|
1
|
Bank of America
Charlotte,
North Carolina
|
$370M
|
+$40.1M
|
+1,537,594
|
+12%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$97.7M
|
+$7.07M
|
+271,250
|
+8%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$42.6M
|
+$3.79M
|
+145,400
|
+10%
|
|
|
4
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$36M
|
+$2.53M
|
+97,023
|
+8%
|
|
|
5
|
|
$25.5M
|
-$2.75M
|
-105,303
|
-10%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$11.3M
|
+$59.9K
|
+2,297
|
+0.5%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.3M
|
+$6.89M
|
+264,364
|
+216%
|
|
|
8
|
|
$9.31M
|
–
|
–
|
–
|
|
|
9
|
LPL Financial
San Diego,
California
|
$9.2M
|
-$6.27M
|
-240,475
|
-41%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.59M
|
+$4.34M
|
+166,377
|
+203%
|
|
|
11
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$6.2M
|
+$60.5K
|
+2,319
|
+1%
|
|
|
12
|
Cardan Capital Partners
Denver,
Colorado
|
$4.72M
|
+$124K
|
+4,745
|
+3%
|
|
|
13
|
Brookstone Capital Management
Wheaton,
Illinois
|
$4.28M
|
+$4.21M
|
+161,355
|
New
|
|
|
14
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$4.13M
|
+$405K
|
+15,542
|
+11%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$3.86M
|
+$19K
|
+727
|
+0.5%
|
|
|
16
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$3.83M
|
-$792K
|
-30,368
|
-17%
|
|
|
17
|
Ashford Capital Management
Wilmington,
Delaware
|
$2.49M
|
+$322K
|
+12,365
|
+15%
|
|
|
18
|
MSI Financial Services
Springfield,
Massachusetts
|
$2.46M
|
+$587K
|
+22,528
|
+32%
|
|
|
19
|
Commerce Bank
Kansas City,
Missouri
|
$2.4M
|
-$104K
|
-4,000
|
-4%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.35M
|
+$361K
|
+13,843
|
+19%
|
|
|
21
|
Newgate Capital Management
Greenwich,
Connecticut
|
$2.27M
|
-$295K
|
-11,316
|
-12%
|
|
|
22
|
First Allied Advisory Services
San Diego,
California
|
$2.25M
|
+$249K
|
+9,567
|
+13%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$2.11M
|
+$637K
|
+24,449
|
+42%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.86M
|
+$149K
|
+5,723
|
+9%
|
|
|
25
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$1.54M
|
+$361K
|
+13,834
|
+31%
|
|
