|
1
|
Bank of America
Charlotte,
North Carolina
|
$500M
|
+$30.4M
|
+1,294,646
|
+6%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$68.4M
|
-$8.8M
|
-374,979
|
-11%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$50.4M
|
-$583K
|
-24,846
|
-1%
|
|
|
4
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$39.2M
|
+$458K
|
+19,487
|
+1%
|
|
|
5
|
|
$33.3M
|
-$5.38M
|
-229,272
|
-13%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$20.3M
|
-$1.02M
|
-43,617
|
-5%
|
|
|
7
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$19.2M
|
+$6.18M
|
+263,313
|
+44%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$16.4M
|
+$1.31M
|
+55,841
|
+8%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$16M
|
-$3.7M
|
-157,739
|
-18%
|
|
|
10
|
1900 Wealth Management
San Antonio,
Texas
|
$15.5M
|
-$1.57M
|
-66,921
|
-9%
|
|
|
11
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$14.6M
|
-$189K
|
-8,069
|
-1%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$11.6M
|
-$537K
|
-22,871
|
-4%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$10.3M
|
+$514K
|
+21,901
|
+5%
|
|
|
14
|
Mercer Global Advisors
Denver,
Colorado
|
$8.5M
|
-$333K
|
-14,201
|
-4%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$7.9M
|
-$62.9K
|
-2,680
|
-0.7%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.33M
|
-$1.86M
|
-79,329
|
-19%
|
|
|
17
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$7.19M
|
+$5.05M
|
+214,972
|
+206%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.38M
|
-$291K
|
-12,381
|
-4%
|
|
|
19
|
MML Investors Services
Springfield,
Massachusetts
|
$6.38M
|
+$1.04M
|
+44,298
|
+18%
|
|
|
20
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$5.28M
|
+$1.83M
|
+78,124
|
+49%
|
|
|
21
|
Tortoise Investment Management
White Plains,
New York
|
$4.94M
|
-$224K
|
-9,562
|
-4%
|
|
|
22
|
Axiom Financial Strategies
New Albany,
Indiana
|
$4.49M
|
+$3.16M
|
+134,595
|
+196%
|
|
|
23
|
Avantax Advisory Services
Dallas,
Texas
|
$4.39M
|
-$712K
|
-30,344
|
-13%
|
|
|
24
|
|
$4.22M
|
+$4.49M
|
+191,035
|
New
|
|
|
25
|
Rockefeller Capital Management
New York
|
$4.17M
|
-$368K
|
-15,690
|
-8%
|
|
