|
1
|
Bank of America
Charlotte,
North Carolina
|
$203M
|
-$4.3M
|
-26,053
|
-2%
|
|
|
2
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$129M
|
+$121M
|
+732,634
|
+5,413%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$114M
|
+$241K
|
+1,459
|
+0.2%
|
|
|
4
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$80.4M
|
-$4.6M
|
-27,840
|
-6%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$69.5M
|
-$561K
|
-3,398
|
-0.8%
|
|
|
6
|
|
$51.8M
|
-$2.56M
|
-15,497
|
-5%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$39.8M
|
-$900K
|
-5,455
|
-2%
|
|
|
8
|
M&T Bank
Buffalo,
New York
|
$31.4M
|
-$4.8M
|
-29,070
|
-14%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$30.1M
|
+$17.4M
|
+105,362
|
+152%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$28.8M
|
+$346K
|
+2,094
|
+1%
|
|
|
11
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$22.2M
|
-$918K
|
-5,562
|
-4%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$14.5M
|
+$13.9M
|
+84,092
|
New
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.3M
|
-$2.91M
|
-17,649
|
-20%
|
|
|
14
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$11.5M
|
+$3.15M
|
+19,065
|
+40%
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$10.5M
|
+$741K
|
+4,487
|
+8%
|
|
|
16
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$9.63M
|
+$1.11M
|
+6,719
|
+14%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$9.63M
|
-$392K
|
-2,372
|
-4%
|
|
|
18
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$9.43M
|
-$2.15K
|
-13
|
-0%
|
|
|
19
|
|
$8.92M
|
+$3.51M
|
+21,264
|
+70%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$8.66M
|
-$4.66M
|
-28,247
|
-36%
|
|
|
21
|
Bailard
Foster City,
California
|
$8.18M
|
-$129K
|
-779
|
-2%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.73M
|
-$163K
|
-988
|
-2%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$7.71M
|
+$83K
|
+503
|
+1%
|
|
|
24
|
Polianta Ltd
St Helier,
Jersey
|
$7.38M
|
+$7.06M
|
+42,800
|
New
|
|
|
25
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$7.13M
|
+$5.39M
|
+32,639
|
+375%
|
|
