|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.73B
|
+$125M
|
+4,989,054
|
+8%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$963M
|
-$106M
|
-4,227,334
|
-10%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$583M
|
+$31.4M
|
+1,249,374
|
+6%
|
|
|
4
|
Suntrust Banks
Atlanta,
Georgia
|
$515M
|
+$1.19M
|
+47,140
|
+0.2%
|
|
|
5
|
United Capital Financial Advisors
Irving,
Texas
|
$400M
|
+$18.4M
|
+733,179
|
+5%
|
|
|
6
|
Cobblestone Capital Advisors
Rochester,
New York
|
$73.6M
|
+$73.8M
|
+2,934,300
|
New
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$70.6M
|
+$7.55M
|
+300,034
|
+12%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$65.2M
|
+$12.1M
|
+482,032
|
+23%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$54.3M
|
+$11.9M
|
+471,847
|
+28%
|
|
|
10
|
AssetMark Inc
Concord,
California
|
$46.6M
|
+$3.79M
|
+150,575
|
+9%
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$39.2M
|
+$17.2M
|
+685,693
|
+78%
|
|
|
12
|
|
$36.4M
|
-$239M
|
-9,499,491
|
-87%
|
|
|
13
|
Relative Value Partners Group
|
$35.7M
|
+$306K
|
+12,177
|
+0.9%
|
|
|
14
|
|
$31.4M
|
+$2.12M
|
+84,182
|
+7%
|
|
|
15
|
|
$27.3M
|
–
|
–
|
–
|
|
|
16
|
Park Avenue Securities
New York
|
$17.4M
|
+$137K
|
+5,457
|
+0.8%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$16.7M
|
+$1.17M
|
+46,709
|
+8%
|
|
|
18
|
Cadinha & Co
Honolulu,
Hawaii
|
$13.9M
|
-$24.4M
|
-968,998
|
-64%
|
|
|
19
|
|
$13.7M
|
+$3.24M
|
+128,757
|
+31%
|
|
|
20
|
Allianz Asset Management
Munich,
Germany
|
$10M
|
-$5.74M
|
-228,126
|
-36%
|
|
|
21
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$7.96M
|
+$871K
|
+34,628
|
+12%
|
|
|
22
|
Cambridge Associates
Boston,
Massachusetts
|
$7.5M
|
-$2.58M
|
-102,689
|
-26%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.29M
|
+$5.47M
|
+217,301
|
+296%
|
|
|
24
|
D.J. St. Germain
Springfield,
Massachusetts
|
$7.16M
|
+$1.05M
|
+41,935
|
+17%
|
|
|
25
|
LVZ Inc
Holland,
Michigan
|
$6.93M
|
+$271K
|
+10,777
|
+4%
|
|
