|
1
|
Bank of New York Mellon
New York
|
$28.7M
|
+$9.52M
|
+329,023
|
+50%
|
|
|
2
|
One Capital Management
Westlake Village,
California
|
$26.2M
|
+$909K
|
+31,426
|
+4%
|
|
|
3
|
Surevest
Los Angeles,
California
|
$5.11M
|
+$508K
|
+17,565
|
+11%
|
|
|
4
|
BB&T Securities
Richmond,
Virginia
|
$4.16M
|
+$2.28M
|
+78,885
|
+124%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.84M
|
+$1.05M
|
+36,142
|
+59%
|
|
|
6
|
|
$1.55M
|
+$1.53M
|
+52,970
|
New
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$1.34M
|
-$146K
|
-5,063
|
-10%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.14M
|
-$29.6K
|
-1,023
|
-3%
|
|
|
9
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$768K
|
–
|
–
|
–
|
|
|
10
|
Cetera Advisors
Denver,
Colorado
|
$594K
|
+$592K
|
+20,482
|
New
|
|
|
11
|
LPL Financial
San Diego,
California
|
$269K
|
-$51.1K
|
-1,766
|
-16%
|
|
|
12
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$247K
|
+$17.7K
|
+613
|
+8%
|
|
|
13
|
|
$223K
|
+$221K
|
+7,650
|
New
|
|
|
14
|
CIBC World Market
Toronto,
Ontario, Canada
|
$201K
|
-$5.5K
|
-190
|
-3%
|
|
|
15
|
Rockefeller Capital Management
New York
|
$153K
|
-$2.18M
|
-75,272
|
-93%
|
|
|
16
|
William Blair & Company
Chicago,
Illinois
|
$88K
|
–
|
–
|
–
|
|
|
17
|
Advisornet Financial
Minnetonka,
Minnesota
|
$34K
|
–
|
–
|
–
|
|
|
18
|
SignatureFD
Atlanta,
Georgia
|
$32K
|
+$31.5K
|
+1,088
|
New
|
|
|
19
|
Advisor Group
Phoenix,
Arizona
|
$31K
|
-$868
|
-30
|
-3%
|
|
|
20
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$23K
|
+$8.21K
|
+284
|
+56%
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$22K
|
+$21.9K
|
+757
|
New
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$3K
|
–
|
–
|
–
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
–
|
-$208K
|
-7,222
|
Closed
|
|
|
24
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
–
|
-$50K
|
-1,725
|
Closed
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
–
|
-$5K
|
-189
|
Closed
|
|
