|
1
|
Bank of America
Charlotte,
North Carolina
|
$49.4M
|
+$13.6M
|
+358,513
|
+33%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$44.8M
|
+$23.6M
|
+623,075
|
+91%
|
|
|
3
|
|
$34.8M
|
+$5.76M
|
+152,351
|
+18%
|
|
|
4
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$26.8M
|
-$781K
|
-20,660
|
-3%
|
|
|
5
|
Cassaday & Co
Mclean,
Virginia
|
$26.6M
|
+$29.3M
|
+775,603
|
New
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$19.7M
|
+$6.79M
|
+179,606
|
+46%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$14.2M
|
-$109K
|
-2,895
|
-0.7%
|
|
|
8
|
BlackRock Advisors
Wilmington,
Delaware
|
$8.99M
|
+$361K
|
+9,561
|
+4%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$8.95M
|
-$7.6M
|
-200,928
|
-44%
|
|
|
10
|
|
$8.59M
|
-$177K
|
-4,692
|
-2%
|
|
|
11
|
BlackRock Investment Management
Wilmington,
Delaware
|
$8.24M
|
-$405K
|
-10,708
|
-4%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.46M
|
+$1.93M
|
+51,038
|
+31%
|
|
|
13
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$5.89M
|
–
|
–
|
–
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.39M
|
+$4.39M
|
+116,032
|
+282%
|
|
|
15
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$4.46M
|
+$4.91M
|
+130,000
|
New
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.14M
|
-$315K
|
-8,332
|
-6%
|
|
|
17
|
Veritable
Wilmington,
Delaware
|
$3.66M
|
-$404K
|
-10,688
|
-9%
|
|
|
18
|
Huntington National Bank
Columbus,
Ohio
|
$3.46M
|
–
|
–
|
–
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.15M
|
-$10.2M
|
-270,929
|
-75%
|
|
|
20
|
Foresters Investment Management
New York
|
$2.88M
|
–
|
–
|
–
|
|
|
21
|
Tower Research Capital (TRC)
New York
|
$2.87M
|
+$2.52M
|
+66,567
|
+387%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.41M
|
+$2.66M
|
+70,355
|
New
|
|
|
23
|
Stillwater Capital Advisors
Devon,
Pennsylvania
|
$2.41M
|
-$464K
|
-12,268
|
-15%
|
|
|
24
|
|
$2.37M
|
+$831K
|
+21,978
|
+47%
|
|
|
25
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.28M
|
+$1.17M
|
+30,899
|
+87%
|
|
