|
1
|
Bank of America
Charlotte,
North Carolina
|
$61.1M
|
-$7.63M
|
-125,082
|
-11%
|
|
|
2
|
|
$26.3M
|
-$23.8M
|
-390,569
|
-47%
|
|
|
3
|
Wind River Trust Company
Jackson,
Wyoming
|
$18.3M
|
+$2.24M
|
+36,650
|
+14%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.7M
|
+$5.72M
|
+93,727
|
+81%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$12.5M
|
+$10.3M
|
+168,645
|
+450%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$12.5M
|
+$5.19M
|
+85,035
|
+71%
|
|
|
7
|
SNS Financial Group
Minneapolis,
Minnesota
|
$12M
|
+$12M
|
+197,361
|
New
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$7.8M
|
-$2.49M
|
-40,765
|
-24%
|
|
|
9
|
Forward Management
San Francisco,
California
|
$7.64M
|
–
|
–
|
–
|
|
|
10
|
Suntrust Banks
Atlanta,
Georgia
|
$7.05M
|
–
|
–
|
–
|
|
|
11
|
Evergreen Capital Management
Bellevue,
Washington
|
$6.38M
|
–
|
–
|
–
|
|
|
12
|
Franklin Resources
San Mateo,
California
|
$6.19M
|
-$483K
|
-7,914
|
-7%
|
|
|
13
|
Capital One National Association
New York
|
$5.82M
|
+$61.7K
|
+1,011
|
+1%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$5.34M
|
+$734K
|
+12,031
|
+16%
|
|
|
15
|
|
$4.7M
|
-$1.56M
|
-25,654
|
-25%
|
|
|
16
|
|
$4.65M
|
+$1.62M
|
+26,524
|
+53%
|
|
|
17
|
CIBC World Market
Toronto,
Ontario, Canada
|
$3.34M
|
+$957K
|
+15,694
|
+40%
|
|
|
18
|
MSI Financial Services
Springfield,
Massachusetts
|
$2.7M
|
+$819K
|
+13,431
|
+43%
|
|
|
19
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$2.53M
|
+$269K
|
+4,405
|
+12%
|
|
|
20
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$2.13M
|
+$2.14M
|
+35,085
|
New
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$2.08M
|
+$978K
|
+16,039
|
+88%
|
|
|
22
|
LGL Partners
Philadelphia,
Pennsylvania
|
$1.45M
|
+$1.46M
|
+23,890
|
New
|
|
|
23
|
SII Investments
Appleton,
Wisconsin
|
$1.41M
|
-$5.7M
|
-93,392
|
-80%
|
|
|
24
|
ProVise Management Group
Clearwater,
Florida
|
$1.37M
|
-$121K
|
-1,982
|
-8%
|
|
|
25
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$1.32M
|
-$52.1K
|
-855
|
-4%
|
|
