|
1
|
Bank of America
Charlotte,
North Carolina
|
$599M
|
-$377M
|
-4,639,581
|
-39%
|
|
|
2
|
|
$334M
|
-$5.83M
|
-71,726
|
-2%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$231M
|
+$32.5M
|
+399,843
|
+17%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$227M
|
+$12.4M
|
+152,767
|
+6%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$183M
|
-$1.85M
|
-22,742
|
-1%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$179M
|
+$10.4M
|
+127,895
|
+6%
|
|
|
7
|
Suntrust Banks
Atlanta,
Georgia
|
$149M
|
+$2.35M
|
+28,859
|
+2%
|
|
|
8
|
Joel Isaacson & Co
New York
|
$144M
|
+$5.38M
|
+66,231
|
+4%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$92.4M
|
+$76.5M
|
+941,228
|
+497%
|
|
|
10
|
Jones Financial Companies
Des Peres,
Missouri
|
$82.8M
|
-$182M
|
-2,243,859
|
-69%
|
|
|
11
|
Capital Investment Advisors
Atlanta,
Georgia
|
$66.7M
|
+$1.89M
|
+23,222
|
+3%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$66M
|
-$71.7M
|
-881,612
|
-53%
|
|
|
13
|
Veritable
Wilmington,
Delaware
|
$64.3M
|
+$1.28M
|
+15,708
|
+2%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$58.6M
|
+$2.19M
|
+26,921
|
+4%
|
|
|
15
|
Destination Wealth Management
Walnut Creek,
California
|
$53.3M
|
+$13.3M
|
+163,561
|
+35%
|
|
|
16
|
Private Vista
Chicago,
Illinois
|
$51.5M
|
+$1.83M
|
+22,511
|
+4%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$51M
|
-$24.8M
|
-304,820
|
-33%
|
|
|
18
|
Huntington National Bank
Columbus,
Ohio
|
$48M
|
–
|
–
|
–
|
|
|
19
|
Gray Financial Group
Atlanta,
Georgia
|
$45.9M
|
-$4.82M
|
-59,305
|
-10%
|
|
|
20
|
FundX Investment Group
San Francisco,
California
|
$42.2M
|
+$40.9M
|
+502,932
|
New
|
|
|
21
|
1ST Source Bank
South Bend,
Indiana
|
$41.6M
|
-$744K
|
-9,157
|
-2%
|
|
|
22
|
|
$39.2M
|
+$11.8M
|
+145,246
|
+45%
|
|
|
23
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$38.5M
|
+$19.7M
|
+242,348
|
+112%
|
|
|
24
|
United Capital Financial Advisors
Irving,
Texas
|
$34.6M
|
-$1.47M
|
-18,107
|
-4%
|
|
|
25
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$34.6M
|
+$3.18M
|
+39,100
|
+10%
|
|
