|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.1B
|
+$12.5M
|
+64,390
|
+1%
|
|
|
2
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$423M
|
+$12.9M
|
+66,297
|
+3%
|
|
|
3
|
Jones Financial Companies
Des Peres,
Missouri
|
$415M
|
-$13.2M
|
-67,836
|
-3%
|
|
|
4
|
|
$354M
|
-$81.8M
|
-420,972
|
-20%
|
|
|
5
|
Cresset Asset Management
Chicago,
Illinois
|
$255M
|
+$114M
|
+588,450
|
+91%
|
|
|
6
|
|
$218M
|
+$5.95M
|
+30,623
|
+3%
|
|
|
7
|
IEQ Capital
Foster City,
California
|
$194M
|
-$556K
|
-2,863
|
-0.3%
|
|
|
8
|
|
$187M
|
-$1.34M
|
-6,907
|
-0.8%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$132M
|
+$1.35M
|
+6,958
|
+1%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$101M
|
+$5.11M
|
+26,306
|
+6%
|
|
|
11
|
Evoke Wealth
Los Angeles,
California
|
$97.3M
|
+$1.31M
|
+6,720
|
+1%
|
|
|
12
|
|
$91.6M
|
-$12.1M
|
-62,381
|
-12%
|
|
|
13
|
Relative Value Partners Group
|
$85.1M
|
-$1.29M
|
-6,625
|
-2%
|
|
|
14
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$80.5M
|
-$767K
|
-3,947
|
-1%
|
|
|
15
|
CM Wealth Advisors
Beachwood,
Ohio
|
$63.9M
|
+$58.1M
|
+298,909
|
New
|
|
|
16
|
LPL Financial
San Diego,
California
|
$59.2M
|
+$8.73M
|
+44,913
|
+19%
|
|
|
17
|
Oakworth Capital
Birmingham,
Alabama
|
$53.3M
|
-$6.6M
|
-33,964
|
-12%
|
|
|
18
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$45.9M
|
+$20.3M
|
+104,227
|
+89%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$44M
|
+$9.17M
|
+47,167
|
+29%
|
|
|
20
|
AGF Management
Toronto,
Ontario, Canada
|
$40.3M
|
-$471K
|
-2,425
|
-1%
|
|
|
21
|
SignatureFD
Atlanta,
Georgia
|
$38.7M
|
-$594K
|
-3,056
|
-2%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$36.9M
|
+$3.42M
|
+17,603
|
+11%
|
|
|
23
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$34.6M
|
-$339K
|
-1,745
|
-1%
|
|
|
24
|
Fidelity Investments
Boston,
Massachusetts
|
$34.3M
|
+$99.5K
|
+512
|
+0.3%
|
|
|
25
|
Mariner
Overland Park,
Kansas
|
$29.7M
|
-$1.41M
|
-7,267
|
-5%
|
|
