|
1
|
Bank of America
Charlotte,
North Carolina
|
$86.2M
|
-$3.79M
|
-148,170
|
-4%
|
|
|
2
|
Bouchey Financial Group
Troy,
New York
|
$35M
|
+$654K
|
+25,610
|
+2%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$32.2M
|
+$1.78M
|
+69,720
|
+5%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$30.6M
|
+$5.64M
|
+220,570
|
+20%
|
|
|
5
|
|
$26.9M
|
-$270K
|
-10,560
|
-0.9%
|
|
|
6
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$19.6M
|
+$1.7M
|
+66,400
|
+9%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$19.3M
|
-$2.6M
|
-101,730
|
-11%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$16.1M
|
+$282K
|
+11,040
|
+2%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.5M
|
-$3.26M
|
-127,470
|
-17%
|
|
|
10
|
Richard Bernstein Advisors
New York
|
$13.5M
|
-$767K
|
-30,000
|
-5%
|
|
|
11
|
|
$13.4M
|
-$25.2M
|
-984,700
|
-62%
|
|
|
12
|
|
$13.2M
|
+$8.92M
|
+349,090
|
+150%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.9M
|
-$855K
|
-33,440
|
-6%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$10.9M
|
+$4.23M
|
+165,610
|
+52%
|
|
|
15
|
Freedom Investment Management
Hartford,
Connecticut
|
$10.7M
|
+$181K
|
+7,090
|
+2%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$10.5M
|
-$120K
|
-4,690
|
-1%
|
|
|
17
|
Destination Wealth Management
Walnut Creek,
California
|
$10.1M
|
+$144K
|
+5,650
|
+1%
|
|
|
18
|
Snider Financial Group
Bellevue,
Washington
|
$8.71M
|
-$27.3K
|
-1,070
|
-0.3%
|
|
|
19
|
Cavalier Investments
Alpharetta,
Georgia
|
$7.52M
|
-$725K
|
-28,380
|
-8%
|
|
|
20
|
Prudential Financial
Newark,
New Jersey
|
$7.18M
|
-$10.3M
|
-402,600
|
-56%
|
|
|
21
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$7.15M
|
+$2.47M
|
+96,620
|
+44%
|
|
|
22
|
Treynor Bancshares
Treynor,
Iowa
|
$7.08M
|
+$860K
|
+33,640
|
+12%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.01M
|
+$637K
|
+24,910
|
+9%
|
|
|
24
|
Baker Avenue Asset Management
San Francisco,
California
|
$6.99M
|
-$255K
|
-9,960
|
-3%
|
|
|
25
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$5.86M
|
-$70.8K
|
-2,770
|
-1%
|
|
