|
1
|
Bank of America
Charlotte,
North Carolina
|
$24.9M
|
+$3.82M
|
+90,956
|
+18%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$16.8M
|
-$696K
|
-16,554
|
-4%
|
|
|
3
|
|
$14.4M
|
+$7.02M
|
+167,118
|
+94%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$13.8M
|
+$555K
|
+13,204
|
+4%
|
|
|
5
|
Suntrust Banks
Atlanta,
Georgia
|
$10.6M
|
–
|
–
|
–
|
|
|
6
|
LPL Financial
San Diego,
California
|
$8.01M
|
+$4.41M
|
+104,916
|
+117%
|
|
|
7
|
Trillium Asset Management
Boston,
Massachusetts
|
$7.51M
|
+$7.33M
|
+174,468
|
+3,110%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$4.92M
|
-$489K
|
-11,642
|
-9%
|
|
|
9
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.76M
|
+$10K
|
+238
|
+0.4%
|
|
|
10
|
Miller Howard Investments
Kingston,
New York
|
$2.19M
|
+$16.6K
|
+396
|
+0.8%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$2.16M
|
+$2.18M
|
+51,956
|
New
|
|
|
12
|
Baker Avenue Asset Management
San Francisco,
California
|
$2.13M
|
+$855K
|
+20,340
|
+66%
|
|
|
13
|
|
$2.1M
|
+$1.54M
|
+36,616
|
+264%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.03M
|
-$284K
|
-6,758
|
-12%
|
|
|
15
|
Highland Private Wealth Management
Bellevue,
Washington
|
$1.98M
|
+$2M
|
+47,500
|
New
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.91M
|
-$19.4K
|
-462
|
-1%
|
|
|
17
|
TIAA CREF Trust
St Louis,
Missouri
|
$1.81M
|
+$108K
|
+2,560
|
+6%
|
|
|
18
|
WhitTier Trust Company
Reno,
Nevada
|
$1.57M
|
+$652K
|
+15,524
|
+70%
|
|
|
19
|
Bank of New York Mellon
New York
|
$1.32M
|
+$76.4K
|
+1,818
|
+6%
|
|
|
20
|
US Bancorp
Minneapolis,
Minnesota
|
$994K
|
+$71.4K
|
+1,700
|
+8%
|
|
|
21
|
Creative Planning
Overland Park,
Kansas
|
$903K
|
+$4.12K
|
+98
|
+0.5%
|
|
|
22
|
Cetera Advisor Networks
El Segundo,
California
|
$817K
|
+$366K
|
+8,706
|
+80%
|
|
|
23
|
Evercore Wealth Management
New York
|
$771K
|
+$60.9K
|
+1,450
|
+9%
|
|
|
24
|
Commerce Bank
Kansas City,
Missouri
|
$761K
|
–
|
–
|
–
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$749K
|
+$68K
|
+1,618
|
+10%
|
|
