|
1
|
Bank of America
Charlotte,
North Carolina
|
$150M
|
+$11.1M
|
+87,631
|
+8%
|
|
|
2
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$129M
|
+$8.29M
|
+65,236
|
+7%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$124M
|
-$1.18M
|
-9,259
|
-1%
|
|
|
4
|
Putnam Investments
Boston,
Massachusetts
|
$73.3M
|
+$72.4M
|
+569,500
|
New
|
|
|
5
|
|
$59.2M
|
+$82.3K
|
+648
|
+0.1%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$50.4M
|
+$489K
|
+3,845
|
+1%
|
|
|
7
|
M&T Bank
Buffalo,
New York
|
$45.5M
|
+$2.12M
|
+16,672
|
+5%
|
|
|
8
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$29M
|
+$250K
|
+1,968
|
+0.9%
|
|
|
9
|
Fidelity Investments
Boston,
Massachusetts
|
$16.7M
|
+$7.03M
|
+55,311
|
+74%
|
|
|
10
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$16.7M
|
+$18.3K
|
+144
|
+0.1%
|
|
|
11
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$15.4M
|
+$5.88M
|
+46,267
|
+63%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.3M
|
+$3.63M
|
+28,540
|
+55%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$9.89M
|
+$560K
|
+4,404
|
+6%
|
|
|
14
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$9.36M
|
-$104K
|
-816
|
-1%
|
|
|
15
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$8.2M
|
-$227K
|
-1,787
|
-3%
|
|
|
16
|
Banco Santander
Madrid,
Spain
|
$7.93M
|
+$8.24M
|
+64,836
|
New
|
|
|
17
|
National Planning Corporation
El Segundo,
California
|
$7.93M
|
+$1.35M
|
+10,622
|
+22%
|
|
|
18
|
Bailard
Foster City,
California
|
$7.3M
|
+$158K
|
+1,244
|
+2%
|
|
|
19
|
Rand Wealth
Baltimore,
Maryland
|
$6.29M
|
+$111K
|
+871
|
+2%
|
|
|
20
|
Advisor Group
Phoenix,
Arizona
|
$5.68M
|
+$4.11M
|
+32,333
|
+275%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.55M
|
+$859K
|
+6,763
|
+24%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.47M
|
+$318K
|
+2,504
|
+8%
|
|
|
23
|
Spruce Investment Advisors
Stamford,
Connecticut
|
$4.41M
|
-$1.36M
|
-10,726
|
-24%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.36M
|
+$673K
|
+5,296
|
+19%
|
|
|
25
|
First Financial Corp
Terre Haute,
Indiana
|
$3.83M
|
+$89.6K
|
+705
|
+2%
|
|
