|
1
|
Bank of America
Charlotte,
North Carolina
|
$901M
|
-$439K
|
-2,351
|
-0%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$702M
|
+$24.2M
|
+129,437
|
+3%
|
|
|
3
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$296M
|
+$3.23M
|
+17,277
|
+1%
|
|
|
4
|
|
$198M
|
-$9.12M
|
-48,807
|
-4%
|
|
|
5
|
IEQ Capital
Foster City,
California
|
$160M
|
-$15.6M
|
-83,594
|
-8%
|
|
|
6
|
|
$146M
|
-$767K
|
-4,106
|
-0.5%
|
|
|
7
|
|
$121M
|
+$116M
|
+618,858
|
+744%
|
|
|
8
|
Cresset Asset Management
Chicago,
Illinois
|
$111M
|
+$112M
|
+598,672
|
+1,246%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$111M
|
-$7.26M
|
-38,845
|
-6%
|
|
|
10
|
Relative Value Partners Group
|
$88.3M
|
-$309K
|
-1,656
|
-0.4%
|
|
|
11
|
Evoke Wealth
Los Angeles,
California
|
$84.3M
|
-$1.25M
|
-6,678
|
-1%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$77.1M
|
-$2.53M
|
-13,542
|
-3%
|
|
|
13
|
55I LLC
Boston,
Massachusetts
|
$75.2M
|
+$49.4M
|
+264,258
|
+154%
|
|
|
14
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$72.6M
|
+$3.09M
|
+16,545
|
+4%
|
|
|
15
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$64.3M
|
+$2.86M
|
+15,301
|
+4%
|
|
|
16
|
Oakworth Capital
Birmingham,
Alabama
|
$62.2M
|
+$1.13M
|
+6,042
|
+2%
|
|
|
17
|
|
$47.2M
|
+$51.1M
|
+273,351
|
+63,276%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$46.7M
|
-$7.12M
|
-38,128
|
-12%
|
|
|
19
|
CM Wealth Advisors
Beachwood,
Ohio
|
$44.3M
|
+$48M
|
+256,653
|
New
|
|
|
20
|
First Pacific Financial
Vancouver,
Washington
|
$37.4M
|
-$164K
|
-876
|
-0.4%
|
|
|
21
|
SignatureFD
Atlanta,
Georgia
|
$37M
|
-$799K
|
-4,274
|
-2%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$29.5M
|
+$1.59M
|
+8,498
|
+5%
|
|
|
23
|
Fidelity Investments
Boston,
Massachusetts
|
$29.2M
|
-$505K
|
-2,702
|
-2%
|
|
|
24
|
Mariner
Overland Park,
Kansas
|
$26.5M
|
-$1.24M
|
-6,615
|
-4%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$26.2M
|
+$569K
|
+3,047
|
+2%
|
|
