|
1
|
Bank of America
Charlotte,
North Carolina
|
$267M
|
+$60.4M
|
+257,767
|
+27%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$107M
|
-$9.67M
|
-41,260
|
-8%
|
|
|
3
|
|
$88M
|
+$2.65M
|
+11,308
|
+3%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$65M
|
-$4.83M
|
-20,599
|
-6%
|
|
|
5
|
|
$59.3M
|
+$5.04M
|
+21,491
|
+9%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$40.4M
|
-$2.92M
|
-12,474
|
-6%
|
|
|
7
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$38.4M
|
+$1.7M
|
+7,237
|
+4%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$26.6M
|
+$3.78M
|
+16,148
|
+15%
|
|
|
9
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$26.2M
|
-$108K
|
-460
|
-0.4%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$24.1M
|
-$3.08M
|
-13,165
|
-11%
|
|
|
11
|
M&T Bank
Buffalo,
New York
|
$22.5M
|
-$719K
|
-3,070
|
-3%
|
|
|
12
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$20.3M
|
+$872K
|
+3,721
|
+4%
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$19.6M
|
-$2.1M
|
-8,957
|
-9%
|
|
|
14
|
KCM Investment Advisors
Greenbrae,
California
|
$17.7M
|
+$2.13M
|
+9,092
|
+13%
|
|
|
15
|
Auto-Owners Insurance
Lansing,
Michigan
|
$17.6M
|
+$18.9M
|
+80,700
|
New
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$16.7M
|
-$4.84M
|
-20,669
|
-21%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$15.6M
|
+$1.41M
|
+6,008
|
+9%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.5M
|
-$9.2M
|
-39,286
|
-36%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$15.5M
|
-$2.28M
|
-9,722
|
-12%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$14.6M
|
+$2.32M
|
+9,922
|
+17%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12.5M
|
-$218K
|
-932
|
-2%
|
|
|
22
|
PGIM Custom Harvest
Newark,
New Jersey
|
$11M
|
+$11.8M
|
+50,301
|
New
|
|
|
23
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$8.37M
|
+$371K
|
+1,584
|
+4%
|
|
|
24
|
Hobart Private Capital
Charlotte,
North Carolina
|
$8.34M
|
+$417K
|
+1,781
|
+5%
|
|
|
25
|
Adaptive Financial Consulting
Beachwood,
Ohio
|
$8.19M
|
+$167K
|
+712
|
+2%
|
|
