|
1
|
Wells Fargo
San Francisco,
California
|
$80.3M
|
+$9.97M
|
+191,836
|
+15%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$68.5M
|
-$1.16M
|
-22,309
|
-2%
|
|
|
3
|
|
$59.2M
|
-$959K
|
-18,454
|
-2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$44.6M
|
+$3.13M
|
+60,183
|
+8%
|
|
|
5
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$42.7M
|
+$3.03M
|
+58,397
|
+8%
|
|
|
6
|
Aviance Capital Management
Sarasota,
Florida
|
$18.4M
|
+$9.89M
|
+190,389
|
+123%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.6M
|
+$2.38M
|
+45,844
|
+17%
|
|
|
8
|
|
$15.1M
|
-$785K
|
-15,117
|
-5%
|
|
|
9
|
D.J. St. Germain
Springfield,
Massachusetts
|
$12.5M
|
+$240K
|
+4,618
|
+2%
|
|
|
10
|
McGowan Group Asset Management
Dallas,
Texas
|
$10.9M
|
+$584K
|
+11,244
|
+6%
|
|
|
11
|
First Allied Advisory Services
San Diego,
California
|
$9.29M
|
-$6.13M
|
-117,932
|
-40%
|
|
|
12
|
JBJ Investment Partners
Charleston,
South Carolina
|
$8.64M
|
+$8.44M
|
+162,434
|
New
|
|
|
13
|
Columbus Macro
New Castle,
Pennsylvania
|
$8.2M
|
-$5.7M
|
-109,660
|
-42%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$7.97M
|
+$429K
|
+8,247
|
+6%
|
|
|
15
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$6.88M
|
+$1.17M
|
+22,426
|
+21%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$6.14M
|
+$5.19M
|
+99,795
|
+639%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.15M
|
+$2.45M
|
+47,217
|
+95%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.69M
|
-$6.81M
|
-131,078
|
-60%
|
|
|
19
|
Maryland Capital Management
Towson,
Maryland
|
$4.54M
|
+$796K
|
+15,320
|
+22%
|
|
|
20
|
AssetMark Inc
Concord,
California
|
$4.38M
|
+$437K
|
+8,403
|
+11%
|
|
|
21
|
RPTC Inc
Jackson,
Wyoming
|
$4.12M
|
+$81.7K
|
+1,572
|
+2%
|
|
|
22
|
Global Financial Private Capital
Sarasota,
Florida
|
$4.12M
|
+$10.5K
|
+202
|
+0.3%
|
|
|
23
|
|
$4.06M
|
+$520
|
+10
|
+0%
|
|
|
24
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$4.03M
|
+$37.9K
|
+730
|
+1%
|
|
|
25
|
Evergreen Capital Management
Bellevue,
Washington
|
$4.02M
|
+$2.55M
|
+49,157
|
+186%
|
|
