|
1
|
Bank of America
Charlotte,
North Carolina
|
$816M
|
+$118M
|
+859,625
|
+14%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$401M
|
+$23.9M
|
+173,782
|
+5%
|
|
|
3
|
Barings
Charlotte,
North Carolina
|
$140M
|
-$13.8M
|
-100,000
|
-8%
|
|
|
4
|
|
$136M
|
+$33.5M
|
+242,896
|
+27%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$91.8M
|
+$2.05M
|
+14,894
|
+2%
|
|
|
6
|
|
$80.5M
|
-$22.9M
|
-166,240
|
-20%
|
|
|
7
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$76.2M
|
-$4.24M
|
-30,744
|
-5%
|
|
|
8
|
|
$75.9M
|
+$78.6M
|
+570,346
|
+816%
|
|
|
9
|
Evoke Wealth
Los Angeles,
California
|
$63.6M
|
-$301M
|
-2,185,077
|
-80%
|
|
|
10
|
IEQ Capital
Foster City,
California
|
$55M
|
+$29.7M
|
+215,376
|
+87%
|
|
|
11
|
Relative Value Partners Group
|
$53.8M
|
+$1.04M
|
+7,515
|
+2%
|
|
|
12
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$48.7M
|
+$5.87M
|
+42,574
|
+12%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$42M
|
+$345K
|
+2,501
|
+0.7%
|
|
|
14
|
Oakworth Capital
Birmingham,
Alabama
|
$32.7M
|
-$170K
|
-1,235
|
-0.4%
|
|
|
15
|
Mariner
Overland Park,
Kansas
|
$31.5M
|
-$1.23M
|
-8,907
|
-3%
|
|
|
16
|
Twin Tree Management
Dallas,
Texas
|
$27.4M
|
+$31.8M
|
+231,025
|
New
|
|
|
17
|
LPL Financial
San Diego,
California
|
$25M
|
+$15.5M
|
+112,783
|
+115%
|
|
|
18
|
Bell Bank
Fargo,
North Dakota
|
$24.9M
|
+$29M
|
+210,313
|
New
|
|
|
19
|
Sand Hill Global Advisors
Palo Alto,
California
|
$24.5M
|
+$3.42M
|
+24,849
|
+14%
|
|
|
20
|
BNP Paribas Financial Markets
Paris,
France
|
$24.4M
|
+$27.2M
|
+197,403
|
+2,492%
|
|
|
21
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$24.3M
|
-$27.9M
|
-202,189
|
-50%
|
|
|
22
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$22.6M
|
-$25.7M
|
-186,346
|
-50%
|
|
|
23
|
Fidelity Investments
Boston,
Massachusetts
|
$22M
|
-$717K
|
-5,206
|
-3%
|
|
|
24
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$21.7M
|
+$18.9M
|
+137,118
|
+281%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$19.6M
|
+$6.69M
|
+48,556
|
+42%
|
|
