|
1
|
Bank of America
Charlotte,
North Carolina
|
$170M
|
-$288M
|
-7,907,112
|
-64%
|
|
|
2
|
|
$101M
|
+$2.19M
|
+60,088
|
+2%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$79.5M
|
-$783K
|
-21,479
|
-1%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$64.9M
|
+$4.92M
|
+135,108
|
+9%
|
|
|
5
|
Davis Investment Partners
Charlotte,
North Carolina
|
$58.4M
|
-$1.96M
|
-53,909
|
-3%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$53.6M
|
-$3.23M
|
-88,660
|
-6%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$48M
|
-$655K
|
-17,970
|
-1%
|
|
|
8
|
Bouchey Financial Group
Troy,
New York
|
$42.2M
|
-$5.59M
|
-153,390
|
-12%
|
|
|
9
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$40.4M
|
+$3.33M
|
+91,300
|
+9%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$40M
|
-$7.43M
|
-203,751
|
-16%
|
|
|
11
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$38.9M
|
+$2.06M
|
+56,519
|
+6%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$33.5M
|
-$477K
|
-13,094
|
-1%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$32.5M
|
-$141M
|
-3,860,246
|
-82%
|
|
|
14
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$31.6M
|
-$906K
|
-24,846
|
-3%
|
|
|
15
|
PGIM Custom Harvest
Newark,
New Jersey
|
$27.9M
|
-$2.12M
|
-58,176
|
-7%
|
|
|
16
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$23.3M
|
+$2.45M
|
+67,294
|
+12%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.8M
|
-$25.6M
|
-703,421
|
-54%
|
|
|
18
|
Baker Avenue Asset Management
San Francisco,
California
|
$19.1M
|
-$2.36M
|
-64,805
|
-11%
|
|
|
19
|
|
$18.3M
|
-$421K
|
-11,543
|
-2%
|
|
|
20
|
Graypoint LLC
Albany,
New York
|
$17.4M
|
-$213K
|
-5,857
|
-1%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$16M
|
+$2.41M
|
+66,023
|
+18%
|
|
|
22
|
|
$15.9M
|
+$768K
|
+21,077
|
+5%
|
|
|
23
|
Activest Wealth Management
Aventure,
Florida
|
$15M
|
-$462K
|
-12,680
|
-3%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14.7M
|
-$266K
|
-7,303
|
-2%
|
|
|
25
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$14.2M
|
-$1.67M
|
-45,867
|
-11%
|
|
