|
1
|
Bank of America
Charlotte,
North Carolina
|
$500M
|
+$21.2M
|
+799,028
|
+4%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$254M
|
+$14.5M
|
+547,272
|
+6%
|
|
|
3
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$59M
|
-$1.81M
|
-68,545
|
-3%
|
|
|
4
|
|
$46.9M
|
+$4.17M
|
+157,501
|
+10%
|
|
|
5
|
Mackay Shields LLC
New York
|
$45.1M
|
-$4.48M
|
-169,337
|
-9%
|
|
|
6
|
|
$31.7M
|
+$725K
|
+27,380
|
+2%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$28.2M
|
+$4.37M
|
+165,126
|
+18%
|
|
|
8
|
Insight Wealth Strategies
San Ramon,
California
|
$24.8M
|
+$1.97M
|
+74,499
|
+9%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$13.1M
|
+$921K
|
+34,794
|
+8%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$13.1M
|
+$376K
|
+14,190
|
+3%
|
|
|
11
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$12.9M
|
+$1.17M
|
+44,003
|
+10%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.1M
|
-$283K
|
-10,700
|
-2%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$12.1M
|
+$1.17M
|
+44,024
|
+11%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$10.9M
|
+$79.4K
|
+2,999
|
+0.7%
|
|
|
15
|
NewDay Solutions
Hampton,
New Hampshire
|
$10.2M
|
+$442K
|
+16,685
|
+5%
|
|
|
16
|
Private Wealth Group
Tampa,
Florida
|
$10.2M
|
-$64.1K
|
-2,421
|
-0.6%
|
|
|
17
|
Advisor Group
Phoenix,
Arizona
|
$9.23M
|
+$1.9M
|
+71,774
|
+26%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$5.11M
|
+$413K
|
+15,607
|
+9%
|
|
|
19
|
Richard Bernstein Advisors
New York
|
$4.96M
|
+$728K
|
+27,508
|
+17%
|
|
|
20
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$4.93M
|
+$91.5K
|
+3,457
|
+2%
|
|
|
21
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$4.32M
|
+$63.5K
|
+2,397
|
+1%
|
|
|
22
|
Cardan Capital Partners
Denver,
Colorado
|
$4.01M
|
+$64.8K
|
+2,447
|
+2%
|
|
|
23
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$3.35M
|
+$36.6K
|
+1,384
|
+1%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.76M
|
+$545K
|
+20,600
|
+25%
|
|
|
25
|
|
$2.6M
|
-$899K
|
-33,952
|
-26%
|
|
