|
1
|
|
$313M
|
+$739K
|
+9,474
|
+0.2%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$253M
|
-$25M
|
-320,892
|
-9%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$194M
|
+$6.08M
|
+77,962
|
+3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$170M
|
-$517K
|
-6,628
|
-0.3%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$132M
|
-$1.53M
|
-19,674
|
-1%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$81.9M
|
+$990K
|
+12,694
|
+1%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$73.3M
|
-$180K
|
-2,312
|
-0.3%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$66.5M
|
-$270K
|
-3,466
|
-0.4%
|
|
|
9
|
M&T Bank
Buffalo,
New York
|
$63.1M
|
-$371K
|
-4,764
|
-0.6%
|
|
|
10
|
United Capital Financial Advisors
Irving,
Texas
|
$56.5M
|
+$1.59M
|
+20,338
|
+3%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$56M
|
+$17.9M
|
+229,310
|
+50%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$55M
|
+$1.15M
|
+14,750
|
+2%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$42.4M
|
+$6.47M
|
+82,910
|
+19%
|
|
|
14
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$39.3M
|
+$633K
|
+8,124
|
+2%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$33.6M
|
+$450K
|
+5,774
|
+1%
|
|
|
16
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$27.5M
|
-$226K
|
-2,900
|
-0.9%
|
|
|
17
|
Noven Financial Group
Denver,
Colorado
|
$19M
|
+$872K
|
+11,184
|
+5%
|
|
|
18
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$14.7M
|
+$162K
|
+2,076
|
+1%
|
|
|
19
|
KeyBank National Association
Cleveland,
Ohio
|
$14.7M
|
-$1.3M
|
-16,620
|
-9%
|
|
|
20
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$14.6M
|
-$588K
|
-7,544
|
-4%
|
|
|
21
|
GHP Investment Advisors
Denver,
Colorado
|
$14.5M
|
-$69.7K
|
-894
|
-0.5%
|
|
|
22
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$13.7M
|
+$7.63M
|
+97,786
|
+142%
|
|
|
23
|
NorthRock Partners
Minneapolis,
Minnesota
|
$13.7M
|
+$637K
|
+8,172
|
+5%
|
|
|
24
|
UMB Bank
Kansas City,
Missouri
|
$13.3M
|
-$202K
|
-2,588
|
-2%
|
|
|
25
|
Voya Financial Advisors
Windsor,
Connecticut
|
$13M
|
-$542K
|
-6,952
|
-4%
|
|
