|
1
|
Suntrust Banks
Atlanta,
Georgia
|
$633M
|
+$267K
|
+10,202
|
+0%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$454M
|
+$277M
|
+10,607,942
|
+156%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$417M
|
-$39M
|
-1,491,160
|
-9%
|
|
|
4
|
United Capital Financial Advisors
Irving,
Texas
|
$282M
|
+$275M
|
+10,522,732
|
+3,606%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$237M
|
+$66.6M
|
+2,549,206
|
+39%
|
|
|
6
|
BlackRock Fund Advisors
San Francisco,
California
|
$177M
|
+$9.7M
|
+371,054
|
+6%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$41.8M
|
-$5.56M
|
-212,533
|
-12%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$35.2M
|
+$3.62M
|
+138,432
|
+11%
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$26.7M
|
+$8.17M
|
+312,352
|
+44%
|
|
|
10
|
|
$23M
|
-$20.5M
|
-785,567
|
-47%
|
|
|
11
|
Allianz Asset Management
Munich,
Germany
|
$16.3M
|
+$28.3K
|
+1,081
|
+0.2%
|
|
|
12
|
SFMG Wealth Advisors
Plano,
Texas
|
$14.7M
|
+$1.24M
|
+47,573
|
+9%
|
|
|
13
|
Shinko Asset Management Company
Tokyo,
Japan
|
$13.8M
|
+$837K
|
+32,000
|
+6%
|
|
|
14
|
Cadinha & Co
Honolulu,
Hawaii
|
$10.2M
|
-$80.8K
|
-3,092
|
-0.8%
|
|
|
15
|
|
$6.61M
|
+$6.63M
|
+253,488
|
New
|
|
|
16
|
BlackRock Investment Management
Wilmington,
Delaware
|
$5.85M
|
+$4.2M
|
+160,544
|
+252%
|
|
|
17
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.18M
|
+$793K
|
+30,316
|
+18%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.16M
|
+$1.05M
|
+40,104
|
+25%
|
|
|
19
|
D.J. St. Germain
Springfield,
Massachusetts
|
$4.82M
|
+$213K
|
+8,150
|
+5%
|
|
|
20
|
New Vernon Capital Holdings II
Morristown,
New Jersey
|
$4.76M
|
-$247K
|
-9,463
|
-5%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$4.62M
|
-$5.75M
|
-220,004
|
-55%
|
|
|
22
|
M&T Bank
Buffalo,
New York
|
$4.62M
|
+$790K
|
+30,218
|
+21%
|
|
|
23
|
|
$4.59M
|
–
|
–
|
–
|
|
|
24
|
|
$4.25M
|
+$1.54M
|
+58,880
|
+57%
|
|
|
25
|
1607 Capital Partners
Richmond,
Virginia
|
$3.74M
|
-$91.5K
|
-3,500
|
-2%
|
|
