|
1
|
Bank of America
Charlotte,
North Carolina
|
$608M
|
-$19M
|
-225,809
|
-3%
|
|
|
2
|
|
$371M
|
+$27.4M
|
+326,591
|
+8%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$243M
|
+$24.8M
|
+295,715
|
+12%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$231M
|
+$1.23M
|
+14,652
|
+0.5%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$231M
|
+$44.6M
|
+530,470
|
+24%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$222M
|
+$26.6M
|
+316,571
|
+14%
|
|
|
7
|
Suntrust Banks
Atlanta,
Georgia
|
$168M
|
+$5.88M
|
+69,970
|
+4%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$156M
|
+$30.8M
|
+366,385
|
+25%
|
|
|
9
|
Joel Isaacson & Co
New York
|
$153M
|
+$2.74M
|
+32,670
|
+2%
|
|
|
10
|
Jones Financial Companies
Des Peres,
Missouri
|
$86.5M
|
-$820K
|
-9,757
|
-1%
|
|
|
11
|
State Street
Boston,
Massachusetts
|
$85.4M
|
-$91.4M
|
-1,088,121
|
-52%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$82.3M
|
+$7.69M
|
+91,478
|
+11%
|
|
|
13
|
|
$76.3M
|
-$1.66M
|
-19,700
|
-2%
|
|
|
14
|
Capital Investment Advisors
Atlanta,
Georgia
|
$74.4M
|
+$2.95M
|
+35,125
|
+4%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$67.6M
|
+$1.87M
|
+22,266
|
+3%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$66M
|
+$4.7M
|
+55,943
|
+8%
|
|
|
17
|
Veritable
Wilmington,
Delaware
|
$63.2M
|
-$1.56M
|
-18,549
|
-2%
|
|
|
18
|
Destination Wealth Management
Walnut Creek,
California
|
$54.2M
|
-$362K
|
-4,309
|
-0.7%
|
|
|
19
|
Sage Advisory Services
Austin,
Texas
|
$52.8M
|
+$51.9M
|
+617,715
|
New
|
|
|
20
|
Huntington National Bank
Columbus,
Ohio
|
$48.7M
|
-$157K
|
-1,870
|
-6%
|
|
|
21
|
Gray Financial Group
Atlanta,
Georgia
|
$46.8M
|
–
|
–
|
–
|
|
|
22
|
Private Vista
Chicago,
Illinois
|
$45.8M
|
-$7.02M
|
-83,563
|
-14%
|
|
|
23
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$40.8M
|
+$24.4K
|
+290
|
+0.1%
|
|
|
24
|
FundX Investment Group
San Francisco,
California
|
$40M
|
-$2.87M
|
-34,148
|
-7%
|
|
|
25
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$39.9M
|
+$5.91M
|
+70,357
|
+18%
|
|
