|
1
|
Bank of America
Charlotte,
North Carolina
|
$416M
|
+$53.9M
|
+2,052,673
|
+15%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$113M
|
+$17.2M
|
+653,411
|
+18%
|
|
|
3
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$39M
|
+$3.71M
|
+141,369
|
+10%
|
|
|
4
|
|
$23.9M
|
-$1.08M
|
-41,048
|
-4%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$13.3M
|
-$28.7M
|
-1,094,641
|
-68%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$11.5M
|
+$334K
|
+12,708
|
+3%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$10.2M
|
+$1.19M
|
+45,347
|
+13%
|
|
|
8
|
|
$9.53M
|
–
|
–
|
–
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$5.58M
|
+$3.52M
|
+134,094
|
+163%
|
|
|
10
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$5.27M
|
-$814K
|
-31,011
|
-13%
|
|
|
11
|
Cardan Capital Partners
Denver,
Colorado
|
$5.04M
|
+$412K
|
+15,693
|
+9%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.23M
|
+$1.94M
|
+74,049
|
+84%
|
|
|
13
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$4.1M
|
+$48.4K
|
+1,842
|
+1%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$3.83M
|
+$36.4K
|
+1,387
|
+1%
|
|
|
15
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$3.55M
|
-$216K
|
-8,220
|
-6%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.3M
|
-$6.83M
|
-260,058
|
-67%
|
|
|
17
|
Ashford Capital Management
Wilmington,
Delaware
|
$2.53M
|
+$89K
|
+3,389
|
+4%
|
|
|
18
|
MSI Financial Services
Springfield,
Massachusetts
|
$2.37M
|
-$39.4K
|
-1,502
|
-2%
|
|
|
19
|
Commerce Bank
Kansas City,
Missouri
|
$2.3M
|
-$52.5K
|
-2,000
|
-2%
|
|
|
20
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.28M
|
+$2.3M
|
+87,421
|
New
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.16M
|
+$340K
|
+12,941
|
+18%
|
|
|
22
|
|
$2.13M
|
+$2.15M
|
+81,918
|
New
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.06M
|
-$4.45M
|
-169,553
|
-68%
|
|
|
24
|
Advisor Group
Phoenix,
Arizona
|
$1.78M
|
+$274K
|
+10,451
|
+18%
|
|
|
25
|
First Allied Advisory Services
San Diego,
California
|
$1.68M
|
-$540K
|
-20,572
|
-24%
|
|
