|
1
|
Bank of America
Charlotte,
North Carolina
|
$162M
|
-$6.97M
|
-182,723
|
-4%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$95.8M
|
+$17.3M
|
+452,376
|
+21%
|
|
|
3
|
|
$81.6M
|
-$19.2M
|
-504,791
|
-19%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$70.9M
|
+$6.61M
|
+173,405
|
+10%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$60.6M
|
+$7.46M
|
+195,612
|
+14%
|
|
|
6
|
Davis Investment Partners
Charlotte,
North Carolina
|
$55.2M
|
-$3.49M
|
-91,409
|
-6%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$49.4M
|
+$50.4M
|
+1,320,715
|
New
|
|
|
8
|
Meitav Investment House
Bene-Beraq,
Israel
|
$48.7M
|
+$49.7M
|
+1,303,367
|
New
|
|
|
9
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$40.1M
|
–
|
–
|
–
|
|
|
10
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$40.1M
|
+$1.53M
|
+39,996
|
+4%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$40M
|
+$389K
|
+10,207
|
+1%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$37M
|
-$10.9M
|
-285,732
|
-22%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$31.4M
|
-$946K
|
-24,803
|
-3%
|
|
|
14
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$30.3M
|
-$1.16M
|
-30,327
|
-4%
|
|
|
15
|
PGIM Custom Harvest
Newark,
New Jersey
|
$23M
|
-$4.84M
|
-127,054
|
-17%
|
|
|
16
|
Bouchey Financial Group
Troy,
New York
|
$20.7M
|
-$21.6M
|
-567,322
|
-51%
|
|
|
17
|
Baker Avenue Asset Management
San Francisco,
California
|
$19.8M
|
+$843K
|
+22,097
|
+4%
|
|
|
18
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$18.1M
|
+$18.5M
|
+484,774
|
New
|
|
|
19
|
Activest Wealth Management
Aventure,
Florida
|
$17.5M
|
+$2.65M
|
+69,452
|
+17%
|
|
|
20
|
Graypoint LLC
Albany,
New York
|
$16.7M
|
-$548K
|
-14,367
|
-3%
|
|
|
21
|
|
$16.2M
|
+$365K
|
+9,568
|
+2%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.7M
|
+$1.15M
|
+30,263
|
+8%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.6M
|
-$7.11M
|
-186,434
|
-31%
|
|
|
24
|
|
$15.4M
|
-$2.89M
|
-75,820
|
-16%
|
|
|
25
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$14M
|
-$139K
|
-3,636
|
-1%
|
|
