|
1
|
Bank of America
Charlotte,
North Carolina
|
$586M
|
+$64.5M
|
+1,268,384
|
+12%
|
|
|
2
|
|
$255M
|
+$106M
|
+2,086,980
|
+72%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$143M
|
+$22.1M
|
+433,631
|
+18%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$130M
|
+$8.66M
|
+170,273
|
+7%
|
|
|
5
|
Alesco Advisors
Pittsford,
New York
|
$126M
|
+$3.47M
|
+68,172
|
+3%
|
|
|
6
|
Cantor Fitzgerald Investment Advisors
New York
|
$88.2M
|
-$493K
|
-9,698
|
-0.6%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$83.7M
|
+$5.5M
|
+108,142
|
+7%
|
|
|
8
|
|
$64.3M
|
+$42.2M
|
+830,139
|
+192%
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$63.2M
|
+$7.58M
|
+148,879
|
+14%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$56.9M
|
+$11.1M
|
+217,612
|
+24%
|
|
|
11
|
MV Capital Management
Bethesda,
Maryland
|
$56.3M
|
+$3.67M
|
+72,143
|
+7%
|
|
|
12
|
Fidelity Investments
Boston,
Massachusetts
|
$56.2M
|
+$2.27M
|
+44,630
|
+4%
|
|
|
13
|
AllianceBernstein
Nashville,
Tennessee
|
$53.9M
|
–
|
–
|
–
|
|
|
14
|
Swiss Re
Zurich,
Switzerland
|
$50.9M
|
–
|
–
|
–
|
|
|
15
|
James Investment Research
Alpha,
Ohio
|
$49.8M
|
-$2.68M
|
-52,592
|
-5%
|
|
|
16
|
Davenport & Co
Richmond,
Virginia
|
$38.9M
|
+$427K
|
+8,395
|
+1%
|
|
|
17
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$35.3M
|
-$1.02M
|
-19,980
|
-3%
|
|
|
18
|
|
$35.3M
|
-$7.38M
|
-144,942
|
-17%
|
|
|
19
|
Leuthold Group
Minneapolis,
Minnesota
|
$32.7M
|
+$26.3M
|
+517,741
|
+416%
|
|
|
20
|
D.J. St. Germain
Springfield,
Massachusetts
|
$32.2M
|
+$1.99M
|
+39,071
|
+7%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$31.4M
|
-$2.16M
|
-42,416
|
-6%
|
|
|
22
|
Crossmark Global Holdings
Houston,
Texas
|
$30.6M
|
+$30.6M
|
+601,252
|
New
|
|
|
23
|
Great Lakes Advisors
Chicago,
Illinois
|
$30.6M
|
+$1.47M
|
+28,969
|
+5%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$30.3M
|
+$2.9M
|
+57,060
|
+11%
|
|
|
25
|
US Bancorp
Minneapolis,
Minnesota
|
$30.3M
|
+$8.76M
|
+172,078
|
+41%
|
|
