|
1
|
Bank of America
Charlotte,
North Carolina
|
$823M
|
+$26.5M
|
+560,940
|
+3%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$54.7M
|
-$1.83M
|
-38,756
|
-3%
|
|
|
3
|
Caprin Asset Management
Henrico,
Virginia
|
$42.1M
|
+$480K
|
+10,179
|
+1%
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$29.4M
|
+$29.5M
|
+625,263
|
New
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$26.2M
|
+$2.32M
|
+49,121
|
+10%
|
|
|
6
|
|
$24.2M
|
-$3.3M
|
-69,966
|
-12%
|
|
|
7
|
Oppenheimer Asset Management
New York
|
$20.2M
|
+$6.88M
|
+145,714
|
+51%
|
|
|
8
|
BB&T Securities
Richmond,
Virginia
|
$16.1M
|
+$1.17M
|
+24,807
|
+8%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.4M
|
-$15M
|
-317,085
|
-57%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$9.52M
|
+$480K
|
+10,164
|
+5%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$9.12M
|
+$380K
|
+8,053
|
+4%
|
|
|
12
|
Delta Dental Plan of Michigan
Okemos,
Michigan
|
$8.48M
|
–
|
–
|
–
|
|
|
13
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$6.25M
|
+$762K
|
+16,150
|
+14%
|
|
|
14
|
|
$5.77M
|
-$2.31M
|
-48,860
|
-28%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$5.62M
|
+$93.1K
|
+1,972
|
+2%
|
|
|
16
|
Vicus Capital
State College,
Pennsylvania
|
$5.55M
|
+$210K
|
+4,457
|
+4%
|
|
|
17
|
Cardan Capital Partners
Denver,
Colorado
|
$5M
|
-$273K
|
-5,793
|
-5%
|
|
|
18
|
AJ Wealth Strategies
New York
|
$4.97M
|
-$4.34M
|
-92,014
|
-47%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.92M
|
+$309K
|
+6,540
|
+8%
|
|
|
20
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$3.84M
|
+$129K
|
+2,728
|
+3%
|
|
|
21
|
|
$3.53M
|
+$1.45M
|
+30,813
|
+70%
|
|
|
22
|
Cerity Partners OCIO
New York
|
$3.48M
|
+$107K
|
+2,269
|
+3%
|
|
|
23
|
Bank of the West
Monterey Park,
California
|
$3.43M
|
-$644K
|
-13,635
|
-16%
|
|
|
24
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$3.01M
|
+$291K
|
+6,163
|
+11%
|
|
|
25
|
LGL Partners
Philadelphia,
Pennsylvania
|
$2.96M
|
+$302K
|
+6,393
|
+11%
|
|
