|
1
|
Wells Fargo
San Francisco,
California
|
$60.6M
|
-$8.4M
|
-159,325
|
-11%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$60.2M
|
+$10.1M
|
+191,494
|
+17%
|
|
|
3
|
|
$52.1M
|
-$2.25M
|
-42,771
|
-4%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$35.8M
|
-$30.6M
|
-581,074
|
-43%
|
|
|
5
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$34.2M
|
-$134K
|
-2,550
|
-0.3%
|
|
|
6
|
Gradient Investments
Arden Hills,
Minnesota
|
$21M
|
-$273K
|
-5,177
|
-1%
|
|
|
7
|
|
$13.8M
|
+$47.5K
|
+901
|
+0.3%
|
|
|
8
|
First Allied Advisory Services
San Diego,
California
|
$13.4M
|
+$14.3M
|
+272,073
|
+1,336%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.3M
|
+$7.74M
|
+146,910
|
+123%
|
|
|
10
|
Columbus Macro
New Castle,
Pennsylvania
|
$12.1M
|
+$12.8M
|
+243,191
|
+1,183%
|
|
|
11
|
D.J. St. Germain
Springfield,
Massachusetts
|
$10.6M
|
-$7.97M
|
-151,208
|
-40%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.1M
|
+$7.4M
|
+140,501
|
+178%
|
|
|
13
|
McGowan Group Asset Management
Dallas,
Texas
|
$8.95M
|
+$10.2M
|
+194,394
|
New
|
|
|
14
|
Aviance Capital Management
Sarasota,
Florida
|
$7.15M
|
-$13.8M
|
-261,620
|
-63%
|
|
|
15
|
Harvest Capital Management
Concord,
New Hampshire
|
$6.82M
|
-$346K
|
-6,557
|
-4%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$6.53M
|
-$9.21M
|
-174,881
|
-55%
|
|
|
17
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$4.92M
|
-$5.61M
|
-106,385
|
-50%
|
|
|
18
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$3.99M
|
+$3.84M
|
+72,902
|
+530%
|
|
|
19
|
Global Financial Private Capital
Sarasota,
Florida
|
$3.55M
|
-$1.06M
|
-20,139
|
-21%
|
|
|
20
|
|
$3.51M
|
+$4.02M
|
+76,260
|
New
|
|
|
21
|
RPTC Inc
Jackson,
Wyoming
|
$3.49M
|
+$84.2K
|
+1,598
|
+2%
|
|
|
22
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$3.45M
|
-$5.99M
|
-113,688
|
-60%
|
|
|
23
|
AssetMark Inc
Concord,
California
|
$3.4M
|
+$5.38K
|
+102
|
+0.1%
|
|
|
24
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$3.23M
|
-$499K
|
-9,472
|
-12%
|
|
|
25
|
Maryland Capital Management
Towson,
Maryland
|
$3.22M
|
-$763K
|
-14,477
|
-17%
|
|
