|
1
|
Bank of America
Charlotte,
North Carolina
|
$499M
|
+$231K
|
+8,749
|
+0%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$269M
|
+$15.8M
|
+595,378
|
+6%
|
|
|
3
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$59.8M
|
+$961K
|
+36,307
|
+2%
|
|
|
4
|
Mackay Shields LLC
New York
|
$45M
|
–
|
–
|
–
|
|
|
5
|
|
$32.2M
|
+$590K
|
+22,304
|
+2%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$31.5M
|
+$3.45M
|
+130,379
|
+12%
|
|
|
7
|
Insight Wealth Strategies
San Ramon,
California
|
$24.9M
|
+$246K
|
+9,309
|
+1%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$14.2M
|
+$1.15M
|
+43,436
|
+9%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.4M
|
+$1.32M
|
+49,830
|
+11%
|
|
|
10
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$13.2M
|
+$346K
|
+13,064
|
+3%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$12.7M
|
-$273K
|
-10,314
|
-2%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$11.6M
|
-$535K
|
-20,202
|
-4%
|
|
|
13
|
AssetMark Inc
Concord,
California
|
$10.5M
|
-$351K
|
-13,262
|
-3%
|
|
|
14
|
Advisor Group
Phoenix,
Arizona
|
$10.3M
|
+$1.1M
|
+41,686
|
+12%
|
|
|
15
|
NewDay Solutions
Hampton,
New Hampshire
|
$7.11M
|
-$3.07M
|
-116,082
|
-30%
|
|
|
16
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$5.64M
|
+$726K
|
+27,423
|
+15%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$5.14M
|
+$46.4K
|
+1,754
|
+0.9%
|
|
|
18
|
Richard Bernstein Advisors
New York
|
$4.96M
|
–
|
–
|
–
|
|
|
19
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$4.55M
|
+$3.89M
|
+146,951
|
+587%
|
|
|
20
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$4.46M
|
+$158K
|
+5,974
|
+4%
|
|
|
21
|
Cardan Capital Partners
Denver,
Colorado
|
$4.16M
|
+$167K
|
+6,297
|
+4%
|
|
|
22
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$3.37M
|
+$27.8K
|
+1,050
|
+0.8%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.17M
|
+$425K
|
+16,072
|
+15%
|
|
|
24
|
|
$3.07M
|
+$2.07M
|
+78,149
|
+207%
|
|
|
25
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$3.04M
|
+$3.04M
|
+114,879
|
New
|
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