|
1
|
|
$446M
|
+$10.9M
|
+80,835
|
+3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$260M
|
+$4.7M
|
+34,835
|
+2%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$187M
|
+$271K
|
+2,008
|
+0.1%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$161M
|
-$3.61M
|
-26,765
|
-2%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$158M
|
+$346K
|
+2,565
|
+0.2%
|
|
|
6
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$154M
|
+$587M
|
+4,354,688
|
New
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$142M
|
-$3.08M
|
-22,800
|
-2%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$120M
|
+$11.1M
|
+82,307
|
+11%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$83.3M
|
+$18M
|
+133,600
|
+29%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$68.6M
|
+$1.53M
|
+11,372
|
+2%
|
|
|
11
|
M&T Bank
Buffalo,
New York
|
$68.5M
|
-$625K
|
-4,637
|
-0.9%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$56.3M
|
+$3.46M
|
+25,626
|
+7%
|
|
|
13
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$53.3M
|
-$355K
|
-2,631
|
-0.7%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$52M
|
+$2.24M
|
+16,640
|
+5%
|
|
|
15
|
|
$48.2M
|
-$2.14M
|
-15,839
|
-4%
|
|
|
16
|
One Capital Management
Westlake Village,
California
|
$47.9M
|
+$2.19M
|
+16,225
|
+5%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$46M
|
+$2.35M
|
+17,439
|
+6%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$42.4M
|
-$67.7K
|
-502
|
-0.2%
|
|
|
19
|
|
$38.8M
|
+$2.15M
|
+15,914
|
+6%
|
|
|
20
|
Falcon Wealth Planning
Ontario,
California
|
$31.1M
|
+$2.8M
|
+20,742
|
+10%
|
|
|
21
|
Oppenheimer Asset Management
New York
|
$27.4M
|
-$415K
|
-3,080
|
-2%
|
|
|
22
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$27.2M
|
+$535K
|
+3,969
|
+2%
|
|
|
23
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$27.2M
|
+$87.4K
|
+648
|
+0.3%
|
|
|
24
|
SPC Financial Inc
Rockville,
Maryland
|
$26.9M
|
-$944K
|
-7,000
|
-3%
|
|
|
25
|
Rockefeller Capital Management
New York
|
$26.8M
|
-$749K
|
-5,553
|
-3%
|
|
