|
1
|
Bank of America
Charlotte,
North Carolina
|
$654M
|
+$21.9M
|
+172,748
|
+4%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$317M
|
-$166M
|
-1,309,679
|
-35%
|
|
|
3
|
Barings
Charlotte,
North Carolina
|
$144M
|
+$25.9M
|
+205,000
|
+23%
|
|
|
4
|
|
$127M
|
-$9.34M
|
-73,851
|
-7%
|
|
|
5
|
SCS Capital Management
Boston,
Massachusetts
|
$126M
|
+$701K
|
+5,545
|
+0.6%
|
|
|
6
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$124M
|
+$152M
|
+1,201,934
|
New
|
|
|
7
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$119M
|
-$2.43M
|
-19,208
|
-2%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$119M
|
-$1.54M
|
-12,205
|
-1%
|
|
|
9
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$99.4M
|
-$3.73M
|
-29,471
|
-4%
|
|
|
10
|
|
$96.6M
|
+$1.63M
|
+12,852
|
+2%
|
|
|
11
|
Relative Value Partners Group
|
$59.9M
|
-$2.24M
|
-17,679
|
-4%
|
|
|
12
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$53.8M
|
-$4.33M
|
-34,265
|
-8%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$51.6M
|
-$1.42M
|
-11,211
|
-3%
|
|
|
14
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$51.6M
|
-$4.33M
|
-34,265
|
-8%
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$50.7M
|
-$985K
|
-7,783
|
-2%
|
|
|
16
|
Oakworth Capital
Birmingham,
Alabama
|
$35.6M
|
-$4.04M
|
-31,915
|
-10%
|
|
|
17
|
Patriot Wealth Management
Houston,
Texas
|
$34.1M
|
+$512K
|
+4,045
|
+2%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$26.6M
|
+$3.32M
|
+26,265
|
+15%
|
|
|
19
|
Fidelity Investments
Boston,
Massachusetts
|
$26.2M
|
-$537K
|
-4,245
|
-2%
|
|
|
20
|
United Capital Financial Advisors
Irving,
Texas
|
$20.2M
|
-$1.05M
|
-8,280
|
-5%
|
|
|
21
|
M&T Bank
Buffalo,
New York
|
$18.4M
|
-$454K
|
-3,593
|
-2%
|
|
|
22
|
SignatureFD
Atlanta,
Georgia
|
$17.5M
|
-$798K
|
-6,307
|
-4%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14.4M
|
+$8.1M
|
+64,041
|
+137%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$13.3M
|
+$69.7K
|
+551
|
+0.5%
|
|
|
25
|
Berkshire Money Management
Dalton,
Massachusetts
|
$13.2M
|
+$24.5K
|
+194
|
+0.2%
|
|
