|
1
|
Bank of America
Charlotte,
North Carolina
|
$115M
|
-$26.2M
|
-607,961
|
-19%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$86.6M
|
-$22.7M
|
-527,656
|
-21%
|
|
|
3
|
|
$75.8M
|
-$25.7M
|
-598,113
|
-26%
|
|
|
4
|
Madison Investment Holdings
Madison,
Wisconsin
|
$46M
|
-$2.48M
|
-57,617
|
-5%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$29M
|
-$4.76M
|
-110,636
|
-15%
|
|
|
6
|
|
$26M
|
+$1.14M
|
+26,575
|
+5%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$24.2M
|
-$6.49M
|
-150,941
|
-22%
|
|
|
8
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$24.1M
|
-$4.5M
|
-104,500
|
-16%
|
|
|
9
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$24.1M
|
-$4.5M
|
-104,500
|
-16%
|
|
|
10
|
Choate Investment Advisors
Boston,
Massachusetts
|
$17.7M
|
-$45.3M
|
-1,052,792
|
-73%
|
|
|
11
|
Bank of New York Mellon
New York
|
$17M
|
-$19.4K
|
-452
|
-0.1%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.1M
|
-$3.78M
|
-87,874
|
-20%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$15.1M
|
-$1.21M
|
-28,187
|
-8%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13.9M
|
-$830K
|
-19,278
|
-6%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13M
|
-$9.59M
|
-222,823
|
-44%
|
|
|
16
|
Rezny Wealth Management
Fort Myers,
Florida
|
$7.96M
|
-$69.5K
|
-1,616
|
-0.9%
|
|
|
17
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$6.94M
|
-$51.5K
|
-1,196
|
-0.8%
|
|
|
18
|
Muhlenkamp & Co
Wexford,
Pennsylvania
|
$6.38M
|
+$13.3K
|
+310
|
+0.2%
|
|
|
19
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$6.05M
|
-$873K
|
-20,293
|
-13%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.05M
|
-$302K
|
-7,024
|
-5%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$5.36M
|
-$103K
|
-2,400
|
-2%
|
|
|
22
|
Ruggie Capital Group
Tavares,
Florida
|
$5.23M
|
+$4.97M
|
+115,400
|
New
|
|
|
23
|
MSI Financial Services
Springfield,
Massachusetts
|
$4.83M
|
-$1.59M
|
-36,935
|
-26%
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
$3.85M
|
+$2.92M
|
+67,933
|
+401%
|
|
|
25
|
Destination Wealth Management
Walnut Creek,
California
|
$3.74M
|
–
|
–
|
–
|
|
