|
1
|
Bank of America
Charlotte,
North Carolina
|
$639M
|
+$12.4M
|
+140,426
|
+2%
|
|
|
2
|
|
$370M
|
-$37.3M
|
-420,936
|
-9%
|
|
|
3
|
Raymond James & Associates
St Petersburg,
Florida
|
$265M
|
+$23.7M
|
+267,884
|
+10%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$228M
|
-$10.6M
|
-119,116
|
-4%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$220M
|
-$957K
|
-10,802
|
-0.4%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$217M
|
+$31.5M
|
+355,232
|
+17%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$193M
|
-$173K
|
-1,955
|
-0.1%
|
|
|
8
|
Joel Isaacson & Co
New York
|
$160M
|
+$930K
|
+10,489
|
+0.6%
|
|
|
9
|
Suntrust Banks
Atlanta,
Georgia
|
$152M
|
-$12.3M
|
-138,242
|
-7%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$91M
|
+$90.7M
|
+1,023,486
|
New
|
|
|
11
|
Capital Investment Advisors
Atlanta,
Georgia
|
$86.3M
|
+$3.14M
|
+35,443
|
+4%
|
|
|
12
|
Jones Financial Companies
Des Peres,
Missouri
|
$82.8M
|
-$2.64M
|
-29,737
|
-3%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$75.1M
|
-$1.42M
|
-16,061
|
-2%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$74.8M
|
+$3.59M
|
+40,498
|
+5%
|
|
|
15
|
|
$72.2M
|
-$5.54M
|
-62,483
|
-7%
|
|
|
16
|
MML Investors Services
Springfield,
Massachusetts
|
$69.4M
|
+$69.2M
|
+781,152
|
New
|
|
|
17
|
Destination Wealth Management
Walnut Creek,
California
|
$63.1M
|
+$2.06M
|
+23,190
|
+3%
|
|
|
18
|
Veritable
Wilmington,
Delaware
|
$62.2M
|
-$1.82M
|
-20,522
|
-3%
|
|
|
19
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$48.8M
|
-$472K
|
-5,327
|
-1%
|
|
|
20
|
Huntington National Bank
Columbus,
Ohio
|
$47M
|
-$2.58M
|
-29,143
|
Closed
|
|
|
21
|
Linscomb Wealth
Houston,
Texas
|
$38.6M
|
-$275K
|
-3,103
|
-0.7%
|
|
|
22
|
William Blair & Company
Chicago,
Illinois
|
$35.7M
|
+$1.23M
|
+13,923
|
+4%
|
|
|
23
|
United Capital Financial Advisors
Irving,
Texas
|
$35.1M
|
-$494K
|
-5,574
|
-1%
|
|
|
24
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$34.2M
|
+$1.53M
|
+17,229
|
+5%
|
|
|
25
|
1ST Source Bank
South Bend,
Indiana
|
$32.4M
|
-$707K
|
-7,975
|
-2%
|
|
