|
1
|
Bank of America
Charlotte,
North Carolina
|
$799M
|
+$145M
|
+3,002,012
|
+22%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$55.6M
|
+$1.58M
|
+32,826
|
+3%
|
|
|
3
|
Caprin Asset Management
Henrico,
Virginia
|
$43M
|
+$43.1M
|
+893,752
|
+4,255,962%
|
|
|
4
|
|
$25.9M
|
+$634K
|
+13,147
|
+3%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$24M
|
-$880K
|
-18,233
|
-4%
|
|
|
6
|
BB&T Securities
Richmond,
Virginia
|
$15.2M
|
+$1.01M
|
+20,930
|
+7%
|
|
|
7
|
Oppenheimer Asset Management
New York
|
$13.6M
|
+$4.1M
|
+85,000
|
+43%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$10.2M
|
+$253K
|
+5,244
|
+3%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$9.25M
|
-$23.6K
|
-489
|
-0.3%
|
|
|
10
|
AJ Wealth Strategies
New York
|
$8.82M
|
+$1.29M
|
+26,755
|
+17%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.5M
|
-$986K
|
-20,444
|
-10%
|
|
|
12
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$5.79M
|
+$1.64M
|
+34,077
|
+40%
|
|
|
13
|
Vicus Capital
State College,
Pennsylvania
|
$5.45M
|
-$81.6K
|
-1,692
|
-1%
|
|
|
14
|
Cardan Capital Partners
Denver,
Colorado
|
$5.24M
|
-$602K
|
-12,471
|
-10%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$5.04M
|
+$3.76K
|
+78
|
+0.1%
|
|
|
16
|
Cerity Partners OCIO
New York
|
$4.91M
|
+$2.03M
|
+41,975
|
+68%
|
|
|
17
|
|
$4.51M
|
+$4.52M
|
+93,728
|
New
|
|
|
18
|
Bank of the West
Monterey Park,
California
|
$4.29M
|
-$38.8K
|
-804
|
-0.9%
|
|
|
19
|
|
$4.13M
|
+$706K
|
+14,637
|
+21%
|
|
|
20
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$3.76M
|
+$82.8K
|
+1,717
|
+2%
|
|
|
21
|
Hefty Wealth Partners
Auburn,
Indiana
|
$3.34M
|
+$57.6K
|
+1,194
|
+2%
|
|
|
22
|
Bernicke Wealth Management
Altoona,
Wisconsin
|
$2.99M
|
-$812K
|
-16,833
|
-21%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.85M
|
-$437K
|
-9,065
|
-13%
|
|
|
24
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$2.7M
|
-$217K
|
-4,501
|
-7%
|
|
|
25
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$2.7M
|
-$27.5M
|
-570,641
|
-91%
|
|
