|
1
|
Bank of America
Charlotte,
North Carolina
|
$451M
|
+$27.8M
|
+1,104,410
|
+7%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$219M
|
+$15.4M
|
+610,320
|
+8%
|
|
|
3
|
PFS Investments
Duluth,
Georgia
|
$77.8M
|
+$48.3M
|
+1,918,132
|
+15,250%
|
|
|
4
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$60.4M
|
+$3.35M
|
+133,168
|
+6%
|
|
|
5
|
|
$33.3M
|
+$1.44M
|
+57,079
|
+5%
|
|
|
6
|
|
$26.8M
|
+$4.16M
|
+165,174
|
+19%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.4M
|
-$3.33M
|
-132,272
|
-15%
|
|
|
8
|
Insight Wealth Strategies
San Ramon,
California
|
$19.1M
|
+$18.7M
|
+743,156
|
New
|
|
|
9
|
Belpointe Asset Management
Reno,
Nevada
|
$12.8M
|
+$6.37M
|
+252,966
|
+454%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.4M
|
-$8.82M
|
-350,145
|
-42%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$11.6M
|
+$341K
|
+13,537
|
+3%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$10.9M
|
-$355K
|
-14,097
|
-3%
|
|
|
13
|
AssetMark Inc
Concord,
California
|
$10.8M
|
-$3.43M
|
-136,167
|
-24%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$10.5M
|
-$1.28M
|
-50,649
|
-11%
|
|
|
15
|
Private Wealth Group
Tampa,
Florida
|
$10.1M
|
+$9.93M
|
+394,165
|
New
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$9.04M
|
+$688K
|
+27,331
|
+8%
|
|
|
17
|
Advisor Group
Phoenix,
Arizona
|
$5.54M
|
+$1.1M
|
+43,487
|
+25%
|
|
|
18
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$5M
|
+$124K
|
+4,907
|
+3%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$4.22M
|
+$333K
|
+13,237
|
+9%
|
|
|
20
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$4.04M
|
+$3.97M
|
+157,515
|
New
|
|
|
21
|
Cardan Capital Partners
Denver,
Colorado
|
$4.03M
|
-$241K
|
-9,581
|
-6%
|
|
|
22
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$3.38M
|
+$1.13M
|
+45,030
|
+52%
|
|
|
23
|
First Allied Advisory Services
San Diego,
California
|
$2.44M
|
-$624K
|
-24,757
|
-21%
|
|
|
24
|
Commerce Bank
Kansas City,
Missouri
|
$2.2M
|
–
|
–
|
–
|
|
|
25
|
Richard Bernstein Advisors
New York
|
$2.13M
|
+$383K
|
+15,193
|
+22%
|
|
