|
1
|
Bank of America
Charlotte,
North Carolina
|
$206M
|
+$50.3M
|
+807,444
|
+32%
|
|
|
2
|
SEI Investments
Oaks,
Pennsylvania
|
$108M
|
+$33.4M
|
+536,959
|
+45%
|
|
|
3
|
|
$67.6M
|
+$9.79M
|
+157,231
|
+17%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$49M
|
-$23.5M
|
-377,325
|
-33%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$45.7M
|
-$390K
|
-6,264
|
-0.9%
|
|
|
6
|
Private Ocean
San Rafael,
California
|
$40M
|
+$4.61M
|
+74,108
|
+13%
|
|
|
7
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$39M
|
+$3M
|
+48,200
|
+8%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$30.6M
|
+$15.2M
|
+243,722
|
+100%
|
|
|
9
|
|
$26.4M
|
-$811K
|
-13,030
|
-3%
|
|
|
10
|
|
$25.9M
|
–
|
–
|
–
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.3M
|
-$4.5M
|
-72,214
|
-23%
|
|
|
12
|
Guggenheim Capital
Chicago,
Illinois
|
$14.1M
|
+$615K
|
+9,885
|
+5%
|
|
|
13
|
AHL Partners
London,
United Kingdom
|
$13.2M
|
–
|
–
|
–
|
|
|
14
|
Bank of the West
Monterey Park,
California
|
$13M
|
-$313K
|
-5,025
|
-2%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$12.9M
|
-$4.53M
|
-72,835
|
-26%
|
|
|
16
|
PagnatoKarp Partners
Reston,
Virginia
|
$11.2M
|
-$4.76M
|
-76,445
|
-30%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$10.8M
|
-$592K
|
-9,503
|
-5%
|
|
|
18
|
BB&T Securities
Richmond,
Virginia
|
$10.4M
|
+$1.3M
|
+20,873
|
+14%
|
|
|
19
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$10M
|
+$323K
|
+5,188
|
+3%
|
|
|
20
|
Regions Financial Corp
Birmingham,
Alabama
|
$9.61M
|
+$263K
|
+4,220
|
+3%
|
|
|
21
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$9.04M
|
+$479K
|
+7,695
|
+6%
|
|
|
22
|
AssetMark Inc
Concord,
California
|
$8.05M
|
-$261K
|
-4,195
|
-3%
|
|
|
23
|
Mackay Shields LLC
New York
|
$7.56M
|
+$7.51M
|
+120,693
|
New
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.2M
|
+$1.46M
|
+23,512
|
+26%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$5.93M
|
+$116K
|
+1,871
|
+2%
|
|
