|
1
|
Bank of America
Charlotte,
North Carolina
|
$232M
|
+$21.2M
|
+738,424
|
+10%
|
|
|
2
|
|
$199M
|
+$11M
|
+384,668
|
+6%
|
|
|
3
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$144M
|
+$48.5M
|
+1,691,952
|
+53%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$87.4M
|
+$12.4M
|
+432,980
|
+17%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$75.9M
|
+$17.1M
|
+596,456
|
+31%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$37.1M
|
+$11.5M
|
+402,020
|
+47%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$32.3M
|
+$15.7M
|
+547,608
|
+102%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$24.6M
|
-$1.37M
|
-47,672
|
-5%
|
|
|
9
|
United Capital Financial Advisors
Irving,
Texas
|
$24.4M
|
+$5.9M
|
+206,004
|
+34%
|
|
|
10
|
Bank of New York Mellon
New York
|
$24.3M
|
+$669K
|
+23,352
|
+3%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19.6M
|
-$17.2K
|
-600
|
-0.1%
|
|
|
12
|
|
$17.1M
|
+$900K
|
+31,416
|
+6%
|
|
|
13
|
Fidelity Investments
Boston,
Massachusetts
|
$14.7M
|
-$3.64M
|
-127,100
|
-20%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$14.7M
|
-$38.1M
|
-1,330,300
|
-73%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$14.6M
|
+$6.05M
|
+211,204
|
+75%
|
|
|
16
|
Howard Capital Management (New York)
New York
|
$13.2M
|
+$107K
|
+3,744
|
+0.9%
|
|
|
17
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$11.6M
|
+$1.26M
|
+43,972
|
+13%
|
|
|
18
|
HSBC Holdings
London,
United Kingdom
|
$11.4M
|
-$256K
|
-8,936
|
-2%
|
|
|
19
|
Brookstone Capital Management
Wheaton,
Illinois
|
$11.1M
|
+$10.7M
|
+372,000
|
New
|
|
|
20
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$10.5M
|
+$2.94M
|
+102,460
|
+41%
|
|
|
21
|
Stillwater Capital Advisors
Devon,
Pennsylvania
|
$10.1M
|
+$326K
|
+11,384
|
+3%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$9.7M
|
+$8.72M
|
+304,428
|
+1,399%
|
|
|
23
|
BlackRock Investment Management
Wilmington,
Delaware
|
$9.23M
|
-$534K
|
-18,648
|
-6%
|
|
|
24
|
Monroe Bank & Trust
Monroe,
Michigan
|
$8.76M
|
+$494K
|
+17,252
|
+6%
|
|
|
25
|
Braver Wealth Management
Needham,
Massachusetts
|
$8.55M
|
+$6.33M
|
+220,800
|
+332%
|
|
