|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.95B
|
+$249M
|
+10,112,297
|
+15%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$783M
|
-$165M
|
-6,702,153
|
-17%
|
|
|
3
|
Suntrust Banks
Atlanta,
Georgia
|
$521M
|
+$13.2M
|
+536,909
|
+3%
|
|
|
4
|
United Capital Financial Advisors
Irving,
Texas
|
$430M
|
+$35.6M
|
+1,443,028
|
+9%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$281M
|
-$290M
|
-11,765,277
|
-51%
|
|
|
6
|
Cobblestone Capital Advisors
Rochester,
New York
|
$89.1M
|
+$16.7M
|
+675,817
|
+23%
|
|
|
7
|
Asset Management One
Tokyo,
Japan
|
$75.3M
|
+$75.4M
|
+3,055,000
|
New
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$72.5M
|
+$8.3M
|
+336,467
|
+13%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$59.7M
|
-$9.71M
|
-393,677
|
-14%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$57.3M
|
+$3.87M
|
+156,921
|
+7%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$44.8M
|
-$1.06M
|
-42,845
|
-2%
|
|
|
12
|
|
$43.7M
|
+$7.79M
|
+315,621
|
+22%
|
|
|
13
|
|
$37.6M
|
–
|
–
|
–
|
|
|
14
|
Relative Value Partners Group
|
$29.8M
|
-$5.38M
|
-218,047
|
-15%
|
|
|
15
|
|
$28.9M
|
-$2.04M
|
-82,611
|
-7%
|
|
|
16
|
Park Avenue Securities
New York
|
$28.5M
|
+$11.3M
|
+457,949
|
+66%
|
|
|
17
|
|
$28M
|
+$28M
|
+1,135,558
|
New
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$24.8M
|
-$13.8M
|
-558,300
|
-36%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$19.2M
|
+$16.5M
|
+669,747
|
+621%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$18M
|
+$1.49M
|
+60,461
|
+9%
|
|
|
21
|
Cadinha & Co
Honolulu,
Hawaii
|
$13.7M
|
+$8.54K
|
+346
|
+0.1%
|
|
|
22
|
Cambridge Associates
Boston,
Massachusetts
|
$10.1M
|
+$2.76M
|
+111,713
|
+37%
|
|
|
23
|
Brookstone Capital Management
Wheaton,
Illinois
|
$9.97M
|
+$9.96M
|
+403,776
|
New
|
|
|
24
|
Allianz Asset Management
Munich,
Germany
|
$9.71M
|
-$147K
|
-5,962
|
-1%
|
|
|
25
|
D.J. St. Germain
Springfield,
Massachusetts
|
$9.03M
|
+$1.98M
|
+80,228
|
+28%
|
|
