|
1
|
Bank of America
Charlotte,
North Carolina
|
$66.2M
|
-$49.6M
|
-1,650,393
|
-43%
|
|
|
2
|
|
$44.5M
|
+$11.5M
|
+382,626
|
+35%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$40.1M
|
+$1.66M
|
+55,353
|
+4%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$37.6M
|
+$28.9M
|
+963,313
|
+341%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$14.8M
|
+$12.9M
|
+428,170
|
+841%
|
|
|
6
|
|
$13.6M
|
+$13.5M
|
+450,000
|
New
|
|
|
7
|
|
$7.56M
|
+$1.2M
|
+40,000
|
+19%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$7.48M
|
+$1.66M
|
+55,139
|
+29%
|
|
|
9
|
Patriot Wealth Management
Houston,
Texas
|
$6.23M
|
+$1.64M
|
+54,719
|
+36%
|
|
|
10
|
US Financial Advisors
Braintree,
Massachusetts
|
$6.17M
|
-$179K
|
-5,958
|
-3%
|
|
|
11
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$6.16M
|
-$1.64M
|
-54,724
|
-21%
|
|
|
12
|
Giralda Advisors
New York
|
$5.93M
|
-$1.02M
|
-33,823
|
-15%
|
|
|
13
|
SG Americas Securities
New York
|
$5.76M
|
+$1.86M
|
+61,926
|
+48%
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$4.74M
|
-$189K
|
-6,294
|
-4%
|
|
|
15
|
PVG Asset Management
Golden,
Colorado
|
$3.72M
|
+$3.7M
|
+123,025
|
New
|
|
|
16
|
Toth Financial Advisory
Leesburg,
Virginia
|
$3.39M
|
+$142K
|
+4,731
|
+4%
|
|
|
17
|
Northern Trust
Chicago,
Illinois
|
$2.7M
|
+$123K
|
+4,088
|
+5%
|
|
|
18
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.64M
|
-$610K
|
-20,302
|
-19%
|
|
|
19
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$2.63M
|
+$521K
|
+17,354
|
+25%
|
|
|
20
|
National Planning Corporation
El Segundo,
California
|
$2.57M
|
+$2.53M
|
+84,053
|
+9,487%
|
|
|
21
|
Chemung Canal Trust
Elmira,
New York
|
$2.28M
|
–
|
–
|
–
|
|
|
22
|
Dowling & Yahnke
San Diego,
California
|
$1.85M
|
-$49.6K
|
-1,651
|
-3%
|
|
|
23
|
Great Lakes Advisors
Chicago,
Illinois
|
$1.83M
|
-$10.5K
|
-348
|
-0.6%
|
|
|
24
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$1.72M
|
-$33.1K
|
-1,101
|
-2%
|
|
|
25
|
NBT Bank
Norwich,
New York
|
$1.59M
|
+$39.8K
|
+1,325
|
+3%
|
|
