|
1
|
Bank of America
Charlotte,
North Carolina
|
$60M
|
-$7.42M
|
-121,276
|
-11%
|
|
|
2
|
|
$38.9M
|
+$1.95M
|
+31,833
|
+5%
|
|
|
3
|
Capital One National Association
New York
|
$29.1M
|
+$22.8M
|
+372,914
|
+368%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$19.8M
|
+$7.25M
|
+118,583
|
+58%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$17M
|
+$7.44M
|
+121,602
|
+78%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.6M
|
-$3.05M
|
-49,881
|
-16%
|
|
|
7
|
Wind River Trust Company
Jackson,
Wyoming
|
$15.4M
|
+$37.5K
|
+613
|
+0.2%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$11.8M
|
+$2.71M
|
+44,378
|
+30%
|
|
|
9
|
|
$10.6M
|
+$9.71M
|
+158,670
|
+1,100%
|
|
|
10
|
SII Investments
Appleton,
Wisconsin
|
$9.7M
|
+$971K
|
+15,878
|
+11%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$9.4M
|
-$8.63M
|
-141,034
|
-48%
|
|
|
12
|
Suntrust Banks
Atlanta,
Georgia
|
$6.71M
|
-$536K
|
-8,770
|
-7%
|
|
|
13
|
Evergreen Capital Management
Bellevue,
Washington
|
$5.84M
|
–
|
–
|
–
|
|
|
14
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$5.77M
|
+$5.75M
|
+93,999
|
New
|
|
|
15
|
Franklin Resources
San Mateo,
California
|
$5.48M
|
-$345K
|
-5,639
|
-6%
|
|
|
16
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$5M
|
+$1.49M
|
+24,279
|
+43%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$5M
|
-$361K
|
-5,896
|
-7%
|
|
|
18
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$3.69M
|
+$3.68M
|
+60,102
|
New
|
|
|
19
|
|
$3.34M
|
+$1.02M
|
+16,735
|
+44%
|
|
|
20
|
Peak Asset Management
Louisville,
Colorado
|
$2.8M
|
+$690K
|
+11,272
|
+33%
|
|
|
21
|
MSI Financial Services
Springfield,
Massachusetts
|
$2.72M
|
-$20.7K
|
-338
|
-0.8%
|
|
|
22
|
United Capital Financial Advisors
Irving,
Texas
|
$1.91M
|
–
|
–
|
–
|
|
|
23
|
ProVise Management Group
Clearwater,
Florida
|
$1.39M
|
+$1.53K
|
+25
|
+0.1%
|
|
|
24
|
Estate Counselors
Thiensville,
Wisconsin
|
$1.38M
|
-$2.78M
|
-45,500
|
-67%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.1M
|
-$92.6K
|
-1,513
|
-8%
|
|
