|
1
|
UBS Group
Zurich,
Switzerland
|
$736M
|
+$418M
|
+16,568,278
|
+132%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$541M
|
+$36.5M
|
+1,447,896
|
+7%
|
|
|
3
|
Suntrust Banks
Atlanta,
Georgia
|
$524M
|
-$18.9M
|
-750,442
|
-3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$373M
|
-$129M
|
-5,105,055
|
-26%
|
|
|
5
|
United Capital Financial Advisors
Irving,
Texas
|
$365M
|
+$37.9M
|
+1,500,865
|
+12%
|
|
|
6
|
|
$278M
|
+$24M
|
+952,416
|
+9%
|
|
|
7
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
$107M
|
+$107M
|
+4,225,790
|
New
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$54.4M
|
+$1.9M
|
+75,218
|
+4%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$49.8M
|
+$5.47M
|
+216,856
|
+12%
|
|
|
10
|
Cadinha & Co
Honolulu,
Hawaii
|
$40.9M
|
+$2.92M
|
+115,757
|
+8%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$40.4M
|
+$4.3M
|
+170,499
|
+12%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$39M
|
+$4.34M
|
+171,909
|
+13%
|
|
|
13
|
Relative Value Partners Group
|
$34M
|
+$4.63M
|
+183,421
|
+16%
|
|
|
14
|
|
$28.5M
|
+$4.88M
|
+193,453
|
+21%
|
|
|
15
|
|
$24.9M
|
–
|
–
|
–
|
|
|
16
|
Park Avenue Securities
New York
|
$17.1M
|
-$315K
|
-12,488
|
-2%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$16.1M
|
+$724K
|
+28,688
|
+5%
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$12.6M
|
+$3.97M
|
+157,178
|
+46%
|
|
|
19
|
Allianz Asset Management
Munich,
Germany
|
$9.93M
|
+$9.91M
|
+392,470
|
New
|
|
|
20
|
Cornerstone Financial Partners
Huntersville,
North Carolina
|
$9.74M
|
+$2.11M
|
+83,431
|
+28%
|
|
|
21
|
D.J. St. Germain
Springfield,
Massachusetts
|
$5.86M
|
+$419K
|
+16,600
|
+8%
|
|
|
22
|
|
$5.8M
|
+$159K
|
+6,296
|
+3%
|
|
|
23
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$5.74M
|
+$5.73M
|
+227,112
|
New
|
|
|
24
|
New Vernon Capital Holdings II
Morristown,
New Jersey
|
$5.54M
|
+$1.34M
|
+53,034
|
+32%
|
|
|
25
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$5.38M
|
+$3.91M
|
+155,010
|
+267%
|
|
