|
1
|
Bank of America
Charlotte,
North Carolina
|
$222M
|
+$6.5M
|
+35,970
|
+3%
|
|
|
2
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$169M
|
-$4.74M
|
-26,267
|
-3%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$118M
|
-$432K
|
-2,391
|
-0.4%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$82.3M
|
+$1.98M
|
+10,943
|
+2%
|
|
|
5
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$75.6M
|
-$3.51M
|
-19,427
|
-4%
|
|
|
6
|
|
$57.3M
|
+$1.21M
|
+6,722
|
+2%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$38.7M
|
-$2.95M
|
-16,306
|
-7%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$37.4M
|
+$558K
|
+3,090
|
+2%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$30.9M
|
+$142K
|
+788
|
+0.5%
|
|
|
10
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$30.1M
|
+$6.74M
|
+37,342
|
+29%
|
|
|
11
|
M&T Bank
Buffalo,
New York
|
$29.8M
|
-$1.97M
|
-10,928
|
-6%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.2M
|
+$3.54M
|
+19,589
|
+28%
|
|
|
13
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$16M
|
+$1.32M
|
+7,314
|
+9%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$15.4M
|
+$3.02M
|
+16,732
|
+24%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$15.3M
|
-$865K
|
-4,792
|
-5%
|
|
|
16
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$14.1M
|
+$3.23M
|
+17,861
|
+30%
|
|
|
17
|
Credit Suisse
Zurich,
Switzerland
|
$11.5M
|
+$3.5M
|
+19,355
|
+44%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$11M
|
+$401K
|
+2,223
|
+4%
|
|
|
19
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$10.5M
|
+$281K
|
+1,557
|
+3%
|
|
|
20
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$9.72M
|
+$120K
|
+663
|
+1%
|
|
|
21
|
Davidson Investment Advisors
Great Falls,
Montana
|
$8.88M
|
+$8.9M
|
+49,300
|
New
|
|
|
22
|
Bailard
Foster City,
California
|
$8.35M
|
-$144K
|
-800
|
-2%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.73M
|
+$4.14M
|
+22,942
|
+115%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$7.65M
|
-$201K
|
-1,115
|
-3%
|
|
|
25
|
Advisor Group
Phoenix,
Arizona
|
$7.5M
|
+$1.22M
|
+6,762
|
+19%
|
|
