|
1
|
Bank of America
Charlotte,
North Carolina
|
$231M
|
+$18.5M
|
+673,439
|
+9%
|
|
|
2
|
|
$72.6M
|
+$5.34M
|
+193,896
|
+8%
|
|
|
3
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$47.7M
|
+$2.5M
|
+90,817
|
+6%
|
|
|
4
|
RiverFront Investment Group
Richmond,
Virginia
|
$45.9M
|
+$43.6M
|
+1,582,855
|
New
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$37.2M
|
-$5.64M
|
-204,881
|
-14%
|
|
|
6
|
BlackRock Investment Management
Wilmington,
Delaware
|
$34.7M
|
+$6.84M
|
+248,649
|
+26%
|
|
|
7
|
BlackRock Fund Advisors
San Francisco,
California
|
$33.2M
|
+$17.1M
|
+619,506
|
+118%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$33M
|
-$2.55M
|
-92,685
|
-7%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$32.7M
|
-$843K
|
-30,640
|
-3%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$32.5M
|
+$3.14M
|
+113,970
|
+11%
|
|
|
11
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$24.8M
|
+$945K
|
+34,316
|
+4%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24.4M
|
-$4.32M
|
-156,958
|
-16%
|
|
|
13
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$21.3M
|
–
|
–
|
–
|
|
|
14
|
Gray Financial Group
Atlanta,
Georgia
|
$20M
|
+$13M
|
+470,922
|
+215%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$18.8M
|
+$13.3M
|
+482,489
|
+290%
|
|
|
16
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$17.7M
|
-$153K
|
-5,573
|
-0.9%
|
|
|
17
|
Sentinel Asset Management
Montpelier,
Vermont
|
$12.3M
|
–
|
–
|
–
|
|
|
18
|
AssetMark Inc
Concord,
California
|
$12.1M
|
+$3.67M
|
+133,254
|
+47%
|
|
|
19
|
Linscomb Wealth
Houston,
Texas
|
$8.71M
|
+$201K
|
+7,317
|
+2%
|
|
|
20
|
First National Bank of Hutchinson
Hutchinson,
Kansas
|
$8.52M
|
+$218K
|
+7,916
|
+3%
|
|
|
21
|
Klingman & Associates
New York
|
$8.39M
|
-$216K
|
-7,837
|
-3%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.21M
|
+$455K
|
+16,516
|
+6%
|
|
|
23
|
ETrade Capital Management
Arlington,
Virginia
|
$7.08M
|
+$3.99K
|
+145
|
+0.1%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.05M
|
+$1.81M
|
+65,932
|
+37%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$6.99M
|
-$173K
|
-6,269
|
-3%
|
|
