|
1
|
Bank of America
Charlotte,
North Carolina
|
$254M
|
+$13.7M
|
+53,257
|
+6%
|
|
|
2
|
|
$169M
|
+$24.5M
|
+94,908
|
+19%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$120M
|
-$1.72M
|
-6,687
|
-2%
|
|
|
4
|
|
$101M
|
-$3.25M
|
-12,594
|
-3%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$88.8M
|
+$3.83M
|
+14,870
|
+5%
|
|
|
6
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$59.3M
|
+$1.08M
|
+4,192
|
+2%
|
|
|
7
|
Houlihan Financial Resource Group
Ashburn,
Virginia
|
$48.1M
|
+$46.9M
|
+182,010
|
+3,972%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$45.2M
|
+$8.36M
|
+32,432
|
+25%
|
|
|
9
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$45.1M
|
-$2.72M
|
-10,547
|
-6%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$40.6M
|
+$857K
|
+3,323
|
+2%
|
|
|
11
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$31.4M
|
-$1.43M
|
-5,536
|
-5%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$28.4M
|
-$978K
|
-3,795
|
-4%
|
|
|
13
|
M&T Bank
Buffalo,
New York
|
$28.2M
|
-$181K
|
-702
|
-0.7%
|
|
|
14
|
KCM Investment Advisors
Greenbrae,
California
|
$25.1M
|
+$556K
|
+2,157
|
+2%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$24.2M
|
+$2.19M
|
+8,477
|
+11%
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$23.6M
|
+$1.19M
|
+4,614
|
+6%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$23.4M
|
-$545K
|
-2,115
|
-2%
|
|
|
18
|
Auto-Owners Insurance
Lansing,
Michigan
|
$22.8M
|
–
|
–
|
–
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$18.9M
|
-$192K
|
-745
|
-1%
|
|
|
20
|
PGIM Custom Harvest
Newark,
New Jersey
|
$18.1M
|
+$578K
|
+2,243
|
+4%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$17.4M
|
-$645K
|
-2,503
|
-4%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.9M
|
+$504K
|
+1,953
|
+4%
|
|
|
23
|
AE Wealth Management
Topeka,
Kansas
|
$15.6M
|
+$6.69M
|
+25,934
|
+89%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$15.2M
|
-$8.51M
|
-33,009
|
-38%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$15.1M
|
-$3.43M
|
-13,320
|
-20%
|
|
