|
1
|
Bank of America
Charlotte,
North Carolina
|
$765M
|
+$15.3M
|
+1,333,558
|
+2%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$171M
|
-$9.61M
|
-838,619
|
-5%
|
|
|
3
|
|
$91M
|
+$1.06M
|
+92,888
|
+1%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$75.5M
|
-$3.99M
|
-348,620
|
-5%
|
|
|
5
|
|
$51.5M
|
+$3.41M
|
+298,013
|
+7%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$47.2M
|
-$9.4M
|
-820,373
|
-17%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$46.9M
|
-$13.4M
|
-1,168,089
|
-22%
|
|
|
8
|
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
|
$42.1M
|
-$11.9M
|
-1,036,225
|
-22%
|
|
|
9
|
Bessemer Group
Woodbridge,
New Jersey
|
$40.4M
|
-$9.11K
|
-795
|
-0%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$37.7M
|
+$1.82M
|
+159,156
|
+5%
|
|
|
11
|
Allworth Financial
Folsom,
California
|
$35.4M
|
+$2.31M
|
+201,458
|
+7%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$33.7M
|
+$2.23M
|
+194,411
|
+7%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$19.7M
|
-$397K
|
-34,674
|
-2%
|
|
|
14
|
Checchi Capital Advisers
Beverly Hills,
California
|
$18M
|
+$1.08M
|
+93,853
|
+6%
|
|
|
15
|
Huntington National Bank
Columbus,
Ohio
|
$15.5M
|
–
|
–
|
–
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.2M
|
-$1.02M
|
-88,622
|
-6%
|
|
|
17
|
Mader & Shannon Wealth Management
Kansas City,
Missouri
|
$14.4M
|
+$14.3M
|
+1,245,561
|
New
|
|
|
18
|
Clearstead Advisors
Cleveland,
Ohio
|
$14.1M
|
+$4.91M
|
+428,903
|
+54%
|
|
|
19
|
Cary Street Partners
Richmond,
Virginia
|
$12.7M
|
+$667K
|
+58,203
|
+6%
|
|
|
20
|
|
$11.8M
|
-$786K
|
-68,604
|
-6%
|
|
|
21
|
Private Advisor Group
Morristown,
New Jersey
|
$10.5M
|
-$504K
|
-43,994
|
-5%
|
|
|
22
|
MAI Capital Management
Independence,
Ohio
|
$10.2M
|
+$783K
|
+68,388
|
+8%
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
$10.2M
|
+$110K
|
+9,578
|
+1%
|
|
|
24
|
Rockefeller Capital Management
New York
|
$9.44M
|
+$3.37M
|
+294,511
|
+57%
|
|
|
25
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$9.24M
|
-$164K
|
-14,309
|
-2%
|
|
