|
1
|
Suntrust Banks
Atlanta,
Georgia
|
$539M
|
-$33.8M
|
-1,354,197
|
-6%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$501M
|
+$46.2M
|
+1,847,556
|
+10%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$498M
|
+$321M
|
+12,848,797
|
+182%
|
|
|
4
|
United Capital Financial Advisors
Irving,
Texas
|
$324M
|
+$41.5M
|
+1,661,899
|
+15%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$315M
|
+$76.5M
|
+3,060,661
|
+32%
|
|
|
6
|
|
$252M
|
+$218M
|
+8,710,327
|
+643%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$52.1M
|
-$2.49M
|
-99,501
|
-5%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$44M
|
-$5.58M
|
-223,476
|
-11%
|
|
|
9
|
Cadinha & Co
Honolulu,
Hawaii
|
$37.6M
|
+$29.4M
|
+1,178,148
|
+364%
|
|
|
10
|
AssetMark Inc
Concord,
California
|
$35.8M
|
+$4.36M
|
+174,382
|
+14%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$34.5M
|
-$162M
|
-6,468,944
|
-82%
|
|
|
12
|
|
$29.4M
|
-$16.9M
|
-676,964
|
Closed
|
|
|
13
|
Relative Value Partners Group
|
$29.1M
|
+$29.1M
|
+1,163,827
|
New
|
|
|
14
|
|
$23.5M
|
+$1.43M
|
+57,072
|
+6%
|
|
|
15
|
Park Avenue Securities
New York
|
$17.4M
|
-$392K
|
-15,682
|
-2%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$15.2M
|
+$1.28M
|
+51,204
|
+9%
|
|
|
17
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$8.56M
|
+$1.02M
|
+40,690
|
+14%
|
|
|
18
|
|
$8.48M
|
+$8.45M
|
+338,421
|
New
|
|
|
19
|
Cornerstone Financial Partners
Huntersville,
North Carolina
|
$7.58M
|
+$2.15M
|
+86,107
|
+40%
|
|
|
20
|
|
$5.59M
|
+$1.62M
|
+64,763
|
+41%
|
|
|
21
|
D.J. St. Germain
Springfield,
Massachusetts
|
$5.39M
|
+$108K
|
+4,340
|
+2%
|
|
|
22
|
Estate Counselors
Thiensville,
Wisconsin
|
$4.32M
|
-$1.56M
|
-62,600
|
-27%
|
|
|
23
|
New Vernon Capital Holdings II
Morristown,
New Jersey
|
$4.17M
|
-$47.2K
|
-1,889
|
-1%
|
|
|
24
|
FDx Advisors
Chicago,
Illinois
|
$3.97M
|
-$461K
|
-18,459
|
-10%
|
|
|
25
|
Wolverine Trading
Chicago,
Illinois
|
$3.59M
|
-$895K
|
-35,819
|
-20%
|
|
