|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.41B
|
-$151M
|
-1,006,101
|
-10%
|
|
|
2
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$173M
|
-$1.25M
|
-8,313
|
-0.7%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$102M
|
+$6.88M
|
+45,712
|
+7%
|
|
|
4
|
|
$55.9M
|
-$1.88M
|
-12,530
|
-3%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$45.2M
|
-$1.36M
|
-9,040
|
-3%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$31.9M
|
+$1.28M
|
+8,488
|
+4%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$24M
|
+$1.99M
|
+13,210
|
+9%
|
|
|
8
|
D'Orazio & Associates
Falls Church,
Virginia
|
$22.4M
|
-$154K
|
-1,022
|
-0.7%
|
|
|
9
|
Stifel Financial
St. Louis,
Missouri
|
$18.1M
|
+$1.71M
|
+11,343
|
+11%
|
|
|
10
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$15.7M
|
-$3.83M
|
-25,426
|
-20%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$14.2M
|
+$1.3M
|
+8,644
|
+10%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.2M
|
+$2.63M
|
+17,492
|
+26%
|
|
|
13
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$12.1M
|
+$11.8M
|
+78,406
|
New
|
|
|
14
|
Advisor Group
Phoenix,
Arizona
|
$11.9M
|
+$4.21M
|
+27,955
|
+57%
|
|
|
15
|
Financial Sense Advisors
San Diego,
California
|
$11.3M
|
+$11M
|
+73,418
|
New
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$10.9M
|
-$4.3M
|
-28,558
|
-29%
|
|
|
17
|
Fisher Asset Management
Camas,
Washington
|
$10.7M
|
+$396K
|
+2,631
|
+4%
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$10.3M
|
-$277K
|
-1,841
|
-3%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$8.96M
|
+$599K
|
+3,980
|
+7%
|
|
|
20
|
|
$7.82M
|
-$61.4K
|
-408
|
-0.8%
|
|
|
21
|
KCM Investment Advisors
Greenbrae,
California
|
$7.57M
|
+$338K
|
+2,248
|
+5%
|
|
|
22
|
INVST
Indianapolis,
Indiana
|
$7.49M
|
+$7.32M
|
+48,684
|
New
|
|
|
23
|
Bailard
Foster City,
California
|
$6.71M
|
-$1.13M
|
-7,489
|
-15%
|
|
|
24
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$5.8M
|
+$1.56M
|
+10,391
|
+21%
|
|
|
25
|
Keebeck Wealth Management
Chicago,
Illinois
|
$5.68M
|
+$5.55M
|
+36,905
|
New
|
|
