|
1
|
Bank of America
Charlotte,
North Carolina
|
$253M
|
-$19.8M
|
-109,847
|
-8%
|
|
|
2
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$146M
|
+$32.9M
|
+182,829
|
+33%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$129M
|
-$5.66M
|
-31,423
|
-5%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$90.4M
|
+$2.09M
|
+11,621
|
+3%
|
|
|
5
|
Charles Schwab
San Francisco,
California
|
$70.2M
|
-$6.16M
|
-34,200
|
-9%
|
|
|
6
|
|
$65.1M
|
+$5.53M
|
+30,699
|
+10%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$46.1M
|
+$8.4M
|
+46,628
|
+25%
|
|
|
8
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$32.2M
|
-$869K
|
-4,824
|
-3%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$31.3M
|
-$1.42M
|
-7,884
|
-5%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$30.3M
|
-$1.67M
|
-9,282
|
-6%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$26.7M
|
-$37.2M
|
-206,264
|
-61%
|
|
|
12
|
M&T Bank
Buffalo,
New York
|
$25M
|
-$2.27M
|
-12,581
|
-9%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$19.9M
|
-$665K
|
-3,689
|
-4%
|
|
|
14
|
KCM Investment Advisors
Greenbrae,
California
|
$19.4M
|
-$294K
|
-1,630
|
-2%
|
|
|
15
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$17.3M
|
+$658K
|
+3,653
|
+5%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$16.6M
|
+$3.84M
|
+21,286
|
+35%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$13.1M
|
-$483K
|
-2,679
|
-4%
|
|
|
18
|
Polianta Ltd
St Helier,
Jersey
|
$11.5M
|
-$5.51M
|
-30,600
|
-35%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.2M
|
-$1.42M
|
-7,873
|
-12%
|
|
|
20
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$10.7M
|
+$1.39M
|
+7,719
|
+17%
|
|
|
21
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$10.5M
|
-$762K
|
-4,226
|
-7%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$10.4M
|
+$138K
|
+767
|
+2%
|
|
|
23
|
Personal Capital Advisors
Redwood City,
California
|
$8.29M
|
+$1.41M
|
+7,822
|
+23%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.25M
|
+$419K
|
+2,326
|
+6%
|
|
|
25
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$8.02M
|
+$4.63M
|
+25,716
|
+179%
|
|
