|
1
|
Bank of America
Charlotte,
North Carolina
|
$59.5M
|
-$4.87M
|
-160,029
|
-7%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$37.6M
|
-$1.32M
|
-43,340
|
-3%
|
|
|
3
|
|
$26.7M
|
-$17.1M
|
-560,974
|
-38%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$12.5M
|
+$5.5M
|
+180,602
|
+73%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$8.98M
|
-$28.6M
|
-939,146
|
-75%
|
|
|
6
|
Patriot Wealth Management
Houston,
Texas
|
$6.13M
|
+$94.9K
|
+3,116
|
+2%
|
|
|
7
|
US Financial Advisors
Braintree,
Massachusetts
|
$5.99M
|
+$22.3K
|
+732
|
+0.4%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.94M
|
+$6.18M
|
+202,809
|
New
|
|
|
9
|
United Capital Financial Advisors
Irving,
Texas
|
$5.87M
|
+$6.1M
|
+200,354
|
New
|
|
|
10
|
Giralda Advisors
New York
|
$5.75M
|
+$4.96K
|
+163
|
+0.1%
|
|
|
11
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$5.7M
|
-$283K
|
-9,276
|
-5%
|
|
|
12
|
|
$4.3M
|
+$4.22M
|
+138,502
|
+1,676%
|
|
|
13
|
SG Americas Securities
New York
|
$3.88M
|
-$1.77M
|
-57,973
|
-30%
|
|
|
14
|
Alpine Global Management
New York
|
$3.66M
|
+$3.81M
|
+125,125
|
New
|
|
|
15
|
Toth Financial Advisory
Leesburg,
Virginia
|
$3.31M
|
+$18K
|
+592
|
+0.5%
|
|
|
16
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$2.55M
|
–
|
–
|
–
|
|
|
17
|
LPL Financial
San Diego,
California
|
$2.45M
|
-$12M
|
-394,217
|
-82%
|
|
|
18
|
Northern Trust
Chicago,
Illinois
|
$2.44M
|
-$188K
|
-6,165
|
-7%
|
|
|
19
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.21M
|
-$359K
|
-11,798
|
-14%
|
|
|
20
|
Chemung Canal Trust
Elmira,
New York
|
$2.21M
|
–
|
–
|
–
|
|
|
21
|
Great Lakes Advisors
Chicago,
Illinois
|
$1.87M
|
+$100K
|
+3,293
|
+5%
|
|
|
22
|
Dowling & Yahnke
San Diego,
California
|
$1.76M
|
-$33.3K
|
-1,094
|
-2%
|
|
|
23
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$1.65M
|
-$12.4K
|
-406
|
-0.7%
|
|
|
24
|
NBT Bank
Norwich,
New York
|
$1.49M
|
-$52.3K
|
-1,717
|
-3%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.45M
|
+$479K
|
+15,735
|
+47%
|
|
