|
1
|
Bank of America
Charlotte,
North Carolina
|
$289M
|
-$7.26M
|
-32,008
|
-3%
|
|
|
2
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$166M
|
-$5.64M
|
-24,847
|
-3%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$147M
|
-$4.12M
|
-18,182
|
-3%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$115M
|
+$8.39M
|
+37,002
|
+8%
|
|
|
5
|
Charles Schwab
San Francisco,
California
|
$75.6M
|
-$6.53M
|
-28,804
|
-8%
|
|
|
6
|
|
$73.9M
|
-$2.45M
|
-10,789
|
-3%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$57.2M
|
+$2.98M
|
+13,148
|
+6%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$40.5M
|
+$4.82M
|
+21,254
|
+14%
|
|
|
9
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$37.4M
|
-$371K
|
-1,634
|
-1%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$36.2M
|
+$4.76M
|
+20,975
|
+16%
|
|
|
11
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$30M
|
-$6.56M
|
-28,929
|
-18%
|
|
|
12
|
M&T Bank
Buffalo,
New York
|
$28M
|
-$1.28M
|
-5,633
|
-5%
|
|
|
13
|
|
$26.6M
|
+$23.9M
|
+105,359
|
+1,199%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$25.8M
|
+$2.42M
|
+10,666
|
+11%
|
|
|
15
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$20.8M
|
+$1.67M
|
+7,354
|
+10%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.3M
|
+$3.12M
|
+13,772
|
+25%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$15.5M
|
-$3.74M
|
-16,488
|
-20%
|
|
|
18
|
Paragon Wealth Strategies
Jacksonville,
Florida
|
$15.2M
|
+$7.81M
|
+34,423
|
+114%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$14.9M
|
-$448K
|
-1,975
|
-3%
|
|
|
20
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$14.8M
|
+$2.45M
|
+10,820
|
+21%
|
|
|
21
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$14.8M
|
+$2.16M
|
+9,515
|
+18%
|
|
|
22
|
Polianta Ltd
St Helier,
Jersey
|
$12.3M
|
-$1.07M
|
-4,700
|
-8%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$12.3M
|
+$123K
|
+542
|
+1%
|
|
|
24
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$12M
|
+$11.6M
|
+50,951
|
New
|
|
|
25
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$11.8M
|
+$11.4M
|
+50,425
|
New
|
|
