|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.5B
|
+$236M
|
+9,702,347
|
+11%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$793M
|
+$36.9M
|
+1,519,013
|
+5%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$789M
|
-$259M
|
-10,646,441
|
-25%
|
|
|
4
|
Suntrust Banks
Atlanta,
Georgia
|
$490M
|
-$16.7M
|
-687,126
|
-3%
|
|
|
5
|
United Capital Financial Advisors
Irving,
Texas
|
$435M
|
-$24.4M
|
-1,003,715
|
-5%
|
|
|
6
|
|
$252M
|
+$215M
|
+8,842,793
|
+644%
|
|
|
7
|
Wealthspire Advisors (New York)
New York
|
$153M
|
+$151M
|
+6,192,900
|
New
|
|
|
8
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$93M
|
+$91.8M
|
+3,774,389
|
+1,087,720%
|
|
|
9
|
Cobblestone Capital Advisors
Rochester,
New York
|
$86.6M
|
-$4.7M
|
-193,078
|
-5%
|
|
|
10
|
3EDGE Asset Management
Naples,
Florida
|
$74.8M
|
+$25M
|
+1,028,272
|
+51%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$73M
|
+$6.4M
|
+263,341
|
+10%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$71.9M
|
+$4.27M
|
+175,515
|
+6%
|
|
|
13
|
|
$53.9M
|
+$11.5M
|
+473,143
|
+28%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$47.5M
|
-$20.9K
|
-859
|
-0%
|
|
|
15
|
|
$44.1M
|
+$6.44M
|
+264,770
|
+17%
|
|
|
16
|
Park Avenue Securities
New York
|
$36.3M
|
+$2.52M
|
+103,691
|
+8%
|
|
|
17
|
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
|
$33.4M
|
+$13.4M
|
+550,600
|
+69%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$30.8M
|
+$2.97M
|
+122,044
|
+11%
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$27.1M
|
+$7.23M
|
+297,217
|
+37%
|
|
|
20
|
Relative Value Partners Group
|
$25.6M
|
-$3.63M
|
-149,415
|
-13%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$21.5M
|
-$1.55M
|
-63,544
|
-7%
|
|
|
22
|
Advisor Group
Phoenix,
Arizona
|
$15.8M
|
+$1.92M
|
+78,885
|
+14%
|
|
|
23
|
D.J. St. Germain
Springfield,
Massachusetts
|
$14.9M
|
+$3.25M
|
+133,654
|
+28%
|
|
|
24
|
Cadinha & Co
Honolulu,
Hawaii
|
$13.2M
|
-$173K
|
-7,113
|
-1%
|
|
|
25
|
Deane Retirement Strategies
New Orleans,
Louisiana
|
$13M
|
+$12.8M
|
+528,292
|
New
|
|
