|
1
|
Bank of America
Charlotte,
North Carolina
|
$95.7M
|
-$3.09M
|
-81,906
|
-3%
|
|
|
2
|
|
$80.1M
|
+$23.2M
|
+614,693
|
+44%
|
|
|
3
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$24.7M
|
-$1.58M
|
-41,999
|
-6%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$20.6M
|
+$4.54M
|
+120,413
|
+30%
|
|
|
5
|
United Capital Financial Advisors
Irving,
Texas
|
$15.8M
|
+$13.8M
|
+365,101
|
+1,102%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.1M
|
+$10.1M
|
+267,858
|
+236%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$13.4M
|
+$4.59M
|
+121,724
|
+56%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$13M
|
+$372K
|
+9,884
|
+3%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.3M
|
+$297K
|
+7,892
|
+3%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.6M
|
+$2.36M
|
+62,640
|
+49%
|
|
|
11
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$5.38M
|
+$3.07M
|
+81,530
|
+151%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.96M
|
+$1.01M
|
+26,764
|
+27%
|
|
|
13
|
Veritable
Wilmington,
Delaware
|
$4.25M
|
-$523K
|
-13,896
|
-11%
|
|
|
14
|
|
$3.77M
|
-$10.2M
|
-271,603
|
-74%
|
|
|
15
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$3.62M
|
-$94.7K
|
-2,515
|
-3%
|
|
|
16
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$3M
|
+$2.82M
|
+74,819
|
+10,070%
|
|
|
17
|
|
$2.9M
|
+$535K
|
+14,200
|
+24%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$2.83M
|
-$893K
|
-23,707
|
-25%
|
|
|
19
|
Scotia Capital
Toronto,
Ontario, Canada
|
$2.71M
|
+$131K
|
+3,472
|
+5%
|
|
|
20
|
William Blair & Company
Chicago,
Illinois
|
$2.7M
|
+$2.56M
|
+68,019
|
New
|
|
|
21
|
Huntington National Bank
Columbus,
Ohio
|
$2.52M
|
–
|
–
|
–
|
|
|
22
|
Stephens Inc
Little Rock,
Arkansas
|
$2.43M
|
+$679K
|
+18,032
|
+42%
|
|
|
23
|
Summit X LLC
Chesterfield,
Missouri
|
$2.33M
|
-$240K
|
-6,371
|
-10%
|
|
|
24
|
First Allied Advisory Services
San Diego,
California
|
$2.3M
|
-$324K
|
-8,607
|
-13%
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
$2.23M
|
+$586K
|
+15,556
|
+38%
|
|
