|
1
|
Bank of America
Charlotte,
North Carolina
|
$213M
|
-$91.4M
|
-375,441
|
-31%
|
|
|
2
|
|
$127M
|
+$56.1M
|
+230,445
|
+85%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$109M
|
-$13.7M
|
-56,128
|
-12%
|
|
|
4
|
|
$92.9M
|
-$8.24M
|
-33,815
|
-8%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$75.4M
|
+$487K
|
+1,999
|
+0.7%
|
|
|
6
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$51.8M
|
+$47.2M
|
+193,894
|
+1,718%
|
|
|
7
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$42.8M
|
-$1.37M
|
-5,634
|
-3%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$35.4M
|
-$10.8M
|
-44,275
|
-24%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$32.1M
|
+$13.7M
|
+56,231
|
+79%
|
|
|
10
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$29.4M
|
-$786K
|
-3,226
|
-3%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$26.3M
|
+$6.85M
|
+28,134
|
+37%
|
|
|
12
|
M&T Bank
Buffalo,
New York
|
$25.4M
|
-$587K
|
-2,411
|
-2%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$21.9M
|
-$5.73M
|
-23,508
|
-21%
|
|
|
14
|
KCM Investment Advisors
Greenbrae,
California
|
$21.8M
|
+$1.35M
|
+5,532
|
+7%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$21.4M
|
-$8.92M
|
-36,626
|
-30%
|
|
|
16
|
Auto-Owners Insurance
Lansing,
Michigan
|
$20.3M
|
–
|
–
|
–
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$19.8M
|
-$2.69M
|
-11,058
|
-12%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$19.4M
|
+$1.34M
|
+5,499
|
+8%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$17.6M
|
-$1.04M
|
-4,286
|
-6%
|
|
|
20
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$17M
|
-$6.14M
|
-25,221
|
-27%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$16.1M
|
-$675K
|
-2,771
|
-4%
|
|
|
22
|
PGIM Custom Harvest
Newark,
New Jersey
|
$15.6M
|
+$2.77M
|
+11,368
|
+23%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13.7M
|
-$659K
|
-2,707
|
-5%
|
|
|
24
|
Hobart Private Capital
Charlotte,
North Carolina
|
$10.2M
|
+$559K
|
+2,296
|
+6%
|
|
|
25
|
Spire Wealth Management
Mclean,
Virginia
|
$9.74M
|
+$1.55M
|
+6,356
|
+20%
|
|
