|
1
|
Bank of America
Charlotte,
North Carolina
|
$134M
|
+$11M
|
+88,884
|
+8%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$85.8M
|
+$12.7M
|
+102,579
|
+16%
|
|
|
3
|
|
$62.3M
|
+$4.91M
|
+39,655
|
+8%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$58.9M
|
+$8.22M
|
+66,407
|
+15%
|
|
|
5
|
Aviva
London,
United Kingdom
|
$49.2M
|
+$51.7M
|
+417,606
|
New
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$22.6M
|
+$43.6K
|
+352
|
+0.2%
|
|
|
7
|
Spruce Investment Advisors
Stamford,
Connecticut
|
$21.4M
|
-$2.64M
|
-21,358
|
-11%
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$18.6M
|
+$16.9M
|
+136,502
|
+644%
|
|
|
9
|
M&T Bank
Buffalo,
New York
|
$17.4M
|
+$18.3M
|
+147,846
|
New
|
|
|
10
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$14.1M
|
+$39.1K
|
+316
|
+0.3%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$12.7M
|
+$2.8M
|
+22,630
|
+28%
|
|
|
12
|
|
$12.5M
|
+$739K
|
+5,970
|
+6%
|
|
|
13
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$9.21M
|
–
|
–
|
–
|
|
|
14
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$8.99M
|
+$211K
|
+1,706
|
+2%
|
|
|
15
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$7.13M
|
+$80.9K
|
+654
|
+1%
|
|
|
16
|
Bailard
Foster City,
California
|
$6.18M
|
+$225K
|
+1,818
|
+4%
|
|
|
17
|
Rand Wealth
Baltimore,
Maryland
|
$5.67M
|
-$52.4K
|
-423
|
-0.9%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.36M
|
-$1.59M
|
-12,816
|
-22%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.93M
|
+$135K
|
+1,093
|
+3%
|
|
|
20
|
National Planning Corporation
El Segundo,
California
|
$3.9M
|
+$203K
|
+1,643
|
+6%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.86M
|
+$1.14M
|
+9,245
|
+39%
|
|
|
22
|
Fidelity Investments
Boston,
Massachusetts
|
$3.54M
|
-$4.3M
|
-34,724
|
-54%
|
|
|
23
|
Next Financial Group
Houston,
Texas
|
$3.19M
|
+$1.78M
|
+14,373
|
+113%
|
|
|
24
|
Aspiriant Holdings S3
Los Angeles,
California
|
$3.08M
|
+$36.5K
|
+295
|
+1%
|
|
|
25
|
|
$2.6M
|
+$869K
|
+7,021
|
+47%
|
|
