|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.23B
|
+$48.9M
|
+691,307
|
+2%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$313M
|
-$8.32M
|
-117,769
|
-3%
|
|
|
3
|
Churchill Management
Los Angeles,
California
|
$233M
|
+$14.2M
|
+200,689
|
+6%
|
|
|
4
|
|
$230M
|
-$5.13M
|
-72,597
|
-2%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$209M
|
+$5.8M
|
+82,066
|
+3%
|
|
|
6
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$198M
|
+$341K
|
+4,820
|
+0.2%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$122M
|
+$12.4M
|
+175,154
|
+11%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$91.3M
|
+$13.5M
|
+190,476
|
+17%
|
|
|
9
|
M&T Bank
Buffalo,
New York
|
$68M
|
-$3.19M
|
-45,071
|
-4%
|
|
|
10
|
Avantax Planning Partners
Dubuque,
Iowa
|
$54.6M
|
+$2.25M
|
+31,864
|
+4%
|
|
|
11
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$41.7M
|
+$1.15M
|
+16,319
|
+3%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$40.2M
|
+$1.4M
|
+19,821
|
+4%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$36.9M
|
-$290K
|
-4,108
|
-0.8%
|
|
|
14
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$30.5M
|
-$5.84M
|
-82,649
|
-16%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$30M
|
+$2.72M
|
+38,548
|
+10%
|
|
|
16
|
D'Orazio & Associates
Falls Church,
Virginia
|
$29.2M
|
+$2.18M
|
+30,775
|
+8%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$20.4M
|
-$821K
|
-11,618
|
-4%
|
|
|
18
|
Northeast Financial Consultants
Westport,
Connecticut
|
$20.1M
|
+$3.22M
|
+45,525
|
+19%
|
|
|
19
|
Rand Wealth
Baltimore,
Maryland
|
$19.9M
|
+$138K
|
+1,952
|
+0.7%
|
|
|
20
|
Nan Shan Life Insurance
Taipei City,
Taiwan
|
$16.4M
|
-$4.07M
|
-57,558
|
-20%
|
|
|
21
|
First Allied Advisory Services
San Diego,
California
|
$15M
|
+$38.5K
|
+544
|
+0.3%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.2M
|
+$1.64M
|
+23,179
|
+13%
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$14M
|
-$497K
|
-7,027
|
-3%
|
|
|
24
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$13.8M
|
-$341K
|
-4,829
|
-2%
|
|
|
25
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$13M
|
-$795K
|
-11,247
|
-6%
|
|
