|
1
|
Bank of America
Charlotte,
North Carolina
|
$200M
|
+$13.6M
|
+75,651
|
+6%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$98.1M
|
+$3.05M
|
+17,038
|
+3%
|
|
|
3
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$79.9M
|
-$68.5M
|
-382,482
|
-41%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$64M
|
-$3.76M
|
-21,000
|
-5%
|
|
|
5
|
Charles Schwab
San Francisco,
California
|
$56M
|
+$69M
|
+385,072
|
New
|
|
|
6
|
|
$42.9M
|
-$4.27M
|
-23,831
|
-7%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$26.8M
|
-$6.42M
|
-35,841
|
-16%
|
|
|
8
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$24.1M
|
-$649K
|
-3,624
|
-2%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$23.9M
|
-$1.96M
|
-10,948
|
-6%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$23.4M
|
-$5.72M
|
-31,903
|
-17%
|
|
|
11
|
M&T Bank
Buffalo,
New York
|
$20M
|
-$361M
|
-2,015,306
|
-94%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$15M
|
+$3.11M
|
+17,351
|
+20%
|
|
|
13
|
KCM Investment Advisors
Greenbrae,
California
|
$14.4M
|
+$13.8M
|
+76,854
|
+351%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$13.5M
|
+$60.9M
|
+339,858
|
New
|
|
|
15
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$13M
|
-$3.62M
|
-20,185
|
-22%
|
|
|
16
|
Polianta Ltd
St Helier,
Jersey
|
$12.8M
|
+$4.19M
|
+23,400
|
+36%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$9.92M
|
+$1.7M
|
+9,504
|
+16%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.25M
|
-$1.13M
|
-6,281
|
-9%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$8.77M
|
-$7.28M
|
-40,624
|
-40%
|
|
|
20
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$8.24M
|
-$301K
|
-1,681
|
-3%
|
|
|
21
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$7.87M
|
+$58.4K
|
+326
|
+0.6%
|
|
|
22
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$7.67M
|
+$2.75M
|
+15,367
|
+41%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$7.42M
|
+$1.33M
|
+7,411
|
+17%
|
|
|
24
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$6.68M
|
+$1.72M
|
+9,618
|
+26%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.66M
|
+$172K
|
+961
|
+3%
|
|
