|
1
|
Bank of America
Charlotte,
North Carolina
|
$153M
|
+$13.1M
|
+105,272
|
+9%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$106M
|
+$17M
|
+136,054
|
+19%
|
|
|
3
|
|
$78.5M
|
+$14M
|
+112,178
|
+21%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$54.8M
|
-$6.6M
|
-52,960
|
-11%
|
|
|
5
|
M&T Bank
Buffalo,
New York
|
$33.8M
|
+$16M
|
+128,161
|
+87%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$32.6M
|
+$20.9M
|
+167,819
|
+162%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$22.8M
|
-$726K
|
-5,831
|
-3%
|
|
|
8
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$15.4M
|
+$729K
|
+5,852
|
+5%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$12.4M
|
+$11.3M
|
+90,922
|
+912%
|
|
|
10
|
|
$12.3M
|
-$763K
|
-6,122
|
-6%
|
|
|
11
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$9.4M
|
-$186K
|
-1,490
|
-2%
|
|
|
12
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$8.87M
|
-$492K
|
-3,950
|
-5%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.6M
|
+$2.06M
|
+16,504
|
+36%
|
|
|
14
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$7.38M
|
-$35.5K
|
-285
|
-0.5%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$7.37M
|
+$3.41M
|
+27,398
|
+84%
|
|
|
16
|
Spruce Investment Advisors
Stamford,
Connecticut
|
$7.33M
|
-$15.2M
|
-121,644
|
-67%
|
|
|
17
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$6.85M
|
+$6.96M
|
+55,897
|
New
|
|
|
18
|
Rand Wealth
Baltimore,
Maryland
|
$5.77M
|
-$121K
|
-973
|
-2%
|
|
|
19
|
Berkeley Capital Partners
Milton,
Georgia
|
$5.57M
|
+$5.66M
|
+45,449
|
New
|
|
|
20
|
National Planning Corporation
El Segundo,
California
|
$4.42M
|
+$1.22M
|
+9,814
|
+32%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.32M
|
+$1.81M
|
+14,517
|
+70%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.11M
|
+$19.4K
|
+156
|
+0.5%
|
|
|
23
|
Fidelity Investments
Boston,
Massachusetts
|
$3.73M
|
+$47.3K
|
+380
|
+1%
|
|
|
24
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$3.52M
|
+$1.12M
|
+9,000
|
+46%
|
|
|
25
|
Aspiriant Holdings S3
Los Angeles,
California
|
$3.22M
|
+$10.6K
|
+85
|
+0.3%
|
|
