|
1
|
Bank of America
Charlotte,
North Carolina
|
$471M
|
+$11.9M
|
+461,161
|
+3%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$236M
|
+$12.4M
|
+479,731
|
+6%
|
|
|
3
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$59.9M
|
-$1.58M
|
-60,938
|
-3%
|
|
|
4
|
Mackay Shields LLC
New York
|
$48.9M
|
+$48.4M
|
+1,870,000
|
New
|
|
|
5
|
|
$42.1M
|
+$8.1M
|
+312,924
|
+24%
|
|
|
6
|
|
$30.5M
|
+$3.23M
|
+124,810
|
+12%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$23.4M
|
+$3.65M
|
+140,834
|
+19%
|
|
|
8
|
Insight Wealth Strategies
San Ramon,
California
|
$22.4M
|
+$3M
|
+115,783
|
+16%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$12.5M
|
+$698K
|
+26,966
|
+6%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.2M
|
-$346K
|
-13,351
|
-3%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$12M
|
+$1.17M
|
+45,352
|
+11%
|
|
|
12
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$11.5M
|
+$2.31M
|
+89,202
|
+25%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$10.8M
|
-$282K
|
-10,876
|
-3%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$10.6M
|
-$360K
|
-13,917
|
-3%
|
|
|
15
|
Private Wealth Group
Tampa,
Florida
|
$10.1M
|
-$231K
|
-8,913
|
-2%
|
|
|
16
|
NewDay Solutions
Hampton,
New Hampshire
|
$9.62M
|
+$9.54M
|
+368,224
|
New
|
|
|
17
|
Advisor Group
Phoenix,
Arizona
|
$7.21M
|
+$1.56M
|
+60,264
|
+28%
|
|
|
18
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$4.76M
|
-$327K
|
-12,634
|
-6%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$4.63M
|
+$315K
|
+12,160
|
+7%
|
|
|
20
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$4.19M
|
+$73.9K
|
+2,852
|
+2%
|
|
|
21
|
Richard Bernstein Advisors
New York
|
$4.17M
|
+$1.99M
|
+76,669
|
+93%
|
|
|
22
|
Cardan Capital Partners
Denver,
Colorado
|
$3.88M
|
-$218K
|
-8,416
|
-5%
|
|
|
23
|
|
$3.44M
|
+$1.39M
|
+53,785
|
+69%
|
|
|
24
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$3.26M
|
-$180K
|
-6,937
|
-5%
|
|
|
25
|
First Allied Advisory Services
San Diego,
California
|
$2.48M
|
-$5.49K
|
-212
|
-0.2%
|
|
