|
1
|
Bank of America
Charlotte,
North Carolina
|
$294M
|
+$16.4M
|
+555,374
|
+6%
|
|
|
2
|
|
$94.6M
|
+$6.45M
|
+218,010
|
+7%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$72.1M
|
+$27.2M
|
+920,331
|
+62%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$56.5M
|
+$14.2M
|
+481,859
|
+34%
|
|
|
5
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$52.1M
|
+$1.67M
|
+56,607
|
+3%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$51.3M
|
+$9.28M
|
+313,905
|
+22%
|
|
|
7
|
RiverFront Investment Group
Richmond,
Virginia
|
$46M
|
-$1.35M
|
-45,748
|
-3%
|
|
|
8
|
BlackRock Fund Advisors
San Francisco,
California
|
$40.5M
|
+$5.18M
|
+175,066
|
+15%
|
|
|
9
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$38.8M
|
+$18.8M
|
+634,602
|
+104%
|
|
|
10
|
BlackRock Investment Management
Wilmington,
Delaware
|
$36M
|
-$631K
|
-21,356
|
-2%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$25.7M
|
-$2.48M
|
-83,845
|
-9%
|
|
|
12
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$25.5M
|
-$777K
|
-26,268
|
-3%
|
|
|
13
|
Regions Financial Corp
Birmingham,
Alabama
|
$25M
|
+$9.53M
|
+322,193
|
+63%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$24.1M
|
+$424K
|
+14,343
|
+2%
|
|
|
15
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$22M
|
–
|
–
|
–
|
|
|
16
|
LPL Financial
San Diego,
California
|
$21.8M
|
+$3.16M
|
+106,964
|
+17%
|
|
|
17
|
Spruce Investment Advisors
Stamford,
Connecticut
|
$20.8M
|
-$2.86M
|
-96,854
|
-12%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$19.3M
|
-$142K
|
-4,816
|
-0.7%
|
|
|
19
|
Gray Financial Group
Atlanta,
Georgia
|
$18.6M
|
–
|
–
|
–
|
|
|
20
|
US Bancorp
Minneapolis,
Minnesota
|
$17.7M
|
+$8.25M
|
+279,108
|
+89%
|
|
|
21
|
Sentinel Asset Management
Montpelier,
Vermont
|
$12.7M
|
–
|
–
|
–
|
|
|
22
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$10.7M
|
+$2.43M
|
+82,338
|
+30%
|
|
|
23
|
Bank of New York Mellon
New York
|
$10.1M
|
+$5.76M
|
+194,849
|
+139%
|
|
|
24
|
Linscomb Wealth
Houston,
Texas
|
$10M
|
+$1.31M
|
+44,204
|
+15%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.46M
|
+$215K
|
+7,274
|
+2%
|
|
