|
1
|
Bank of America
Charlotte,
North Carolina
|
$265M
|
+$37.2M
|
+1,279,835
|
+16%
|
|
|
2
|
|
$84.1M
|
+$12.5M
|
+430,640
|
+17%
|
|
|
3
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$48.2M
|
+$1.08M
|
+37,154
|
+2%
|
|
|
4
|
RiverFront Investment Group
Richmond,
Virginia
|
$45.3M
|
-$35.3K
|
-1,215
|
-0.1%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$42.5M
|
+$5.93M
|
+204,058
|
+16%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$40M
|
+$7.82M
|
+269,212
|
+24%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$39.7M
|
+$8.22M
|
+282,889
|
+25%
|
|
|
8
|
BlackRock Investment Management
Wilmington,
Delaware
|
$35M
|
+$734K
|
+25,280
|
+2%
|
|
|
9
|
BlackRock Fund Advisors
San Francisco,
California
|
$33.7M
|
+$938K
|
+32,301
|
+3%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$26.9M
|
+$2.87M
|
+98,907
|
+12%
|
|
|
11
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$25.1M
|
+$640K
|
+22,049
|
+3%
|
|
|
12
|
Spruce Investment Advisors
Stamford,
Connecticut
|
$22.6M
|
+$22.9M
|
+789,515
|
New
|
|
|
13
|
AssetMark Inc
Concord,
California
|
$22.6M
|
+$10.8M
|
+372,188
|
+89%
|
|
|
14
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$21M
|
–
|
–
|
–
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$18.5M
|
-$40.4K
|
-1,391
|
-0.2%
|
|
|
16
|
Gray Financial Group
Atlanta,
Georgia
|
$17.8M
|
-$1.97M
|
-67,954
|
-10%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$17.5M
|
-$16.1M
|
-554,596
|
-47%
|
|
|
18
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$17.4M
|
-$29.6K
|
-1,018
|
-0.2%
|
|
|
19
|
Regions Financial Corp
Birmingham,
Alabama
|
$14.7M
|
+$9.66M
|
+332,704
|
+185%
|
|
|
20
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$13.8M
|
+$7.85M
|
+270,473
|
+127%
|
|
|
21
|
Sentinel Asset Management
Montpelier,
Vermont
|
$12.1M
|
–
|
–
|
–
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.11M
|
+$2.18M
|
+74,936
|
+31%
|
|
|
23
|
US Bancorp
Minneapolis,
Minnesota
|
$8.95M
|
+$7.66M
|
+263,877
|
+540%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.82M
|
+$723K
|
+24,906
|
+9%
|
|
|
25
|
Klingman & Associates
New York
|
$8.43M
|
+$145K
|
+5,008
|
+2%
|
|
