|
1
|
Bank of America
Charlotte,
North Carolina
|
$319M
|
+$127M
|
+4,975,654
|
+67%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$87.8M
|
+$21.5M
|
+838,983
|
+33%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$37.6M
|
-$1.2M
|
-46,935
|
-3%
|
|
|
4
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$32.4M
|
+$1.68M
|
+65,606
|
+5%
|
|
|
5
|
|
$27.4M
|
-$1.02M
|
-39,761
|
-4%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$15.2M
|
+$2.23M
|
+87,196
|
+17%
|
|
|
7
|
AssetMark Inc
Concord,
California
|
$10.9M
|
-$1.36M
|
-52,961
|
-11%
|
|
|
8
|
|
$9.03M
|
–
|
–
|
–
|
|
|
9
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$5.95M
|
+$343K
|
+13,386
|
+6%
|
|
|
10
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$4.5M
|
-$440K
|
-17,161
|
-9%
|
|
|
11
|
Cardan Capital Partners
Denver,
Colorado
|
$4.46M
|
+$2.6M
|
+101,547
|
+142%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$3.73M
|
+$119K
|
+4,654
|
+3%
|
|
|
13
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$3.6M
|
+$201K
|
+7,861
|
+6%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.15M
|
-$8.8M
|
-343,461
|
-74%
|
|
|
15
|
Newgate Capital Management
Greenwich,
Connecticut
|
$2.49M
|
+$2.48M
|
+96,908
|
New
|
|
|
16
|
Commerce Bank
Kansas City,
Missouri
|
$2.43M
|
-$57.6K
|
-2,250
|
-2%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.11M
|
+$19.5K
|
+761
|
+0.9%
|
|
|
18
|
Ashford Capital Management
Wilmington,
Delaware
|
$2.1M
|
+$1.14M
|
+44,527
|
+121%
|
|
|
19
|
First Allied Advisory Services
San Diego,
California
|
$1.94M
|
-$564K
|
-22,034
|
-23%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.92M
|
-$141K
|
-5,498
|
-7%
|
|
|
21
|
MSI Financial Services
Springfield,
Massachusetts
|
$1.8M
|
+$190K
|
+7,411
|
+12%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.66M
|
+$46.1K
|
+1,801
|
+3%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.54M
|
-$213K
|
-8,299
|
-12%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$1.49M
|
-$5.12M
|
-199,921
|
-77%
|
|
|
25
|
Asset Management Group
Stamford,
Connecticut
|
$1.48M
|
+$13K
|
+506
|
+0.9%
|
|
