|
1
|
Wells Fargo
San Francisco,
California
|
$68.2M
|
-$24M
|
-239,865
|
-26%
|
|
|
2
|
|
$61.2M
|
-$15.8M
|
-157,684
|
-21%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$59.2M
|
+$182K
|
+1,819
|
+0.3%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$46.5M
|
-$30.4M
|
-303,952
|
-40%
|
|
|
5
|
Credit Suisse
Zurich,
Switzerland
|
$34M
|
-$10.8M
|
-108,239
|
-24%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$33.7M
|
+$10M
|
+100,458
|
+43%
|
|
|
7
|
RWA Wealth Partners
Newton,
Massachusetts
|
$27.5M
|
-$4.45M
|
-44,491
|
-14%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$25.6M
|
-$18.8M
|
-187,896
|
-42%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$23.2M
|
+$662K
|
+6,621
|
+3%
|
|
|
10
|
|
$22.5M
|
+$655K
|
+6,557
|
+3%
|
|
|
11
|
Mercer Global Advisors
Denver,
Colorado
|
$18.9M
|
+$18.8M
|
+188,186
|
New
|
|
|
12
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$16.4M
|
+$16.3M
|
+163,622
|
New
|
|
|
13
|
Financial Management Professionals
Austin,
Texas
|
$15.9M
|
+$562K
|
+5,628
|
+4%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.7M
|
+$1.93M
|
+19,293
|
+16%
|
|
|
15
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$11.8M
|
-$85.4K
|
-855
|
-0.7%
|
|
|
16
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$10M
|
-$55.3K
|
-553
|
-0.6%
|
|
|
17
|
Condor Capital Management
Martinsville,
New Jersey
|
$9.16M
|
+$263K
|
+2,637
|
+3%
|
|
|
18
|
|
$8.79M
|
-$388K
|
-3,884
|
-4%
|
|
|
19
|
Renaissance Technologies
New York
|
$8.71M
|
+$2.19M
|
+21,904
|
+34%
|
|
|
20
|
Coastline Trust
Providence,
Rhode Island
|
$8.49M
|
+$183K
|
+1,830
|
+2%
|
|
|
21
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$8.28M
|
–
|
–
|
–
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.24M
|
-$1.04M
|
-10,361
|
-11%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$8.19M
|
-$36.1K
|
-361
|
-0.4%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$7.76M
|
-$3.49M
|
-34,918
|
-31%
|
|
|
25
|
Hollencrest Capital Management
Newport Beach,
California
|
$6.81M
|
-$91.1K
|
-912
|
-1%
|
|
