|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.09B
|
+$14.4M
|
+70,198
|
+1%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$793M
|
-$56.8M
|
-276,462
|
-7%
|
|
|
3
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$355M
|
+$2.83M
|
+13,770
|
+0.8%
|
|
|
4
|
|
$250M
|
+$10.8M
|
+52,545
|
+5%
|
|
|
5
|
IEQ Capital
Foster City,
California
|
$211M
|
+$9.8M
|
+47,711
|
+5%
|
|
|
6
|
|
$177M
|
+$5.55M
|
+27,030
|
+3%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$142M
|
+$1.14M
|
+5,555
|
+0.8%
|
|
|
8
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$121M
|
-$19.7M
|
-95,686
|
-14%
|
|
|
9
|
Evoke Wealth
Los Angeles,
California
|
$103M
|
-$1.23M
|
-5,983
|
-1%
|
|
|
10
|
Relative Value Partners Group
|
$97.6M
|
+$87.5K
|
+426
|
+0.1%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$96M
|
+$20.7M
|
+100,961
|
+28%
|
|
|
12
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$84.4M
|
-$943K
|
-4,591
|
-1%
|
|
|
13
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$74.6M
|
+$7.65M
|
+37,248
|
+12%
|
|
|
14
|
Oakworth Capital
Birmingham,
Alabama
|
$74M
|
+$3.84M
|
+18,694
|
+6%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$64.4M
|
-$870K
|
-4,234
|
-1%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$46.7M
|
+$13.6M
|
+66,400
|
+42%
|
|
|
17
|
SignatureFD
Atlanta,
Georgia
|
$45.7M
|
-$1.91M
|
-9,313
|
-4%
|
|
|
18
|
First Pacific Financial
Vancouver,
Washington
|
$45.4M
|
-$516K
|
-2,511
|
-1%
|
|
|
19
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$41.9M
|
-$924K
|
-4,499
|
-2%
|
|
|
20
|
One Capital Management
Westlake Village,
California
|
$37M
|
+$36.5M
|
+177,465
|
New
|
|
|
21
|
55I LLC
Boston,
Massachusetts
|
$35.9M
|
+$31.4M
|
+152,852
|
+801%
|
|
|
22
|
Fidelity Investments
Boston,
Massachusetts
|
$35.8M
|
-$82.6K
|
-402
|
-0.2%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$33.9M
|
-$174K
|
-846
|
-0.5%
|
|
|
24
|
Mariner
Overland Park,
Kansas
|
$33.4M
|
+$974K
|
+4,742
|
+3%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$31.1M
|
-$3.09M
|
-15,033
|
-9%
|
|
