|
1
|
Bank of America
Charlotte,
North Carolina
|
$501M
|
-$73.9M
|
-3,111,289
|
-13%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$81.4M
|
-$16.7M
|
-702,508
|
-17%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$54.1M
|
-$2.68M
|
-112,919
|
-5%
|
|
|
4
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$41.1M
|
-$2.01M
|
-84,676
|
-5%
|
|
|
5
|
|
$40.8M
|
-$1.55M
|
-65,117
|
-4%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$22.6M
|
-$1.99M
|
-83,921
|
-8%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$20.7M
|
-$6.18M
|
-260,251
|
-23%
|
|
|
8
|
1900 Wealth Management
San Antonio,
Texas
|
$18M
|
+$543K
|
+22,868
|
+3%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$16.1M
|
+$3.51M
|
+147,873
|
+27%
|
|
|
10
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$15.7M
|
-$2.03M
|
-85,488
|
-11%
|
|
|
11
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$14.2M
|
+$6.84M
|
+288,170
|
+91%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$12.9M
|
-$198K
|
-8,334
|
-1%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$10.4M
|
-$8.2M
|
-345,286
|
-44%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.64M
|
-$11.9M
|
-499,597
|
-55%
|
|
|
15
|
Mercer Global Advisors
Denver,
Colorado
|
$9.35M
|
+$5.02M
|
+211,540
|
+113%
|
|
|
16
|
AssetMark Inc
Concord,
California
|
$8.45M
|
-$64.9K
|
-2,733
|
-0.8%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.06M
|
+$4.36M
|
+183,556
|
+156%
|
|
|
18
|
Renaissance Technologies
New York
|
$6M
|
+$3.77M
|
+158,893
|
+163%
|
|
|
19
|
MML Investors Services
Springfield,
Massachusetts
|
$5.73M
|
+$4.22M
|
+177,871
|
+267%
|
|
|
20
|
NewEdge Advisors
New Orleans,
Louisiana
|
$5.67M
|
-$3.85M
|
-162,072
|
-40%
|
|
|
21
|
Tortoise Investment Management
White Plains,
New York
|
$5.47M
|
+$1.14M
|
+48,070
|
+26%
|
|
|
22
|
Avantax Advisory Services
Dallas,
Texas
|
$5.37M
|
+$5.45M
|
+229,256
|
New
|
|
|
23
|
Rockefeller Capital Management
New York
|
$4.8M
|
-$1.08M
|
-45,577
|
-18%
|
|
|
24
|
EP Wealth Advisors
Torrance,
California
|
$4.24M
|
+$3.39M
|
+142,711
|
+376%
|
|
|
25
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$3.99M
|
+$921K
|
+38,781
|
+30%
|
|
