|
1
|
Bank of America
Charlotte,
North Carolina
|
$214M
|
+$3.39M
|
+19,187
|
+2%
|
|
|
2
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$173M
|
+$38.5M
|
+218,144
|
+29%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$118M
|
-$1.07M
|
-6,053
|
-0.9%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$80M
|
+$7.6M
|
+43,027
|
+11%
|
|
|
5
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$78.7M
|
-$4.81M
|
-27,207
|
-6%
|
|
|
6
|
|
$55.9M
|
+$1.89M
|
+10,698
|
+4%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$41.5M
|
-$4.77K
|
-27
|
-0%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$36.7M
|
+$5.32M
|
+30,116
|
+17%
|
|
|
9
|
M&T Bank
Buffalo,
New York
|
$31.7M
|
-$1.02M
|
-5,759
|
-3%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$30.6M
|
+$631K
|
+3,573
|
+2%
|
|
|
11
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$23.3M
|
+$162K
|
+915
|
+0.7%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$16.1M
|
+$1.01M
|
+5,717
|
+7%
|
|
|
13
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$14.3M
|
+$2.48M
|
+14,033
|
+21%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.6M
|
-$244K
|
-1,382
|
-2%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$12.4M
|
+$3.27M
|
+18,492
|
+37%
|
|
|
16
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$10.8M
|
-$76.1K
|
-431
|
-0.7%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$10.5M
|
+$500K
|
+2,830
|
+5%
|
|
|
18
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$10.2M
|
+$186K
|
+1,054
|
+2%
|
|
|
19
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$9.57M
|
-$246K
|
-1,393
|
-3%
|
|
|
20
|
Bailard
Foster City,
California
|
$8.46M
|
-$49.5K
|
-280
|
-0.6%
|
|
|
21
|
Credit Suisse
Zurich,
Switzerland
|
$7.97M
|
+$5.51M
|
+31,179
|
+235%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$7.82M
|
-$199K
|
-1,127
|
-3%
|
|
|
23
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$6.64M
|
+$6.53M
|
+36,991
|
New
|
|
|
24
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$6.55M
|
+$346K
|
+1,960
|
+6%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.48M
|
-$1.54M
|
-8,707
|
-19%
|
|
