|
1
|
Wells Fargo
San Francisco,
California
|
$84.5M
|
-$1.81M
|
-31,017
|
-2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$77.8M
|
+$9.08M
|
+156,014
|
+13%
|
|
|
3
|
|
$67.3M
|
-$661K
|
-11,365
|
-1%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$64M
|
-$1.05M
|
-18,054
|
-2%
|
|
|
5
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$42.8M
|
+$1.62M
|
+27,904
|
+4%
|
|
|
6
|
Gradient Investments
Arden Hills,
Minnesota
|
$26.4M
|
+$398K
|
+6,845
|
+2%
|
|
|
7
|
Aviance Capital Management
Sarasota,
Florida
|
$23.9M
|
-$1.02M
|
-17,610
|
-4%
|
|
|
8
|
D.J. St. Germain
Springfield,
Massachusetts
|
$21.9M
|
+$803K
|
+13,799
|
+4%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$18.1M
|
-$549K
|
-9,426
|
-3%
|
|
|
10
|
|
$17.1M
|
-$2.34M
|
-40,210
|
-12%
|
|
|
11
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$12.2M
|
+$119K
|
+2,046
|
+1%
|
|
|
12
|
Tradewinds Capital Management
Bellingham,
Washington
|
$12.2M
|
+$12.4M
|
+212,625
|
New
|
|
|
13
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$10.8M
|
-$45.2K
|
-777
|
-0.4%
|
|
|
14
|
Harvest Capital Management
Concord,
New Hampshire
|
$8.87M
|
+$488K
|
+8,390
|
+6%
|
|
|
15
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$7M
|
+$265K
|
+4,556
|
+4%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.84M
|
+$169K
|
+2,911
|
+2%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.62M
|
-$739K
|
-12,692
|
-10%
|
|
|
18
|
Global Financial Private Capital
Sarasota,
Florida
|
$5.58M
|
-$97.8K
|
-1,680
|
-2%
|
|
|
19
|
Maryland Capital Management
Towson,
Maryland
|
$4.84M
|
-$55.5K
|
-954
|
-1%
|
|
|
20
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$4.56M
|
+$99.2K
|
+1,704
|
+2%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.51M
|
+$507K
|
+8,713
|
+12%
|
|
|
22
|
RPTC Inc
Jackson,
Wyoming
|
$4.26M
|
-$1.46M
|
-25,062
|
-25%
|
|
|
23
|
AssetMark Inc
Concord,
California
|
$4.23M
|
-$660K
|
-11,345
|
-13%
|
|
|
24
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$4.09M
|
-$27.1K
|
-465
|
-0.6%
|
|
|
25
|
Nottingham Advisors
Amherst,
New York
|
$3.73M
|
-$5M
|
-85,899
|
-56%
|
|
