|
1
|
Bank of America
Charlotte,
North Carolina
|
$597M
|
+$52.2M
|
+1,032,819
|
+10%
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$155M
|
+$10.8M
|
+214,336
|
+8%
|
|
|
3
|
|
$151M
|
+$73.6M
|
+1,456,320
|
+96%
|
|
|
4
|
SEI Investments
Oaks,
Pennsylvania
|
$129M
|
-$78.7M
|
-1,556,541
|
-38%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$81.2M
|
-$2.68M
|
-52,971
|
-3%
|
|
|
6
|
|
$74.1M
|
+$73.7M
|
+1,459,166
|
+25,136%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$64.4M
|
+$8.52M
|
+168,700
|
+15%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$56.3M
|
-$7.61M
|
-150,641
|
-12%
|
|
|
9
|
Private Ocean
San Rafael,
California
|
$47.7M
|
+$37.3M
|
+738,680
|
+361%
|
|
|
10
|
Zions Bancorporation
Salt Lake City,
Utah
|
$43.3M
|
+$38.1M
|
+754,171
|
+734%
|
|
|
11
|
Fidelity Investments
Boston,
Massachusetts
|
$39.8M
|
+$4.6M
|
+91,122
|
+13%
|
|
|
12
|
|
$39.6M
|
+$2.12M
|
+42,051
|
+6%
|
|
|
13
|
D.A. Davidson & Co
Great Falls,
Montana
|
$36.1M
|
-$644K
|
-12,753
|
-2%
|
|
|
14
|
TIAA FSB
Jacksonville,
Florida
|
$36.1M
|
+$1.16M
|
+22,890
|
+3%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$35.2M
|
+$28.3M
|
+559,795
|
+407%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$25.6M
|
-$2.05M
|
-40,556
|
-7%
|
|
|
17
|
AssetMark Inc
Concord,
California
|
$24.6M
|
+$1.28M
|
+25,395
|
+5%
|
|
|
18
|
Avantax Planning Partners
Dubuque,
Iowa
|
$21.1M
|
+$52.8K
|
+1,044
|
+0.3%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$20.5M
|
+$1.18M
|
+23,411
|
+6%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$19.3M
|
+$195K
|
+3,866
|
+1%
|
|
|
21
|
PFS Investments
Duluth,
Georgia
|
$18.6M
|
-$2.93K
|
-58
|
-0%
|
|
|
22
|
Counterpoint Mutual Funds
San Diego,
California
|
$17.8M
|
+$17.8M
|
+351,516
|
New
|
|
|
23
|
Regions Financial Corp
Birmingham,
Alabama
|
$15.1M
|
+$2.74M
|
+54,198
|
+22%
|
|
|
24
|
Guggenheim Capital
Chicago,
Illinois
|
$14.2M
|
+$316K
|
+6,247
|
+2%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$13.8M
|
+$1.48M
|
+29,318
|
+12%
|
|
