|
1
|
Bank of America
Charlotte,
North Carolina
|
$615M
|
-$225M
|
-8,387,882
|
-27%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$103M
|
-$235M
|
-8,770,113
|
-70%
|
|
|
3
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$59.6M
|
-$425K
|
-15,886
|
-0.7%
|
|
|
4
|
|
$42.6M
|
+$6.61M
|
+246,978
|
+19%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$31.6M
|
-$11.8M
|
-441,566
|
-27%
|
|
|
6
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$21.3M
|
+$1.68M
|
+62,711
|
+9%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$20.9M
|
+$1.19M
|
+44,643
|
+6%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$18.7M
|
+$1.58M
|
+59,100
|
+9%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$18.2M
|
-$3.72M
|
-139,009
|
-17%
|
|
|
10
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$16.7M
|
+$322K
|
+12,044
|
+2%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$15.8M
|
+$377K
|
+14,080
|
+2%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$14.1M
|
-$106K
|
-3,975
|
-0.8%
|
|
|
13
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$9.18M
|
+$471K
|
+17,584
|
+5%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$7.62M
|
+$876K
|
+32,720
|
+13%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$5.72M
|
+$364K
|
+13,614
|
+7%
|
|
|
16
|
Proquility Private Wealth Partners
Las Vegas,
Nevada
|
$5.69M
|
+$5.61M
|
+209,779
|
New
|
|
|
17
|
1900 Wealth Management
San Antonio,
Texas
|
$5.57M
|
+$5.5M
|
+205,583
|
New
|
|
|
18
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$5.04M
|
+$1.67M
|
+62,519
|
+51%
|
|
|
19
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$4.41M
|
+$4.36M
|
+162,771
|
New
|
|
|
20
|
PFS Investments
Duluth,
Georgia
|
$4.27M
|
+$899K
|
+33,597
|
+27%
|
|
|
21
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$3.62M
|
-$1.29M
|
-48,277
|
-27%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.36M
|
+$27.8K
|
+1,038
|
+0.8%
|
|
|
23
|
Rockefeller Capital Management
New York
|
$3.35M
|
+$181K
|
+6,753
|
+6%
|
|
|
24
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$3.24M
|
+$13.8K
|
+514
|
+0.4%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.14M
|
+$427K
|
+15,938
|
+16%
|
|
