|
1
|
Bank of America
Charlotte,
North Carolina
|
$137M
|
+$25.6M
|
+404,567
|
+22%
|
|
|
2
|
|
$56.6M
|
+$7.88M
|
+124,370
|
+16%
|
|
|
3
|
Wind River Trust Company
Jackson,
Wyoming
|
$46.7M
|
–
|
–
|
–
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$43.4M
|
+$737K
|
+11,641
|
+2%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$23.9M
|
+$1.34M
|
+21,095
|
+6%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$18.3M
|
+$2.08M
|
+32,822
|
+12%
|
|
|
7
|
Bernicke Wealth Management
Altoona,
Wisconsin
|
$14.9M
|
+$2.13M
|
+33,671
|
+16%
|
|
|
8
|
SignatureFD
Atlanta,
Georgia
|
$14.4M
|
+$1.76M
|
+27,784
|
+14%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$13.6M
|
+$5.19M
|
+81,921
|
+59%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$13.3M
|
+$12.3M
|
+194,019
|
+889%
|
|
|
11
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$13M
|
-$1.33M
|
-20,982
|
-9%
|
|
|
12
|
Cambridge Associates (UK)
Boston,
Massachusetts
|
$11M
|
-$1.87M
|
-29,480
|
-14%
|
|
|
13
|
United Capital Financial Advisors
Irving,
Texas
|
$10.6M
|
+$1.23M
|
+19,395
|
+13%
|
|
|
14
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$9.27M
|
-$1.84M
|
-28,986
|
-16%
|
|
|
15
|
Spruce Investment Advisors
Stamford,
Connecticut
|
$8.63M
|
-$22.2M
|
-349,749
|
-71%
|
|
|
16
|
Ruggie Capital Group
Tavares,
Florida
|
$8.12M
|
+$1.06M
|
+16,800
|
+15%
|
|
|
17
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$8.11M
|
+$70.9K
|
+1,120
|
+0.9%
|
|
|
18
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$7.83M
|
+$222K
|
+3,497
|
+3%
|
|
|
19
|
Wealth Architects
Mountain View,
California
|
$7.71M
|
+$190
|
+3
|
+0%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.61M
|
+$358K
|
+5,657
|
+5%
|
|
|
21
|
Founders Financial Securities
Towson,
Maryland
|
$7.39M
|
+$7.61M
|
+120,190
|
New
|
|
|
22
|
Horizon Investments
Charlotte,
North Carolina
|
$7.37M
|
+$7.59M
|
+119,808
|
New
|
|
|
23
|
Morningstar Investment Services
Chicago,
Illinois
|
$6.75M
|
+$1.03M
|
+16,235
|
+17%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.09M
|
+$197K
|
+3,104
|
+3%
|
|
|
25
|
Evercore Wealth Management
New York
|
$6.07M
|
-$203K
|
-3,200
|
-3%
|
|
