|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.12B
|
+$127M
|
+1,816,391
|
+6%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$312M
|
-$6.83M
|
-97,752
|
-2%
|
|
|
3
|
|
$228M
|
-$874K
|
-12,524
|
-0.4%
|
|
|
4
|
Churchill Management
Los Angeles,
California
|
$213M
|
+$14M
|
+200,199
|
+7%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$198M
|
+$11M
|
+157,602
|
+6%
|
|
|
6
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$193M
|
-$2.58M
|
-36,975
|
-1%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$107M
|
+$13.6M
|
+195,157
|
+14%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$76M
|
-$102M
|
-1,455,567
|
-56%
|
|
|
9
|
M&T Bank
Buffalo,
New York
|
$69.2M
|
-$2.3M
|
-32,909
|
-3%
|
|
|
10
|
Avantax Planning Partners
Dubuque,
Iowa
|
$50.9M
|
+$2.32M
|
+33,233
|
+5%
|
|
|
11
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$39.4M
|
+$476K
|
+6,813
|
+1%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$37.7M
|
+$1.02M
|
+14,582
|
+3%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$36.2M
|
+$1.03M
|
+14,761
|
+3%
|
|
|
14
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$35.2M
|
-$10.6M
|
-151,690
|
-23%
|
|
|
15
|
Glovista Investments
Jersey City,
New Jersey
|
$30.3M
|
+$31.4M
|
+449,913
|
New
|
|
|
16
|
|
$28.9M
|
+$1.86M
|
+26,630
|
+7%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$26.6M
|
+$10.4M
|
+148,868
|
+61%
|
|
|
18
|
D'Orazio & Associates
Falls Church,
Virginia
|
$26.3M
|
+$3.44M
|
+49,221
|
+14%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$20.6M
|
+$1.06M
|
+15,156
|
+5%
|
|
|
20
|
Nan Shan Life Insurance
Taipei City,
Taiwan
|
$19.8M
|
-$2.65M
|
-38,000
|
-11%
|
|
|
21
|
Rand Wealth
Baltimore,
Maryland
|
$19.2M
|
-$255K
|
-3,653
|
-1%
|
|
|
22
|
Northeast Financial Consultants
Westport,
Connecticut
|
$16.5M
|
+$5.48M
|
+78,513
|
+47%
|
|
|
23
|
First Allied Advisory Services
San Diego,
California
|
$14.5M
|
-$1.29M
|
-18,446
|
-8%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$14.1M
|
+$682K
|
+9,775
|
+5%
|
|
|
25
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$13.8M
|
-$783K
|
-11,211
|
-5%
|
|
