|
1
|
Bank of America
Charlotte,
North Carolina
|
$70M
|
+$11.6M
|
+189,639
|
+20%
|
|
|
2
|
|
$48.4M
|
+$13.1M
|
+214,510
|
+37%
|
|
|
3
|
Capital One National Association
New York
|
$30.1M
|
-$7.03M
|
-115,410
|
-19%
|
|
|
4
|
Alta Advisers
London,
United Kingdom
|
$18.9M
|
+$18.9M
|
+310,888
|
New
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$18.3M
|
-$982K
|
-16,121
|
-5%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$18.1M
|
+$634K
|
+10,402
|
+4%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$16M
|
-$1.94M
|
-31,818
|
-11%
|
|
|
8
|
SII Investments
Appleton,
Wisconsin
|
$11.5M
|
-$945K
|
-15,522
|
-8%
|
|
|
9
|
Quantum Capital Management (California)
San Francisco,
California
|
$11M
|
+$11M
|
+180,066
|
New
|
|
|
10
|
|
$10.6M
|
+$22.2K
|
+365
|
+0.2%
|
|
|
11
|
Wind River Trust Company
Jackson,
Wyoming
|
$10M
|
-$5.3M
|
-86,968
|
-35%
|
|
|
12
|
Suntrust Banks
Atlanta,
Georgia
|
$9.26M
|
+$101K
|
+1,666
|
+1%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$7.92M
|
-$4.55M
|
-74,719
|
-36%
|
|
|
14
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$6.02M
|
+$253K
|
+4,151
|
+4%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$5.82M
|
+$5.37M
|
+88,150
|
+1,192%
|
|
|
16
|
Evergreen Capital Management
Bellevue,
Washington
|
$5.72M
|
-$67K
|
-1,100
|
-1%
|
|
|
17
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$4.1M
|
-$1.29M
|
-21,164
|
-24%
|
|
|
18
|
Wolverine Trading
Chicago,
Illinois
|
$3.73M
|
+$3.72M
|
+61,145
|
New
|
|
|
19
|
Franklin Resources
San Mateo,
California
|
$3.66M
|
-$1.36M
|
-22,302
|
-27%
|
|
|
20
|
MSI Financial Services
Springfield,
Massachusetts
|
$2.83M
|
+$109K
|
+1,785
|
+4%
|
|
|
21
|
Financial Consulate
Hunt Valley,
Maryland
|
$2.6M
|
+$2.16M
|
+35,426
|
+490%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.17M
|
+$1.02M
|
+16,694
|
+88%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$2.05M
|
+$544K
|
+8,934
|
+36%
|
|
|
24
|
United Capital Financial Advisors
Irving,
Texas
|
$1.75M
|
-$244K
|
-4,000
|
-12%
|
|
|
25
|
Sequoia Financial Advisors
Akron,
Ohio
|
$1.74M
|
–
|
–
|
–
|
|
