|
1
|
Bank of America
Charlotte,
North Carolina
|
$37.1M
|
+$7.6M
|
+187,685
|
+26%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$24.8M
|
+$3.39M
|
+83,720
|
+16%
|
|
|
3
|
KeyBank National Association
Cleveland,
Ohio
|
$22M
|
+$5.19M
|
+128,218
|
+31%
|
|
|
4
|
|
$21.3M
|
+$9.59M
|
+236,970
|
+81%
|
|
|
5
|
|
$19.2M
|
-$17.1M
|
-421,740
|
-47%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$15.6M
|
-$734K
|
-18,139
|
-4%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.7M
|
-$5.05M
|
-124,839
|
-27%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$11.6M
|
+$11.4M
|
+282,688
|
+4,936%
|
|
|
9
|
United Capital Financial Advisors
Irving,
Texas
|
$11.4M
|
+$635K
|
+15,680
|
+6%
|
|
|
10
|
Endurance Wealth Management
Providence,
Rhode Island
|
$10.5M
|
+$292K
|
+7,205
|
+3%
|
|
|
11
|
Securian Asset Management
St Paul,
Minnesota
|
$10.1M
|
–
|
–
|
–
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.1M
|
+$2.58M
|
+63,765
|
+34%
|
|
|
13
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$9.89M
|
+$790K
|
+19,512
|
+9%
|
|
|
14
|
|
$9.52M
|
+$9.58M
|
+236,649
|
New
|
|
|
15
|
LPL Financial
San Diego,
California
|
$6.93M
|
+$361K
|
+8,914
|
+5%
|
|
|
16
|
MML Investors Services
Springfield,
Massachusetts
|
$6.86M
|
+$1.06M
|
+26,157
|
+18%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.69M
|
+$4.59M
|
+113,446
|
+403%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$4.23M
|
-$1.98M
|
-48,827
|
-32%
|
|
|
19
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$3.48M
|
+$329K
|
+8,119
|
+10%
|
|
|
20
|
Whittier Trust
South Pasadena,
California
|
$2.96M
|
-$124K
|
-3,052
|
-4%
|
|
|
21
|
Advisory Services Network
Atlanta,
Georgia
|
$2.76M
|
+$257K
|
+6,337
|
+10%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$2.7M
|
+$144K
|
+3,562
|
+6%
|
|
|
23
|
Cetera Advisors
Denver,
Colorado
|
$2.53M
|
+$255K
|
+6,295
|
+11%
|
|
|
24
|
Asset Dedication LLC
San Francisco,
California
|
$2.4M
|
+$546K
|
+13,488
|
+29%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.27M
|
+$1.92M
|
+47,459
|
+531%
|
|
