|
1
|
Bank of America
Charlotte,
North Carolina
|
$763M
|
+$28.8M
|
+1,068,162
|
+4%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$113M
|
+$2.14M
|
+79,517
|
+2%
|
|
|
3
|
|
$52.5M
|
+$6.22M
|
+230,789
|
+14%
|
|
|
4
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$49.4M
|
-$57.4K
|
-2,130
|
-0.1%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$47.6M
|
+$4.46M
|
+165,372
|
+10%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$27.4M
|
+$746K
|
+27,681
|
+3%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$26.9M
|
+$986K
|
+36,566
|
+4%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$25.9M
|
+$3.46M
|
+128,234
|
+16%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$20.6M
|
+$81.5K
|
+3,024
|
+0.4%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$19.6M
|
+$1.25M
|
+46,343
|
+7%
|
|
|
11
|
Karpus Investment Management
Pittsford,
New York
|
$16M
|
+$1.16M
|
+43,100
|
+8%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$14.8M
|
+$1.05M
|
+38,906
|
+8%
|
|
|
13
|
1900 Wealth Management
San Antonio,
Texas
|
$13.7M
|
+$9.06M
|
+336,203
|
+200%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$13.6M
|
+$974K
|
+36,135
|
+8%
|
|
|
15
|
NewEdge Advisors
New Orleans,
Louisiana
|
$11.4M
|
+$11.3M
|
+420,820
|
New
|
|
|
16
|
Rockefeller Capital Management
New York
|
$7.85M
|
+$24.1K
|
+894
|
+0.3%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.22M
|
+$428K
|
+15,862
|
+7%
|
|
|
18
|
Goodman Advisory Group
Needham,
Massachusetts
|
$5.53M
|
+$5.5M
|
+204,054
|
New
|
|
|
19
|
AssetMark Inc
Concord,
California
|
$5.07M
|
-$99.7K
|
-3,697
|
-2%
|
|
|
20
|
PFS Investments
Duluth,
Georgia
|
$4.89M
|
+$283K
|
+10,496
|
+6%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.82M
|
+$9.19K
|
+341
|
+0.2%
|
|
|
22
|
Fifth Third Securities
Cincinnati,
Ohio
|
$4.11M
|
+$2.14M
|
+79,500
|
+110%
|
|
|
23
|
Advisory Alpha
Holland,
Michigan
|
$3.94M
|
+$333K
|
+12,337
|
+9%
|
|
|
24
|
SteelPeak Wealth
Woodland Hills,
California
|
$3.92M
|
+$829K
|
+30,750
|
+27%
|
|
|
25
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$3.76M
|
-$83.5K
|
-3,099
|
-2%
|
|
