|
1
|
Bank of America
Charlotte,
North Carolina
|
$610M
|
-$95.4M
|
-3,669,266
|
-13%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$104M
|
-$101K
|
-3,898
|
-0.1%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$60.4M
|
+$17.3M
|
+664,860
|
+38%
|
|
|
4
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$45.9M
|
+$489K
|
+18,811
|
+1%
|
|
|
5
|
|
$45M
|
-$3.48M
|
-133,710
|
-7%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$28.5M
|
+$4.88M
|
+187,641
|
+20%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$26.1M
|
+$1.46M
|
+56,021
|
+6%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$22.7M
|
-$2.62M
|
-100,851
|
-10%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$19.6M
|
+$1.62M
|
+62,136
|
+9%
|
|
|
10
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$18.8M
|
-$108K
|
-4,167
|
-0.5%
|
|
|
11
|
1900 Wealth Management
San Antonio,
Texas
|
$18.6M
|
+$6.3M
|
+242,344
|
+48%
|
|
|
12
|
Karpus Investment Management
Pittsford,
New York
|
$15.2M
|
+$516K
|
+19,854
|
+3%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$13.9M
|
+$1.45M
|
+55,597
|
+11%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$13.5M
|
-$189K
|
-7,274
|
-1%
|
|
|
15
|
NewEdge Advisors
New Orleans,
Louisiana
|
$10.1M
|
-$438K
|
-16,859
|
-4%
|
|
|
16
|
AssetMark Inc
Concord,
California
|
$9.06M
|
+$4.58M
|
+176,148
|
+94%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7.89M
|
+$5.89M
|
+226,402
|
+252%
|
|
|
18
|
Comerica Securities
Detroit,
Michigan
|
$7.5M
|
+$7.83M
|
+300,970
|
New
|
|
|
19
|
Rockefeller Capital Management
New York
|
$6.24M
|
-$1.02M
|
-39,084
|
-14%
|
|
|
20
|
|
$5.59M
|
+$5.83M
|
+224,376
|
New
|
|
|
21
|
Aveo Capital Partners
Englewood,
Colorado
|
$4.94M
|
+$2M
|
+76,951
|
+64%
|
|
|
22
|
Mercer Global Advisors
Denver,
Colorado
|
$4.67M
|
+$1.4M
|
+53,857
|
+40%
|
|
|
23
|
Tortoise Investment Management
White Plains,
New York
|
$4.62M
|
+$2.5M
|
+95,971
|
+108%
|
|
|
24
|
PFS Investments
Duluth,
Georgia
|
$4.35M
|
-$159K
|
-6,127
|
-3%
|
|
|
25
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$4.17M
|
+$4.35M
|
+167,211
|
New
|
|
