|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$485M
|
+$4.01M
|
+122,744
|
+2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$411M
|
-$31.7M
|
-968,195
|
-7%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$177M
|
-$1.79M
|
-54,673
|
-1%
|
|
|
4
|
|
$167M
|
-$4.41M
|
-134,892
|
-3%
|
|
|
5
|
|
$103M
|
+$10.6M
|
+323,988
|
+11%
|
|
|
6
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$97.6M
|
+$9.8M
|
+299,513
|
+11%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$94.7M
|
+$623K
|
+19,034
|
+0.7%
|
|
|
8
|
US Bancorp
Minneapolis,
Minnesota
|
$83M
|
+$6.18M
|
+188,839
|
+8%
|
|
|
9
|
Regions Financial Corp
Birmingham,
Alabama
|
$64.5M
|
-$4.97M
|
-151,969
|
-7%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$49.3M
|
+$1.41M
|
+43,225
|
+3%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$48.7M
|
+$1.59M
|
+48,677
|
+3%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$32.7M
|
+$6.03M
|
+184,457
|
+23%
|
|
|
13
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$29.3M
|
–
|
–
|
–
|
|
|
14
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$29.2M
|
-$2.71M
|
-82,938
|
-8%
|
|
|
15
|
Bank of New York Mellon
New York
|
$28.8M
|
-$4.55M
|
-139,110
|
-14%
|
|
|
16
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$16.8M
|
+$16.9M
|
+516,292
|
New
|
|
|
17
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$16.5M
|
-$2.5M
|
-76,543
|
-13%
|
|
|
18
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$15.2M
|
-$137K
|
-4,185
|
-0.9%
|
|
|
19
|
ETrade Capital Management
Arlington,
Virginia
|
$14.8M
|
+$86.8K
|
+2,655
|
+0.6%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14.7M
|
-$308K
|
-9,419
|
-2%
|
|
|
21
|
MML Investors Services
Springfield,
Massachusetts
|
$14M
|
+$5.24M
|
+160,141
|
+59%
|
|
|
22
|
Linscomb Wealth
Houston,
Texas
|
$14M
|
+$203K
|
+6,198
|
+1%
|
|
|
23
|
BB&T Securities
Richmond,
Virginia
|
$13.2M
|
-$205K
|
-6,273
|
-2%
|
|
|
24
|
Destination Wealth Management
Walnut Creek,
California
|
$11.6M
|
+$94.7K
|
+2,896
|
+0.8%
|
|
|
25
|
Donoghue Forlines
Boston,
Massachusetts
|
$11.1M
|
+$11.2M
|
+341,685
|
New
|
|
