|
1
|
Bank of America
Charlotte,
North Carolina
|
$69.2M
|
+$30.9M
|
+505,746
|
+81%
|
|
|
2
|
|
$50.4M
|
+$16.1M
|
+264,050
|
+47%
|
|
|
3
|
Wind River Trust Company
Jackson,
Wyoming
|
$16M
|
-$20.5M
|
-335,422
|
-56%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$15.4M
|
+$15.4M
|
+252,127
|
New
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$10.4M
|
+$1.3M
|
+21,207
|
+14%
|
|
|
6
|
Forward Management
San Francisco,
California
|
$7.7M
|
-$312K
|
-5,100
|
-4%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$7.37M
|
+$1.41M
|
+23,004
|
+24%
|
|
|
8
|
SII Investments
Appleton,
Wisconsin
|
$7.14M
|
+$659K
|
+10,792
|
+10%
|
|
|
9
|
Suntrust Banks
Atlanta,
Georgia
|
$7.1M
|
+$177K
|
+2,900
|
+3%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.1M
|
+$3.71M
|
+60,681
|
+110%
|
|
|
11
|
Franklin Resources
San Mateo,
California
|
$6.72M
|
-$213K
|
-3,480
|
-3%
|
|
|
12
|
Evergreen Capital Management
Bellevue,
Washington
|
$6.43M
|
-$42.8K
|
-700
|
-0.7%
|
|
|
13
|
|
$6.3M
|
+$1.17M
|
+19,162
|
+23%
|
|
|
14
|
Capital One National Association
New York
|
$5.8M
|
+$637K
|
+10,431
|
+12%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$4.64M
|
-$430K
|
-7,041
|
-8%
|
|
|
16
|
|
$3.06M
|
+$986K
|
+16,141
|
+48%
|
|
|
17
|
CIBC World Market
Toronto,
Ontario, Canada
|
$2.41M
|
+$2.4M
|
+39,328
|
New
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$2.3M
|
+$74.7K
|
+1,223
|
+3%
|
|
|
19
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$2.27M
|
+$917K
|
+15,013
|
+68%
|
|
|
20
|
MSI Financial Services
Springfield,
Massachusetts
|
$1.9M
|
-$42.5K
|
-695
|
-2%
|
|
|
21
|
City National Bank
Beverly Hills,
Delaware
|
$1.73M
|
+$619K
|
+10,130
|
+56%
|
|
|
22
|
Private Advisor Group
Morristown,
New Jersey
|
$1.62M
|
+$1.23M
|
+20,063
|
+317%
|
|
|
23
|
ProVise Management Group
Clearwater,
Florida
|
$1.5M
|
-$147K
|
-2,400
|
-9%
|
|
|
24
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$1.38M
|
-$36K
|
-590
|
-3%
|
|
|
25
|
Northeast Investment Management
Boston,
Massachusetts
|
$1.12M
|
–
|
–
|
–
|
|
