|
1
|
Bank of America
Charlotte,
North Carolina
|
$221M
|
+$15.6M
|
+250,682
|
+8%
|
|
|
2
|
SEI Investments
Oaks,
Pennsylvania
|
$113M
|
+$6.09M
|
+97,580
|
+6%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$64.5M
|
+$15.6M
|
+250,407
|
+32%
|
|
|
4
|
|
$60.6M
|
-$6.7M
|
-107,351
|
-10%
|
|
|
5
|
Private Ocean
San Rafael,
California
|
$43.4M
|
+$3.49M
|
+55,867
|
+9%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$43.3M
|
-$2.24M
|
-35,827
|
-5%
|
|
|
7
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$40.2M
|
+$1.39M
|
+22,282
|
+4%
|
|
|
8
|
Grimes & Company
Westborough,
Massachusetts
|
$32.9M
|
+$32.2M
|
+516,414
|
+5,007%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$32.4M
|
+$1.92M
|
+30,779
|
+6%
|
|
|
10
|
|
$26.4M
|
+$34.8K
|
+558
|
+0.1%
|
|
|
11
|
|
$25.9M
|
+$50.3K
|
+805
|
+0.2%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20.1M
|
+$4.93M
|
+78,896
|
+32%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$16.4M
|
+$3.55M
|
+56,873
|
+28%
|
|
|
14
|
Guggenheim Capital
Chicago,
Illinois
|
$16.1M
|
+$2.08M
|
+33,246
|
+15%
|
|
|
15
|
|
$14.3M
|
+$12.4M
|
+198,992
|
+666%
|
|
|
16
|
Bank of the West
Monterey Park,
California
|
$12.9M
|
+$10.4K
|
+166
|
+0.1%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$12.2M
|
+$1.07M
|
+17,154
|
+10%
|
|
|
18
|
AHL Partners
London,
United Kingdom
|
$11.7M
|
-$1.45M
|
-23,296
|
-11%
|
|
|
19
|
Regions Financial Corp
Birmingham,
Alabama
|
$10.8M
|
+$1.26M
|
+20,183
|
+13%
|
|
|
20
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$9.59M
|
-$411K
|
-6,583
|
-4%
|
|
|
21
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$8.99M
|
-$16.2K
|
-260
|
-0.2%
|
|
|
22
|
Q3 Asset Management
Birmingham,
Michigan
|
$8.37M
|
+$8.37M
|
+134,071
|
New
|
|
|
23
|
AssetMark Inc
Concord,
California
|
$7.74M
|
-$282K
|
-4,524
|
-4%
|
|
|
24
|
Mackay Shields LLC
New York
|
$7.53M
|
–
|
–
|
–
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.53M
|
+$353K
|
+5,662
|
+5%
|
|
