|
1
|
Bank of America
Charlotte,
North Carolina
|
$342M
|
+$3.25M
|
+12,794
|
+1%
|
|
|
2
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$190M
|
-$4.35M
|
-17,123
|
-2%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$165M
|
-$6.16M
|
-24,243
|
-4%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$141M
|
+$5.76M
|
+22,687
|
+5%
|
|
|
5
|
|
$93.3M
|
+$6.18M
|
+24,336
|
+8%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$64.9M
|
-$2.05M
|
-8,076
|
-3%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$54.3M
|
+$6.29M
|
+24,756
|
+14%
|
|
|
8
|
|
$48.5M
|
+$15.8M
|
+62,063
|
+54%
|
|
|
9
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$43.5M
|
-$262K
|
-1,030
|
-0.6%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$40.6M
|
-$1.78M
|
-6,992
|
-5%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$39.7M
|
+$8.7M
|
+34,270
|
+31%
|
|
|
12
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$35.7M
|
+$546K
|
+2,151
|
+2%
|
|
|
13
|
M&T Bank
Buffalo,
New York
|
$30.3M
|
-$2.32M
|
-9,126
|
-8%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$27.4M
|
+$7.59M
|
+29,875
|
+43%
|
|
|
15
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$24.4M
|
-$141K
|
-554
|
-0.7%
|
|
|
16
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$21.5M
|
+$3.76M
|
+14,801
|
+23%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$18.9M
|
+$1.33M
|
+5,220
|
+8%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$18.9M
|
+$560K
|
+2,205
|
+3%
|
|
|
19
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$17.6M
|
+$223K
|
+879
|
+1%
|
|
|
20
|
Paragon Wealth Strategies
Jacksonville,
Florida
|
$17.6M
|
-$208K
|
-820
|
-1%
|
|
|
21
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$16M
|
+$7.01M
|
+27,586
|
+91%
|
|
|
22
|
KCM Investment Advisors
Greenbrae,
California
|
$15.9M
|
+$3.53M
|
+13,883
|
+32%
|
|
|
23
|
Financial Management Concepts
Winter Springs,
Florida
|
$15.7M
|
+$14.5M
|
+56,918
|
New
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$15.1M
|
+$634K
|
+2,498
|
+5%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14M
|
+$2.33M
|
+9,160
|
+22%
|
|
