|
1
|
Bank of America
Charlotte,
North Carolina
|
$195M
|
+$15.9M
|
+591,336
|
+9%
|
|
|
2
|
|
$189M
|
+$13.6M
|
+503,684
|
+8%
|
|
|
3
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$111M
|
+$7.12M
|
+264,140
|
+7%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$80.2M
|
+$2.59M
|
+95,892
|
+3%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$66.9M
|
+$9.61M
|
+356,392
|
+17%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$56.6M
|
+$34.3M
|
+1,272,208
|
+144%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$43.5M
|
-$2.61M
|
-96,900
|
-6%
|
|
|
8
|
Giralda Advisors
New York
|
$36.8M
|
+$5.24M
|
+194,400
|
+16%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$25.9M
|
-$256K
|
-9,480
|
-1%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.9M
|
+$13.8M
|
+510,176
|
+220%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19.2M
|
+$1.01M
|
+37,592
|
+6%
|
|
|
12
|
United Capital Financial Advisors
Irving,
Texas
|
$18.3M
|
+$11.8M
|
+437,320
|
+176%
|
|
|
13
|
|
$16.9M
|
-$81.1M
|
-3,009,192
|
-83%
|
|
|
14
|
HSBC Holdings
London,
United Kingdom
|
$14.3M
|
+$539K
|
+19,976
|
+4%
|
|
|
15
|
Confluence Investment Management
St. Louis,
Missouri
|
$12.6M
|
+$1.54M
|
+57,132
|
+14%
|
|
|
16
|
WealthTrust Fairport
Cleveland,
Ohio
|
$11.8M
|
-$341K
|
-12,644
|
-3%
|
|
|
17
|
BlackRock Investment Management
Wilmington,
Delaware
|
$11.3M
|
-$342K
|
-12,684
|
-3%
|
|
|
18
|
Braver Wealth Management
Needham,
Massachusetts
|
$11M
|
+$9.38M
|
+347,848
|
+545%
|
|
|
19
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$10.6M
|
+$3.46M
|
+128,492
|
+48%
|
|
|
20
|
|
$10.2M
|
-$652K
|
-24,188
|
-6%
|
|
|
21
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$9.98M
|
+$630K
|
+23,352
|
+7%
|
|
|
22
|
Howard Capital Management (New York)
New York
|
$9.79M
|
+$344K
|
+12,744
|
+4%
|
|
|
23
|
Fidelity Investments
Boston,
Massachusetts
|
$9.56M
|
+$6.79M
|
+251,888
|
+239%
|
|
|
24
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$8.87M
|
+$2.57M
|
+95,400
|
+40%
|
|
|
25
|
Stillwater Capital Advisors
Devon,
Pennsylvania
|
$8.67M
|
+$350K
|
+12,980
|
+4%
|
|
