
|
|
|
3
|
|
$142M
|
-$91M
|
-2,222,760
|
-39%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$122M
|
+$14.1M
|
+344,296
|
+13%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$112M
|
+$15.7M
|
+384,100
|
+16%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$92M
|
+$4.74M
|
+115,936
|
+5%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$79.5M
|
+$8.8M
|
+214,996
|
+12%
|
|
|
8
|
KeyBank National Association
Cleveland,
Ohio
|
$60.5M
|
-$2.37M
|
-57,828
|
-4%
|
|
|
9
|
Edelman Financial Services
Fairfax,
Virginia
|
$58.7M
|
+$2.96M
|
+72,280
|
+5%
|
|
|
10
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$43.1M
|
-$1.03M
|
-25,232
|
-2%
|
|
|
11
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$38.5M
|
+$58.6K
|
+1,432
|
+0.1%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$30.3M
|
+$5.9M
|
+144,236
|
+24%
|
|
|
13
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$28.2M
|
+$477K
|
+11,660
|
+2%
|
|
|
14
|
BOK Financial
Tulsa,
Oklahoma
|
$27.6M
|
-$82.2K
|
-2,008
|
-0.3%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$25.5M
|
+$1.21M
|
+29,676
|
+5%
|
|
|
16
|
Northern Trust
Chicago,
Illinois
|
$25.1M
|
+$4.58M
|
+112,004
|
+22%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$24.7M
|
+$7.8M
|
+190,644
|
+45%
|
|
|
18
|
M&T Bank
Buffalo,
New York
|
$24.4M
|
-$3.34M
|
-81,584
|
-12%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$24.2M
|
-$5.33M
|
-130,160
|
-18%
|
|
|
20
|
WealthTrust Fairport
Cleveland,
Ohio
|
$22.5M
|
+$245K
|
+5,988
|
+1%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$21.9M
|
+$2.43M
|
+59,380
|
+12%
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$19.6M
|
-$586K
|
-14,320
|
-3%
|
|
|
23
|
Confluence Investment Management
St. Louis,
Missouri
|
$19M
|
+$840K
|
+20,528
|
+5%
|
|
|
24
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$18.7M
|
-$615K
|
-15,028
|
-3%
|
|
|
25
|
Main Management
San Francisco,
California
|
$16.9M
|
+$222K
|
+5,420
|
+1%
|
|
