|
1
|
Bank of America
Charlotte,
North Carolina
|
$57.7M
|
+$9.78M
|
+264,481
|
+18%
|
|
|
2
|
|
$35.9M
|
+$1.68M
|
+45,509
|
+4%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$29.9M
|
+$11.5M
|
+311,090
|
+54%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$26M
|
+$14.1M
|
+381,569
|
+99%
|
|
|
5
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$21.8M
|
-$5.04M
|
-136,485
|
-17%
|
|
|
6
|
Cassaday & Co
Mclean,
Virginia
|
$14.5M
|
-$12.9M
|
-348,590
|
-45%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$14M
|
+$5.6M
|
+151,411
|
+58%
|
|
|
8
|
|
$9.91M
|
+$1.57M
|
+42,465
|
+17%
|
|
|
9
|
BlackRock Advisors
Wilmington,
Delaware
|
$8.22M
|
-$708K
|
-19,144
|
-7%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.1M
|
+$6.24M
|
+168,877
|
+240%
|
|
|
11
|
BlackRock Investment Management
Wilmington,
Delaware
|
$6.92M
|
-$1.31M
|
-35,567
|
-15%
|
|
|
12
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$5.81M
|
–
|
–
|
–
|
|
|
13
|
|
$5.66M
|
+$4.52M
|
+122,228
|
+273%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.75M
|
+$728K
|
+19,699
|
+16%
|
|
|
15
|
Veritable
Wilmington,
Delaware
|
$4.54M
|
+$1.02M
|
+27,464
|
+26%
|
|
|
16
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$4.54M
|
+$4.95M
|
+134,045
|
New
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$4.41M
|
-$43.5M
|
-1,176,074
|
-90%
|
|
|
18
|
First Allied Advisory Services
San Diego,
California
|
$4.17M
|
+$4.21M
|
+113,919
|
+1,257%
|
|
|
19
|
BNP Paribas Financial Markets
Paris,
France
|
$4.06M
|
+$4.44M
|
+120,000
|
New
|
|
|
20
|
Huntington National Bank
Columbus,
Ohio
|
$4M
|
–
|
–
|
–
|
|
|
21
|
Archford Capital Strategies
Swansea,
Illinois
|
$3.58M
|
+$3.9M
|
+105,613
|
New
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.33M
|
-$4.39M
|
-118,810
|
-55%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.22M
|
+$124K
|
+3,358
|
+4%
|
|
|
24
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$2.97M
|
+$3.24M
|
+87,785
|
New
|
|
|
25
|
Cetera Investment Management
El Segundo,
California
|
$2.87M
|
+$3.13M
|
+84,763
|
New
|
|
