|
1
|
Bank of America
Charlotte,
North Carolina
|
$815M
|
+$15.3M
|
+318,698
|
+2%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$57.8M
|
+$2.24M
|
+46,532
|
+4%
|
|
|
3
|
Caprin Asset Management
Henrico,
Virginia
|
$42.6M
|
-$425K
|
-8,826
|
-1%
|
|
|
4
|
|
$28.1M
|
+$2.15M
|
+44,641
|
+8%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$27M
|
+$18.4M
|
+383,198
|
+217%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$24.4M
|
+$349K
|
+7,251
|
+1%
|
|
|
7
|
BB&T Securities
Richmond,
Virginia
|
$15.3M
|
+$118K
|
+2,443
|
+0.8%
|
|
|
8
|
Oppenheimer Asset Management
New York
|
$13.6M
|
–
|
–
|
–
|
|
|
9
|
AJ Wealth Strategies
New York
|
$9.51M
|
+$687K
|
+14,275
|
+8%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$9.25M
|
-$14.7K
|
-305
|
-0.2%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$8.93M
|
-$1.25M
|
-25,954
|
-12%
|
|
|
12
|
Delta Dental Plan of Michigan
Okemos,
Michigan
|
$8.45M
|
+$8.68M
|
+180,236
|
New
|
|
|
13
|
|
$8.25M
|
+$8.25M
|
+171,483
|
New
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$5.65M
|
+$599K
|
+12,447
|
+12%
|
|
|
15
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$5.62M
|
-$172K
|
-3,572
|
-3%
|
|
|
16
|
Vicus Capital
State College,
Pennsylvania
|
$5.47M
|
+$6.5K
|
+135
|
+0.1%
|
|
|
17
|
Cardan Capital Partners
Denver,
Colorado
|
$5.39M
|
+$156K
|
+3,241
|
+3%
|
|
|
18
|
Private Wealth Group
Tampa,
Florida
|
$4.24M
|
+$4.24M
|
+87,987
|
New
|
|
|
19
|
Bank of the West
Monterey Park,
California
|
$4.17M
|
-$124K
|
-2,583
|
-3%
|
|
|
20
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$3.8M
|
+$32.6K
|
+677
|
+0.9%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.71M
|
+$851K
|
+17,671
|
+30%
|
|
|
22
|
Hefty Wealth Partners
Auburn,
Indiana
|
$3.52M
|
+$177K
|
+3,668
|
+5%
|
|
|
23
|
Cerity Partners OCIO
New York
|
$3.44M
|
-$1.52M
|
-31,654
|
-31%
|
|
|
24
|
Comerica Bank
Dallas,
Texas
|
$3.19M
|
+$801K
|
+16,638
|
+33%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.14M
|
+$863K
|
+17,922
|
+38%
|
|
