|
1
|
|
$310M
|
-$12.9M
|
-154,820
|
-4%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$287M
|
+$24.7M
|
+294,862
|
+10%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$216M
|
+$15.3M
|
+182,874
|
+8%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$180M
|
+$4.17M
|
+49,860
|
+2%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$136M
|
-$808K
|
-9,658
|
-0.6%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$94.3M
|
+$25M
|
+299,470
|
+37%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$90M
|
+$5.16M
|
+61,688
|
+6%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$77.6M
|
+$1.69M
|
+20,212
|
+2%
|
|
|
9
|
M&T Bank
Buffalo,
New York
|
$64.9M
|
-$368K
|
-4,400
|
-0.6%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$61.3M
|
+$1.71M
|
+20,452
|
+3%
|
|
|
11
|
United Capital Financial Advisors
Irving,
Texas
|
$59.7M
|
+$717K
|
+8,568
|
+1%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$55.5M
|
-$1.39M
|
-16,584
|
-2%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$48.5M
|
+$4.55M
|
+54,404
|
+11%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$39.4M
|
+$4.58M
|
+54,742
|
+13%
|
|
|
15
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$29.4M
|
-$11.1M
|
-132,450
|
-28%
|
|
|
16
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$28.6M
|
+$231K
|
+2,762
|
+0.8%
|
|
|
17
|
|
$20.9M
|
+$8.37M
|
+100,124
|
+69%
|
|
|
18
|
Noven Financial Group
Denver,
Colorado
|
$19.7M
|
-$18.6K
|
-222
|
-0.1%
|
|
|
19
|
Arrow Investment Advisors
Laurel,
Maryland
|
$17.9M
|
+$17.6M
|
+210,184
|
New
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$16.9M
|
+$8.61M
|
+102,936
|
+107%
|
|
|
21
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$15.3M
|
+$227K
|
+2,720
|
+2%
|
|
|
22
|
Centerpoint Advisors
Needham,
Massachusetts
|
$15.2M
|
+$14.9M
|
+178,200
|
New
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$15M
|
+$3.66M
|
+43,810
|
+33%
|
|
|
24
|
GHP Investment Advisors
Denver,
Colorado
|
$14.8M
|
-$273K
|
-3,268
|
-2%
|
|
|
25
|
KeyBank National Association
Cleveland,
Ohio
|
$14.7M
|
-$449K
|
-5,370
|
-3%
|
|
