|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.61B
|
+$1.24B
|
+49,023,694
|
+332%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$1.08B
|
+$342M
|
+13,484,905
|
+46%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$555M
|
+$14.4M
|
+569,117
|
+3%
|
|
|
4
|
Suntrust Banks
Atlanta,
Georgia
|
$517M
|
-$6.42M
|
-253,595
|
-1%
|
|
|
5
|
United Capital Financial Advisors
Irving,
Texas
|
$384M
|
+$20M
|
+790,122
|
+5%
|
|
|
6
|
|
$276M
|
-$1.62M
|
-63,839
|
-0.6%
|
|
|
7
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
$111M
|
+$4.24M
|
+167,197
|
+4%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$63.4M
|
+$9.07M
|
+358,094
|
+17%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$53.5M
|
+$3.68M
|
+145,271
|
+7%
|
|
|
10
|
AssetMark Inc
Concord,
California
|
$43.1M
|
+$2.72M
|
+107,330
|
+7%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$42.7M
|
+$3.69M
|
+145,691
|
+9%
|
|
|
12
|
Cadinha & Co
Honolulu,
Hawaii
|
$38.5M
|
-$2.37M
|
-93,692
|
-6%
|
|
|
13
|
Relative Value Partners Group
|
$35.7M
|
+$1.65M
|
+65,216
|
+5%
|
|
|
14
|
|
$29.5M
|
+$998K
|
+39,398
|
+3%
|
|
|
15
|
|
$25.5M
|
–
|
–
|
–
|
|
|
16
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$22.2M
|
+$9.63M
|
+380,023
|
+76%
|
|
|
17
|
Park Avenue Securities
New York
|
$17.3M
|
+$196K
|
+7,727
|
+1%
|
|
|
18
|
Allianz Asset Management
Munich,
Germany
|
$15.8M
|
+$5.95M
|
+234,702
|
+60%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$15.7M
|
-$404K
|
-15,930
|
-3%
|
|
|
20
|
Cornerstone Financial Partners
Huntersville,
North Carolina
|
$11.3M
|
+$1.51M
|
+59,724
|
+15%
|
|
|
21
|
|
$10.5M
|
+$4.73M
|
+186,778
|
+81%
|
|
|
22
|
Cambridge Associates
Boston,
Massachusetts
|
$10.1M
|
+$10.2M
|
+401,593
|
New
|
|
|
23
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$7.14M
|
+$1.41M
|
+55,782
|
+25%
|
|
|
24
|
LVZ Inc
Holland,
Michigan
|
$6.7M
|
+$6.73M
|
+265,559
|
New
|
|
|
25
|
D.J. St. Germain
Springfield,
Massachusetts
|
$6.15M
|
+$299K
|
+11,810
|
+5%
|
|
