|
1
|
Bank of America
Charlotte,
North Carolina
|
$941M
|
-$560M
|
-7,552,574
|
-39%
|
|
|
2
|
|
$324M
|
+$15.4M
|
+207,754
|
+5%
|
|
|
3
|
Jones Financial Companies
Des Peres,
Missouri
|
$258M
|
+$2.14M
|
+28,895
|
+0.9%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$204M
|
-$25.1M
|
-338,992
|
-12%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$188M
|
-$79.7M
|
-1,075,461
|
-31%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$177M
|
-$13.7M
|
-184,816
|
-8%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$161M
|
-$2.57M
|
-34,752
|
-2%
|
|
|
8
|
Suntrust Banks
Atlanta,
Georgia
|
$140M
|
-$2.43M
|
-32,799
|
-2%
|
|
|
9
|
Joel Isaacson & Co
New York
|
$132M
|
+$4.81M
|
+64,951
|
+4%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$132M
|
+$1.24M
|
+16,794
|
+1%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$72.9M
|
+$28.9M
|
+390,309
|
+75%
|
|
|
12
|
Capital Investment Advisors
Atlanta,
Georgia
|
$61.7M
|
-$850K
|
-11,467
|
-1%
|
|
|
13
|
Veritable
Wilmington,
Delaware
|
$60M
|
+$3.08M
|
+41,517
|
+6%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$53.6M
|
+$442K
|
+5,965
|
+0.9%
|
|
|
15
|
Gray Financial Group
Atlanta,
Georgia
|
$48.4M
|
+$30.6M
|
+413,103
|
+214%
|
|
|
16
|
Private Vista
Chicago,
Illinois
|
$48.1M
|
+$7.78M
|
+105,039
|
+22%
|
|
|
17
|
Huntington National Bank
Columbus,
Ohio
|
$42.5M
|
–
|
–
|
–
|
|
|
18
|
1ST Source Bank
South Bend,
Indiana
|
$40.4M
|
+$1.86M
|
+25,149
|
+5%
|
|
|
19
|
Destination Wealth Management
Walnut Creek,
California
|
$34.7M
|
–
|
–
|
–
|
|
|
20
|
United Capital Financial Advisors
Irving,
Texas
|
$34.4M
|
-$5.82M
|
-78,581
|
-15%
|
|
|
21
|
Linscomb Wealth
Houston,
Texas
|
$33.4M
|
-$156K
|
-2,105
|
-0.5%
|
|
|
22
|
AllianceBernstein
Nashville,
Tennessee
|
$33M
|
-$11.7M
|
-158,391
|
-28%
|
|
|
23
|
Avidian Wealth Enterprises
Houston,
Texas
|
$30.4M
|
-$16.6M
|
-223,803
|
-37%
|
|
|
24
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$29.8M
|
+$3.78M
|
+50,956
|
+16%
|
|
|
25
|
BBVA USA Bancshares
Houston,
Texas
|
$28.4M
|
-$3.74M
|
-50,506
|
-12%
|
|
