|
1
|
Bank of America
Charlotte,
North Carolina
|
$663M
|
+$114M
|
+2,033,237
|
+20%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$537M
|
+$41.1M
|
+731,991
|
+8%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$202M
|
+$1.49M
|
+26,636
|
+0.7%
|
|
|
4
|
|
$100M
|
+$3.98M
|
+71,029
|
+4%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$94.6M
|
+$15M
|
+268,074
|
+18%
|
|
|
6
|
Alleghany Corporation
New York
|
$82.6M
|
+$2.92M
|
+52,000
|
+4%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$59.7M
|
-$28.7M
|
-511,446
|
-32%
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
$40.2M
|
-$1.27M
|
-22,639
|
-3%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$37.4M
|
+$11.8M
|
+210,704
|
+45%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$33.3M
|
+$1.93M
|
+34,458
|
+6%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$31.5M
|
+$4.24M
|
+75,621
|
+15%
|
|
|
12
|
Westwood Holdings Group
Dallas,
Texas
|
$25.2M
|
-$522K
|
-9,304
|
-2%
|
|
|
13
|
Private Advisor Group
Morristown,
New Jersey
|
$21.4M
|
+$2.38M
|
+42,488
|
+12%
|
|
|
14
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$16.1M
|
+$2.13M
|
+37,937
|
+15%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16M
|
+$3.72M
|
+66,284
|
+29%
|
|
|
16
|
GM Advisory Group
Melville,
New York
|
$15.6M
|
-$199K
|
-3,556
|
-1%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.3M
|
+$710K
|
+12,662
|
+5%
|
|
|
18
|
Advisor Group
Phoenix,
Arizona
|
$13.2M
|
-$2.76M
|
-49,252
|
-17%
|
|
|
19
|
Advanced Asset Management Advisors
Dublin,
Ohio
|
$13.1M
|
–
|
–
|
–
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$12.5M
|
-$8.47M
|
-151,056
|
-40%
|
|
|
21
|
Community Financial Services Group
Newport,
Vermont
|
$11.6M
|
+$1.74K
|
+31
|
+0%
|
|
|
22
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$11.4M
|
+$2.15M
|
+38,377
|
+23%
|
|
|
23
|
TIAA FSB
Jacksonville,
Florida
|
$11M
|
+$2.78M
|
+49,590
|
+33%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$9.93M
|
+$135K
|
+2,403
|
+1%
|
|
|
25
|
Sandy Spring Bank
Olney,
Maryland
|
$9.47M
|
+$3.78M
|
+67,308
|
+63%
|
|
