|
1
|
Bank of America
Charlotte,
North Carolina
|
$90.6M
|
+$4.28M
|
+87,317
|
+5%
|
|
|
2
|
|
$43.7M
|
-$2.74M
|
-55,813
|
-6%
|
|
|
3
|
Madison Investment Holdings
Madison,
Wisconsin
|
$41.1M
|
-$1.66M
|
-33,802
|
-4%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$33.9M
|
-$3.46M
|
-70,653
|
-10%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$26.2M
|
+$306K
|
+6,244
|
+1%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$19.4M
|
-$705K
|
-14,378
|
-4%
|
|
|
7
|
Bank of New York Mellon
New York
|
$18.1M
|
-$287K
|
-5,849
|
-2%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$17.6M
|
-$2.38M
|
-48,472
|
-12%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.2M
|
-$1.91M
|
-38,965
|
-12%
|
|
|
10
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$13.6M
|
-$349K
|
-7,120
|
-3%
|
|
|
11
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$13.5M
|
-$400K
|
-8,150
|
-3%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11M
|
-$707K
|
-14,409
|
-6%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.8M
|
-$1.64M
|
-33,376
|
-13%
|
|
|
14
|
Amundi Asset Management US
Boston,
Massachusetts
|
$6.39M
|
+$2.28M
|
+46,514
|
+58%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.89M
|
+$691K
|
+14,101
|
+14%
|
|
|
16
|
Private Advisor Group
Morristown,
New Jersey
|
$4.92M
|
-$238K
|
-4,861
|
-5%
|
|
|
17
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$4.3M
|
+$4.18M
|
+85,213
|
New
|
|
|
18
|
Destination Wealth Management
Walnut Creek,
California
|
$4.11M
|
-$91K
|
-1,855
|
-2%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$3.95M
|
-$117K
|
-2,394
|
-3%
|
|
|
20
|
Ruggie Capital Group
Tavares,
Florida
|
$3.89M
|
-$2.37M
|
-48,394
|
-39%
|
|
|
21
|
Cahill Financial Advisors
Edina,
Minnesota
|
$3.88M
|
-$38.6K
|
-787
|
-1%
|
|
|
22
|
MSI Financial Services
Springfield,
Massachusetts
|
$3.84M
|
-$175K
|
-3,570
|
-4%
|
|
|
23
|
|
$3.82M
|
+$1.47M
|
+29,973
|
+65%
|
|
|
24
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$3.51M
|
+$3.41M
|
+69,504
|
New
|
|
|
25
|
Choate Investment Advisors
Boston,
Massachusetts
|
$3.5M
|
-$2.27M
|
-46,351
|
-40%
|
|
