|
1
|
Bank of America
Charlotte,
North Carolina
|
$161M
|
+$29M
|
+514,616
|
+23%
|
|
|
2
|
|
$29.7M
|
+$1.29M
|
+22,964
|
+5%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$29M
|
+$2.36M
|
+41,848
|
+9%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$24.2M
|
-$7.2M
|
-127,700
|
-24%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$16.2M
|
+$2.97M
|
+52,660
|
+24%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$11.4M
|
-$1.33M
|
-23,642
|
-11%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$8.91M
|
-$730K
|
-12,950
|
-8%
|
|
|
8
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$8.72M
|
-$64.6K
|
-1,146
|
-0.8%
|
|
|
9
|
Suntrust Banks
Atlanta,
Georgia
|
$7.81M
|
-$422K
|
-7,482
|
-5%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$7.26M
|
-$4.01M
|
-71,146
|
-37%
|
|
|
11
|
|
$6.66M
|
-$238K
|
-4,220
|
-4%
|
|
|
12
|
M&T Bank
Buffalo,
New York
|
$6.32M
|
-$878K
|
-15,584
|
-13%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.7M
|
+$1.2M
|
+21,226
|
+28%
|
|
|
14
|
Mission Wealth Management
Santa Barbara,
California
|
$5.45M
|
+$990K
|
+17,566
|
+24%
|
|
|
15
|
Highland Private Wealth Management
Bellevue,
Washington
|
$4.83M
|
+$19.2K
|
+340
|
+0.4%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.6M
|
+$540K
|
+9,584
|
+14%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.22M
|
+$737K
|
+13,076
|
+22%
|
|
|
18
|
Tompkins Financial
Ithaca,
New York
|
$4.14M
|
+$272K
|
+4,818
|
+7%
|
|
|
19
|
|
$3.8M
|
+$2.66M
|
+47,240
|
+277%
|
|
|
20
|
Snowden Capital Advisors
New York
|
$3.49M
|
+$262K
|
+4,656
|
+9%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.14M
|
+$832K
|
+14,770
|
+38%
|
|
|
22
|
Colorado Capital Management
Boulder,
Colorado
|
$3.08M
|
+$5.64K
|
+100
|
+0.2%
|
|
|
23
|
Northern Trust
Chicago,
Illinois
|
$2.98M
|
–
|
–
|
–
|
|
|
24
|
|
$2.88M
|
+$545K
|
+9,678
|
+25%
|
|
|
25
|
Brown Advisory
Baltimore,
Maryland
|
$2.5M
|
-$660K
|
-11,704
|
-22%
|
|
