|
1
|
Bank of America
Charlotte,
North Carolina
|
$189M
|
+$5.94M
|
+235,381
|
+3%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$65.5M
|
+$11.4M
|
+452,434
|
+21%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$38.4M
|
+$1.3M
|
+51,350
|
+4%
|
|
|
4
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$30.4M
|
+$3.69M
|
+146,121
|
+14%
|
|
|
5
|
|
$28.1M
|
+$4.99M
|
+197,647
|
+22%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$12.8M
|
+$6.22M
|
+246,252
|
+97%
|
|
|
7
|
AssetMark Inc
Concord,
California
|
$12.2M
|
+$261K
|
+10,347
|
+2%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.9M
|
+$8.45M
|
+334,862
|
+256%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$6.57M
|
-$85K
|
-3,367
|
-1%
|
|
|
10
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$5.55M
|
+$159K
|
+6,310
|
+3%
|
|
|
11
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$4.89M
|
-$581K
|
-23,003
|
-11%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$3.57M
|
+$59.4K
|
+2,352
|
+2%
|
|
|
13
|
Brookstone Capital Management
Wheaton,
Illinois
|
$3.48M
|
+$3.45M
|
+136,767
|
New
|
|
|
14
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$3.37M
|
+$204K
|
+8,082
|
+7%
|
|
|
15
|
First Allied Advisory Services
San Diego,
California
|
$2.48M
|
+$868K
|
+34,403
|
+55%
|
|
|
16
|
Commerce Bank
Kansas City,
Missouri
|
$2.46M
|
-$37.9K
|
-1,500
|
-2%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.07M
|
+$1.62M
|
+64,121
|
+373%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.04M
|
-$24K
|
-949
|
-1%
|
|
|
19
|
|
$1.85M
|
–
|
–
|
–
|
|
|
20
|
Cardan Capital Partners
Denver,
Colorado
|
$1.82M
|
+$1.81M
|
+71,666
|
New
|
|
|
21
|
Tortoise Investment Management
White Plains,
New York
|
$1.78M
|
-$297K
|
-11,750
|
-14%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.73M
|
-$13.2K
|
-524
|
-0.8%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.6M
|
-$35K
|
-1,386
|
-2%
|
|
|
24
|
MSI Financial Services
Springfield,
Massachusetts
|
$1.6M
|
+$361K
|
+14,311
|
+30%
|
|
|
25
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$1.54M
|
+$189K
|
+7,500
|
+14%
|
|
