|
1
|
Bank of America
Charlotte,
North Carolina
|
$624M
|
+$32.8M
|
+670,576
|
+6%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$39.8M
|
+$3.69M
|
+75,246
|
+10%
|
|
|
3
|
|
$29.8M
|
-$5.24M
|
-106,959
|
-15%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$26.7M
|
+$4.19M
|
+85,585
|
+19%
|
|
|
5
|
Caprin Asset Management
Henrico,
Virginia
|
$25.4M
|
+$6.05M
|
+123,451
|
+32%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$24.7M
|
+$5.66M
|
+115,569
|
+30%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$10.7M
|
+$10.6M
|
+215,451
|
New
|
|
|
8
|
LPL Financial
San Diego,
California
|
$10.4M
|
-$35.2M
|
-718,662
|
-78%
|
|
|
9
|
BB&T Securities
Richmond,
Virginia
|
$9.72M
|
+$3.42M
|
+69,888
|
+56%
|
|
|
10
|
Cardan Capital Partners
Denver,
Colorado
|
$6.21M
|
+$168K
|
+3,421
|
+3%
|
|
|
11
|
Bernicke Wealth Management
Altoona,
Wisconsin
|
$6.2M
|
-$232K
|
-4,728
|
-4%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$6.15M
|
+$200K
|
+4,076
|
+3%
|
|
|
13
|
Vicus Capital
State College,
Pennsylvania
|
$6.14M
|
+$883K
|
+18,020
|
+17%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.27M
|
+$3.6M
|
+73,453
|
+585%
|
|
|
15
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$3.03M
|
+$2.98M
|
+60,899
|
New
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.56M
|
-$657K
|
-13,417
|
-21%
|
|
|
17
|
Comerica Bank
Dallas,
Texas
|
$2.34M
|
-$50.4K
|
-1,029
|
-2%
|
|
|
18
|
Hefty Wealth Partners
Auburn,
Indiana
|
$2.18M
|
+$34.2K
|
+698
|
+2%
|
|
|
19
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$2.14M
|
+$2.11M
|
+43,100
|
New
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.99M
|
-$1.47M
|
-29,935
|
-43%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.88M
|
+$1.38M
|
+28,254
|
+294%
|
|
|
22
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$1.77M
|
+$1.75M
|
+35,640
|
New
|
|
|
23
|
|
$1.71M
|
+$1.06M
|
+21,671
|
+169%
|
|
|
24
|
Cerity Partners OCIO
New York
|
$1.59M
|
-$135K
|
-2,766
|
-8%
|
|
|
25
|
Lazard Asset Management
New York
|
$1.58M
|
–
|
–
|
–
|
|
