|
1
|
Bank of America
Charlotte,
North Carolina
|
$591M
|
-$75.8M
|
-1,601,833
|
-11%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$52.3M
|
+$11.8M
|
+248,910
|
+28%
|
|
|
3
|
Raymond James & Associates
St Petersburg,
Florida
|
$34M
|
+$5.34M
|
+112,912
|
+18%
|
|
|
4
|
Caprin Asset Management
Henrico,
Virginia
|
$27.5M
|
-$10.2M
|
-216,470
|
-27%
|
|
|
5
|
|
$25.1M
|
-$1.47M
|
-31,120
|
-5%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$19.8M
|
-$3.37M
|
-71,225
|
-14%
|
|
|
7
|
BB&T Securities
Richmond,
Virginia
|
$13.9M
|
–
|
–
|
–
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$13.9M
|
+$14.2M
|
+299,097
|
New
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$11.9M
|
+$12.1M
|
+256,585
|
New
|
|
|
10
|
LPL Financial
San Diego,
California
|
$7.86M
|
-$2.64M
|
-55,824
|
-25%
|
|
|
11
|
Bernicke Wealth Management
Altoona,
Wisconsin
|
$6.72M
|
+$569K
|
+12,029
|
+9%
|
|
|
12
|
AJ Wealth Strategies
New York
|
$6.1M
|
+$6.23M
|
+131,538
|
New
|
|
|
13
|
Sigma Investment Management
Portland,
Oregon
|
$5.92M
|
+$6.04M
|
+127,681
|
New
|
|
|
14
|
Cardan Capital Partners
Denver,
Colorado
|
$5.64M
|
-$681K
|
-14,387
|
-11%
|
|
|
15
|
Vicus Capital
State College,
Pennsylvania
|
$5.46M
|
-$75.8K
|
-1,601
|
-1%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.18M
|
+$2.38M
|
+50,367
|
+82%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$4.91M
|
-$1.37M
|
-29,024
|
-22%
|
|
|
18
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$4.25M
|
+$4.33M
|
+91,535
|
New
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.14M
|
+$75.6K
|
+1,597
|
+2%
|
|
|
20
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$3.09M
|
+$276K
|
+5,840
|
+10%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.02M
|
-$6.77M
|
-142,976
|
-69%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.39M
|
-$117K
|
-2,477
|
-5%
|
|
|
23
|
Comerica Bank
Dallas,
Texas
|
$2.11M
|
-$313K
|
-6,618
|
-13%
|
|
|
24
|
LGL Partners
Philadelphia,
Pennsylvania
|
$2.1M
|
+$1.87M
|
+39,498
|
+697%
|
|
|
25
|
Cerity Partners OCIO
New York
|
$1.99M
|
+$291K
|
+6,148
|
+17%
|
|
