|
1
|
Bank of America
Charlotte,
North Carolina
|
$65.4M
|
+$11.9M
|
+211,392
|
+22%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$28.3M
|
+$1.32M
|
+23,476
|
+5%
|
|
|
3
|
|
$24.2M
|
-$1.27M
|
-22,592
|
-5%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$20.8M
|
+$2.18M
|
+38,696
|
+12%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$11M
|
-$132K
|
-2,340
|
-1%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$9.72M
|
+$1.47M
|
+26,148
|
+18%
|
|
|
7
|
Suntrust Banks
Atlanta,
Georgia
|
$8.99M
|
-$48.9K
|
-868
|
-0.5%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$8.75M
|
+$1.71M
|
+30,382
|
+24%
|
|
|
9
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$7.12M
|
+$750K
|
+13,320
|
+12%
|
|
|
10
|
Patriot Wealth Management
Houston,
Texas
|
$5.14M
|
-$204K
|
-3,620
|
-4%
|
|
|
11
|
Highland Private Wealth Management
Bellevue,
Washington
|
$4.98M
|
+$4.97M
|
+88,300
|
New
|
|
|
12
|
M&T Bank
Buffalo,
New York
|
$4.89M
|
+$1.32M
|
+23,510
|
+37%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.88M
|
+$2.34M
|
+41,514
|
+92%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.07M
|
+$122K
|
+2,170
|
+3%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.75M
|
-$643K
|
-11,422
|
-15%
|
|
|
16
|
|
$3.63M
|
+$23.5K
|
+418
|
+0.7%
|
|
|
17
|
Tompkins Financial
Ithaca,
New York
|
$3.38M
|
+$17.7K
|
+314
|
+0.5%
|
|
|
18
|
TIAA FSB
Jacksonville,
Florida
|
$3.31M
|
+$306K
|
+5,432
|
+10%
|
|
|
19
|
Mission Wealth Management
Santa Barbara,
California
|
$3.29M
|
+$844K
|
+14,990
|
+35%
|
|
|
20
|
Colorado Capital Management
Boulder,
Colorado
|
$3.27M
|
+$3.51M
|
+62,434
|
+1,390%
|
|
|
21
|
Snowden Capital Advisors
New York
|
$3.18M
|
+$784K
|
+13,932
|
+33%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.07M
|
-$190K
|
-3,376
|
-6%
|
|
|
23
|
Northern Trust
Chicago,
Illinois
|
$2.84M
|
–
|
–
|
–
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.75M
|
+$230K
|
+4,090
|
+9%
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
$2.55M
|
+$2.55M
|
+45,276
|
New
|
|
