|
1
|
Bank of America
Charlotte,
North Carolina
|
$110M
|
-$67.4M
|
-1,109,276
|
-38%
|
|
|
2
|
|
$48M
|
-$2.88M
|
-47,459
|
-6%
|
|
|
3
|
Capital One National Association
New York
|
$39.9M
|
+$2.58M
|
+42,372
|
+7%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$21.1M
|
+$1.5M
|
+24,748
|
+8%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$18.5M
|
-$2.05M
|
-33,785
|
-10%
|
|
|
6
|
Alta Advisers
London,
United Kingdom
|
$14.5M
|
–
|
–
|
–
|
|
|
7
|
|
$10M
|
-$543K
|
-8,933
|
-5%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$9.93M
|
-$5.35M
|
-87,971
|
-35%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$9.8M
|
+$1.65M
|
+27,225
|
+20%
|
|
|
10
|
Quantum Capital Management (California)
San Francisco,
California
|
$8.91M
|
+$25.5K
|
+419
|
+0.3%
|
|
|
11
|
Suntrust Banks
Atlanta,
Georgia
|
$8.73M
|
-$923K
|
-15,180
|
-10%
|
|
|
12
|
Jackson Wealth Management
Lake Mary,
Florida
|
$8.41M
|
+$433K
|
+7,120
|
+5%
|
|
|
13
|
Wind River Trust Company
Jackson,
Wyoming
|
$8.24M
|
-$393K
|
-6,471
|
-5%
|
|
|
14
|
|
$7.95M
|
–
|
–
|
–
|
|
|
15
|
SII Investments
Appleton,
Wisconsin
|
$7.9M
|
-$2.12M
|
-34,882
|
-21%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$7.78M
|
-$275K
|
-4,526
|
-3%
|
|
|
17
|
AE Wealth Management
Topeka,
Kansas
|
$5.6M
|
+$5.6M
|
+92,115
|
New
|
|
|
18
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$5.58M
|
+$5.58M
|
+91,764
|
New
|
|
|
19
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$5.58M
|
-$36.2K
|
-595
|
-0.6%
|
|
|
20
|
Evergreen Capital Management
Bellevue,
Washington
|
$5.55M
|
+$243K
|
+4,000
|
+5%
|
|
|
21
|
Franklin Resources
San Mateo,
California
|
$5.12M
|
+$1.79M
|
+29,425
|
+54%
|
|
|
22
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$3.3M
|
-$704K
|
-11,574
|
-18%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$3.09M
|
+$102K
|
+1,673
|
+3%
|
|
|
24
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$3.08M
|
–
|
–
|
–
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$2.67M
|
-$11.3M
|
-186,481
|
-81%
|
|
