|
1
|
Bank of America
Charlotte,
North Carolina
|
$173M
|
+$33.7M
|
+558,587
|
+25%
|
|
|
2
|
SEI Investments
Oaks,
Pennsylvania
|
$62.1M
|
+$17.9M
|
+296,399
|
+41%
|
|
|
3
|
|
$51.9M
|
+$1.46M
|
+24,255
|
+3%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$45.1M
|
+$2.2M
|
+36,455
|
+5%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$44M
|
-$1.6M
|
-26,614
|
-4%
|
|
|
6
|
Private Ocean
San Rafael,
California
|
$33.8M
|
+$1.24M
|
+20,593
|
+4%
|
|
|
7
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$32.2M
|
-$2.38M
|
-39,523
|
-7%
|
|
|
8
|
|
$27.4M
|
-$3.16M
|
-52,363
|
-10%
|
|
|
9
|
|
$25.3M
|
-$3.09M
|
-51,180
|
-11%
|
|
|
10
|
Aviance Capital Management
Sarasota,
Florida
|
$19.7M
|
-$2.65M
|
-43,887
|
-12%
|
|
|
11
|
PagnatoKarp Partners
Reston,
Virginia
|
$19.3M
|
+$19.1M
|
+316,090
|
New
|
|
|
12
|
Bank of the West
Monterey Park,
California
|
$18.4M
|
+$14.5M
|
+240,015
|
+392%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.5M
|
-$29.6M
|
-490,649
|
-67%
|
|
|
14
|
Guggenheim Capital
Chicago,
Illinois
|
$12.2M
|
+$446K
|
+7,395
|
+4%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$11.9M
|
+$3.9M
|
+64,770
|
+49%
|
|
|
16
|
Piershale Financial Group
Barrington,
Illinois
|
$10.9M
|
+$10.8M
|
+178,904
|
New
|
|
|
17
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$8.95M
|
+$8.82M
|
+146,371
|
New
|
|
|
18
|
AssetMark Inc
Concord,
California
|
$8.57M
|
+$8.37M
|
+138,883
|
+10,578%
|
|
|
19
|
BB&T Securities
Richmond,
Virginia
|
$7.45M
|
-$185K
|
-3,075
|
-2%
|
|
|
20
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$7.12M
|
+$5.09M
|
+84,367
|
+262%
|
|
|
21
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$7.09M
|
+$341K
|
+5,664
|
+5%
|
|
|
22
|
AHL Partners
London,
United Kingdom
|
$6.61M
|
+$6.52M
|
+108,101
|
New
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.66M
|
+$1.25M
|
+20,745
|
+29%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$5.4M
|
+$21.2K
|
+351
|
+0.4%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.33M
|
+$868K
|
+14,404
|
+20%
|
|
