|
1
|
Bank of America
Charlotte,
North Carolina
|
$981M
|
+$126M
|
+2,063,603
|
+15%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$331M
|
-$27.9M
|
-458,282
|
-8%
|
|
|
3
|
|
$184M
|
+$11.5M
|
+189,127
|
+7%
|
|
|
4
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$160M
|
+$6.95M
|
+113,985
|
+4%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$144M
|
+$17.3M
|
+284,506
|
+14%
|
|
|
6
|
M&T Bank
Buffalo,
New York
|
$77.2M
|
+$312K
|
+5,121
|
+0.4%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$62.3M
|
+$12.5M
|
+205,832
|
+25%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$45M
|
+$9.33M
|
+153,188
|
+26%
|
|
|
9
|
|
$43.5M
|
+$24.3M
|
+399,376
|
+125%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$34.6M
|
+$8.55M
|
+140,343
|
+32%
|
|
|
11
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$32.5M
|
+$1.12M
|
+18,437
|
+4%
|
|
|
12
|
Avantax Planning Partners
Dubuque,
Iowa
|
$32.2M
|
+$31.5M
|
+517,613
|
+3,489%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$30.5M
|
+$6.32M
|
+103,775
|
+26%
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$26.2M
|
+$862K
|
+14,140
|
+3%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$21.6M
|
+$6.21M
|
+101,952
|
+40%
|
|
|
16
|
Rand Wealth
Baltimore,
Maryland
|
$18.7M
|
-$2.67M
|
-43,777
|
-12%
|
|
|
17
|
Credit Suisse
Zurich,
Switzerland
|
$14.3M
|
+$3.55M
|
+58,323
|
+33%
|
|
|
18
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$13.3M
|
+$55.9K
|
+918
|
+0.4%
|
|
|
19
|
First Allied Advisory Services
San Diego,
California
|
$12.7M
|
-$1.63M
|
-26,772
|
-11%
|
|
|
20
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$12.7M
|
+$1.78M
|
+29,262
|
+16%
|
|
|
21
|
WBH Advisory
Baltimore,
Maryland
|
$11.8M
|
+$673K
|
+11,037
|
+6%
|
|
|
22
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$11.3M
|
-$27.5K
|
-452
|
-0.2%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.98M
|
+$3.71M
|
+60,935
|
+58%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$9.56M
|
+$571K
|
+9,377
|
+6%
|
|
|
25
|
Roosevelt Investment Group
New York
|
$9.44M
|
-$4.69M
|
-76,996
|
-33%
|
|
