|
1
|
Bank of America
Charlotte,
North Carolina
|
$707M
|
+$110M
|
+2,346,102
|
+18%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$50M
|
-$2.91M
|
-62,287
|
-6%
|
|
|
3
|
Caprin Asset Management
Henrico,
Virginia
|
$40.9M
|
+$13.2M
|
+281,998
|
+48%
|
|
|
4
|
|
$24.2M
|
-$1.2M
|
-25,665
|
-5%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$23.2M
|
+$3.12M
|
+66,763
|
+16%
|
|
|
6
|
BB&T Securities
Richmond,
Virginia
|
$12.7M
|
-$542K
|
-11,608
|
-4%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.2M
|
+$4.92M
|
+105,300
|
+94%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$8.68M
|
-$3.34M
|
-71,452
|
-28%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$8.43M
|
+$474K
|
+10,145
|
+6%
|
|
|
10
|
Oppenheimer Asset Management
New York
|
$6.34M
|
+$6.32M
|
+135,270
|
New
|
|
|
11
|
AJ Wealth Strategies
New York
|
$6.29M
|
+$120K
|
+2,570
|
+2%
|
|
|
12
|
Bernicke Wealth Management
Altoona,
Wisconsin
|
$6.14M
|
-$651K
|
-13,949
|
-10%
|
|
|
13
|
Cardan Capital Partners
Denver,
Colorado
|
$6M
|
+$297K
|
+6,363
|
+5%
|
|
|
14
|
Vicus Capital
State College,
Pennsylvania
|
$5.19M
|
-$324K
|
-6,941
|
-6%
|
|
|
15
|
Bank of the West
Monterey Park,
California
|
$4.99M
|
+$4.27M
|
+91,436
|
+611%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.74M
|
-$9.25M
|
-198,069
|
-66%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$4.49M
|
-$475K
|
-10,172
|
-10%
|
|
|
18
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$4.11M
|
-$183K
|
-3,912
|
-4%
|
|
|
19
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$3.73M
|
+$591K
|
+12,665
|
+19%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.56M
|
+$392K
|
+8,398
|
+12%
|
|
|
21
|
Bank of New York Mellon
New York
|
$3.24M
|
+$2.88M
|
+61,606
|
+827%
|
|
|
22
|
|
$3.12M
|
+$2.37M
|
+50,663
|
+321%
|
|
|
23
|
Hefty Wealth Partners
Auburn,
Indiana
|
$2.89M
|
+$1.89M
|
+40,578
|
+192%
|
|
|
24
|
Cerity Partners OCIO
New York
|
$2.88M
|
+$859K
|
+18,392
|
+43%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.37M
|
-$677K
|
-14,507
|
-22%
|
|
