|
1
|
Bank of America
Charlotte,
North Carolina
|
$827M
|
+$45.8M
|
+1,706,888
|
+6%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$335M
|
+$15.8M
|
+590,708
|
+5%
|
|
|
3
|
Richard Bernstein Advisors
New York
|
$196M
|
+$10.4M
|
+387,557
|
+6%
|
|
|
4
|
Mackay Shields LLC
New York
|
$146M
|
+$148M
|
+5,500,000
|
New
|
|
|
5
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$58.9M
|
-$1.16M
|
-43,156
|
-2%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$42.8M
|
+$3.29M
|
+122,765
|
+8%
|
|
|
7
|
|
$35.3M
|
+$6.53M
|
+243,584
|
+23%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$21.6M
|
+$1.21M
|
+45,288
|
+6%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$19.3M
|
+$2.32M
|
+86,368
|
+13%
|
|
|
10
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$19.3M
|
+$4.82M
|
+179,716
|
+33%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$16.8M
|
-$26.2K
|
-975
|
-0.2%
|
|
|
12
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$16.1M
|
+$127K
|
+4,717
|
+0.8%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$15.1M
|
-$1.63M
|
-60,600
|
-10%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$14M
|
+$1.55M
|
+57,671
|
+12%
|
|
|
15
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$8.56M
|
+$152K
|
+5,650
|
+2%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$6.62M
|
-$459K
|
-17,115
|
-6%
|
|
|
17
|
AssetMark Inc
Concord,
California
|
$5.26M
|
+$47.3K
|
+1,762
|
+0.9%
|
|
|
18
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$4.84M
|
-$1.34M
|
-50,024
|
-22%
|
|
|
19
|
PFS Investments
Duluth,
Georgia
|
$3.32M
|
+$3.34M
|
+124,644
|
New
|
|
|
20
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$3.29M
|
+$322K
|
+12,008
|
+11%
|
|
|
21
|
Cardan Capital Partners
Denver,
Colorado
|
$3.28M
|
-$714K
|
-26,615
|
-18%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.28M
|
+$102K
|
+3,794
|
+3%
|
|
|
23
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$3.17M
|
+$205K
|
+7,657
|
+7%
|
|
|
24
|
Axiom Financial Strategies
New Albany,
Indiana
|
$3.13M
|
+$105K
|
+3,931
|
+3%
|
|
|
25
|
Rockefeller Capital Management
New York
|
$3.11M
|
-$334K
|
-12,458
|
-10%
|
|
