|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.79B
|
-$129M
|
-1,982,406
|
-6%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$259M
|
-$10.2M
|
-157,638
|
-3%
|
|
|
3
|
|
$179M
|
-$19.9M
|
-306,388
|
-9%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$161M
|
-$19.2M
|
-295,492
|
-10%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$88.8M
|
-$17.2M
|
-265,038
|
-15%
|
|
|
6
|
M&T Bank
Buffalo,
New York
|
$53.9M
|
-$4.71M
|
-72,622
|
-7%
|
|
|
7
|
Avantax Planning Partners
Dubuque,
Iowa
|
$44.5M
|
-$2.34M
|
-36,049
|
-5%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$37M
|
-$45M
|
-694,036
|
-53%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$36.5M
|
+$2.29M
|
+35,234
|
+6%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$28.6M
|
-$3.31M
|
-50,987
|
-10%
|
|
|
11
|
Northeast Financial Consultants
Westport,
Connecticut
|
$26.5M
|
+$10.1M
|
+155,529
|
+54%
|
|
|
12
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$26.1M
|
+$19.4K
|
+299
|
+0.1%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$25.5M
|
-$222K
|
-3,418
|
-0.8%
|
|
|
14
|
D'Orazio & Associates
Falls Church,
Virginia
|
$24.5M
|
-$452K
|
-6,959
|
-2%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$23.1M
|
+$21.3M
|
+328,479
|
+542%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$18M
|
+$561K
|
+8,647
|
+3%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$14.6M
|
+$2.85M
|
+43,942
|
+22%
|
|
|
18
|
Nan Shan Life Insurance
Taipei City,
Taiwan
|
$14M
|
–
|
–
|
–
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.6M
|
+$1.58M
|
+24,378
|
+12%
|
|
|
20
|
First Allied Advisory Services
San Diego,
California
|
$13M
|
+$172K
|
+2,645
|
+1%
|
|
|
21
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$12.6M
|
+$902K
|
+13,900
|
+7%
|
|
|
22
|
WBH Advisory
Baltimore,
Maryland
|
$10.5M
|
+$204K
|
+3,144
|
+2%
|
|
|
23
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$10.5M
|
-$646K
|
-9,957
|
-5%
|
|
|
24
|
Credit Suisse
Zurich,
Switzerland
|
$10.5M
|
+$6.64M
|
+102,270
|
+138%
|
|
|
25
|
Synovus Financial
Columbus,
Georgia
|
$10.3M
|
+$207K
|
+3,195
|
+2%
|
|
