|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.63B
|
+$766M
|
+12,149,193
|
+95%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$334M
|
-$10.8M
|
-171,741
|
-3%
|
|
|
3
|
|
$212M
|
+$11.5M
|
+182,362
|
+6%
|
|
|
4
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$182M
|
+$4.23M
|
+67,020
|
+2%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$169M
|
+$5.09M
|
+80,674
|
+3%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$137M
|
+$84.5M
|
+1,340,475
|
+179%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$83.1M
|
+$3.45M
|
+54,641
|
+4%
|
|
|
8
|
M&T Bank
Buffalo,
New York
|
$71.4M
|
-$2M
|
-31,774
|
-3%
|
|
|
9
|
Avantax Planning Partners
Dubuque,
Iowa
|
$52.8M
|
+$3.14M
|
+49,761
|
+7%
|
|
|
10
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$40.5M
|
-$6.84M
|
-108,377
|
-15%
|
|
|
11
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$36.3M
|
-$461K
|
-7,308
|
-1%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$33M
|
+$1.69M
|
+26,806
|
+6%
|
|
|
13
|
|
$27.5M
|
+$1.47M
|
+23,377
|
+6%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$25.5M
|
-$235K
|
-3,727
|
-0.9%
|
|
|
15
|
Rand Wealth
Baltimore,
Maryland
|
$20.1M
|
-$54.1K
|
-857
|
-0.3%
|
|
|
16
|
D'Orazio & Associates
Falls Church,
Virginia
|
$18M
|
+$3.15M
|
+49,873
|
+22%
|
|
|
17
|
Madison Investment Holdings
Madison,
Wisconsin
|
$15.7M
|
+$4.27M
|
+67,751
|
+39%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$15M
|
+$2.12M
|
+33,686
|
+17%
|
|
|
19
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$14.7M
|
-$43.3K
|
-687
|
-0.3%
|
|
|
20
|
First Allied Advisory Services
San Diego,
California
|
$14.7M
|
+$593K
|
+9,396
|
+4%
|
|
|
21
|
Quantitative Investment Management
Charlottesville,
Virginia
|
$12.7M
|
-$5.08M
|
-80,500
|
-29%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.4M
|
+$4.8M
|
+76,067
|
+67%
|
|
|
23
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$12.4M
|
-$530K
|
-8,396
|
-4%
|
|
|
24
|
WBH Advisory
Baltimore,
Maryland
|
$12.4M
|
-$292K
|
-4,623
|
-2%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$12.3M
|
+$403K
|
+6,396
|
+4%
|
|
