|
1
|
Edelman Financial Services
Fairfax,
Virginia
|
$45.8M
|
+$3.11M
|
+54,339
|
+7%
|
|
|
2
|
SG Americas Securities
New York
|
$15.5M
|
-$5.73K
|
-100
|
-0%
|
|
|
3
|
Destination Wealth Management
Walnut Creek,
California
|
$14.1M
|
+$865K
|
+15,084
|
+6%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$9.61M
|
+$2.74M
|
+47,743
|
+39%
|
|
|
5
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$8.38M
|
+$8.27M
|
+144,183
|
+4,348%
|
|
|
6
|
|
$7.54M
|
+$425K
|
+7,407
|
+6%
|
|
|
7
|
Scotia Capital
Toronto,
Ontario, Canada
|
$6.27M
|
+$5.94M
|
+103,673
|
+1,581%
|
|
|
8
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$5.03M
|
-$189K
|
-3,295
|
-4%
|
|
|
9
|
|
$2.92M
|
+$2.65M
|
+46,146
|
+896%
|
|
|
10
|
|
$2.37M
|
-$1.43M
|
-24,910
|
-37%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$2.21M
|
+$162K
|
+2,833
|
+8%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$2.17M
|
-$99K
|
-1,727
|
-4%
|
|
|
13
|
HT Partners
Centerbrook,
Connecticut
|
$1.88M
|
+$1.89M
|
+32,971
|
New
|
|
|
14
|
Morningstar Investment Services
Chicago,
Illinois
|
$1.44M
|
+$1.45M
|
+25,282
|
New
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.41M
|
+$1.15M
|
+20,055
|
+425%
|
|
|
16
|
BHF Kleinwort Benson Group
Brussels,
Belgium
|
$1.36M
|
–
|
–
|
–
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$807K
|
+$814K
|
+14,200
|
New
|
|
|
18
|
Freedom Investment Management
Hartford,
Connecticut
|
$687K
|
-$117K
|
-2,041
|
-14%
|
|
|
19
|
Pictet Bank & Trust
Nassau,
Bahamas
|
$682K
|
–
|
–
|
–
|
|
|
20
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$636K
|
-$156K
|
-2,726
|
-20%
|
|
|
21
|
NTV Asset Management
Charleston,
West Virginia
|
$517K
|
–
|
–
|
–
|
|
|
22
|
Bank of New York Mellon
New York
|
$517K
|
+$31.9K
|
+556
|
+7%
|
|
|
23
|
Denver Investment Advisors
Denver,
Colorado
|
$445K
|
-$91.7K
|
-1,600
|
-17%
|
|
|
24
|
Perigon Wealth Management
San Francisco,
California
|
$394K
|
+$397K
|
+6,927
|
New
|
|
|
25
|
Veritable
Wilmington,
Delaware
|
$389K
|
+$392K
|
+6,835
|
New
|
|
