|
1
|
Bank of America
Charlotte,
North Carolina
|
$46.2M
|
+$12.1M
|
+271,820
|
+33%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$42.1M
|
+$956K
|
+21,514
|
+2%
|
|
|
3
|
|
$41.8M
|
-$18M
|
-405,887
|
-29%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$41M
|
+$43.4M
|
+975,674
|
New
|
|
|
5
|
Morningstar Investment Services
Chicago,
Illinois
|
$41M
|
+$2.75M
|
+61,928
|
+7%
|
|
|
6
|
Managed Account Advisors
Jersey City,
New Jersey
|
$31.2M
|
+$4.78M
|
+107,555
|
+17%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$31.1M
|
-$1.6M
|
-35,957
|
-5%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$21.8M
|
+$4.8M
|
+107,924
|
+26%
|
|
|
9
|
Avidian Wealth Enterprises
Houston,
Texas
|
$20.3M
|
+$1.93M
|
+43,512
|
+10%
|
|
|
10
|
|
$19.8M
|
+$12.8M
|
+288,217
|
+157%
|
|
|
11
|
PVG Asset Management
Golden,
Colorado
|
$12.2M
|
+$12.9M
|
+290,900
|
New
|
|
|
12
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$11.6M
|
+$5.03M
|
+113,105
|
+70%
|
|
|
13
|
Wellington Management Group
Boston,
Massachusetts
|
$9.94M
|
+$10.5M
|
+236,500
|
New
|
|
|
14
|
Credit Suisse
Zurich,
Switzerland
|
$7.97M
|
-$804K
|
-18,096
|
-9%
|
|
|
15
|
State Street
Boston,
Massachusetts
|
$7.72M
|
+$1.33M
|
+29,962
|
+19%
|
|
|
16
|
Bank of New York Mellon
New York
|
$6.86M
|
-$956K
|
-21,512
|
-12%
|
|
|
17
|
Founders Bank & Trust
Grand Rapids,
Michigan
|
$6.32M
|
-$3.68M
|
-82,857
|
-36%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.31M
|
+$2.27M
|
+51,005
|
+68%
|
|
|
19
|
|
$5.07M
|
+$5.36M
|
+120,646
|
New
|
|
|
20
|
AssetMark Inc
Concord,
California
|
$4.74M
|
+$431K
|
+9,696
|
+9%
|
|
|
21
|
Argent Capital Management
St Louis,
Missouri
|
$4.59M
|
+$3.93M
|
+88,460
|
+428%
|
|
|
22
|
United Capital Financial Advisors
Irving,
Texas
|
$4.31M
|
-$280K
|
-6,295
|
-6%
|
|
|
23
|
|
$4.08M
|
+$3.91K
|
+88
|
+0.1%
|
|
|
24
|
Pring Turner Capital Group
Alamo,
California
|
$3.96M
|
-$128K
|
-2,888
|
-3%
|
|
|
25
|
Baird
Milwaukee,
Wisconsin
|
$3.7M
|
+$951K
|
+21,396
|
+32%
|
|
