|
1
|
Bank of America
Charlotte,
North Carolina
|
$780M
|
+$218M
|
+8,363,757
|
+40%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$318M
|
+$40.5M
|
+1,555,821
|
+15%
|
|
|
3
|
Richard Bernstein Advisors
New York
|
$185M
|
+$176M
|
+6,765,649
|
+3,231%
|
|
|
4
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$59.9M
|
+$2.51M
|
+96,463
|
+4%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$39.4M
|
+$4.11M
|
+157,647
|
+12%
|
|
|
6
|
|
$28.7M
|
+$469K
|
+18,011
|
+2%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20.3M
|
+$4.96M
|
+190,274
|
+33%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$17M
|
+$1.23M
|
+47,109
|
+8%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$16.8M
|
+$2.95M
|
+113,198
|
+22%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$16.7M
|
+$1.71M
|
+65,616
|
+12%
|
|
|
11
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$15.9M
|
+$2.49M
|
+95,728
|
+19%
|
|
|
12
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$14.5M
|
+$2.25M
|
+86,430
|
+19%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$12.4M
|
+$134K
|
+5,149
|
+1%
|
|
|
14
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$8.38M
|
+$1.22M
|
+46,946
|
+17%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$7.06M
|
-$4.48K
|
-172
|
-0.1%
|
|
|
16
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$6.16M
|
+$992K
|
+38,058
|
+20%
|
|
|
17
|
AssetMark Inc
Concord,
California
|
$5.2M
|
+$948K
|
+36,392
|
+23%
|
|
|
18
|
Cardan Capital Partners
Denver,
Colorado
|
$3.98M
|
-$21.2K
|
-815
|
-0.5%
|
|
|
19
|
Renaissance Technologies
New York
|
$3.91M
|
+$3.84M
|
+147,300
|
New
|
|
|
20
|
Rockefeller Capital Management
New York
|
$3.43M
|
+$167K
|
+6,404
|
+5%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.17M
|
+$140K
|
+5,378
|
+5%
|
|
|
22
|
Axiom Financial Strategies
New Albany,
Indiana
|
$3.02M
|
+$1.01M
|
+38,579
|
+51%
|
|
|
23
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$2.96M
|
-$144K
|
-5,521
|
-5%
|
|
|
24
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.95M
|
+$137K
|
+5,246
|
+5%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.95M
|
-$6.33M
|
-242,922
|
-69%
|
|
