|
1
|
Bank of America
Charlotte,
North Carolina
|
$556M
|
+$35.5M
|
+1,569,084
|
+7%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$67.2M
|
-$3.82M
|
-168,484
|
-5%
|
|
|
3
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$48M
|
+$27.8M
|
+1,226,017
|
+141%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$45M
|
-$7.33M
|
-323,529
|
-14%
|
|
|
5
|
|
$40.6M
|
+$5.86M
|
+258,614
|
+17%
|
|
|
6
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$34.4M
|
-$6.2M
|
-273,786
|
-15%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$31.9M
|
+$14.6M
|
+646,793
|
+87%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$26.8M
|
+$16M
|
+705,674
|
+152%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$20.7M
|
-$475K
|
-20,978
|
-2%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$15.4M
|
-$1.24M
|
-54,656
|
-8%
|
|
|
11
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$14.8M
|
-$377K
|
-16,649
|
-3%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$11.2M
|
-$860K
|
-37,965
|
-7%
|
|
|
13
|
1900 Wealth Management
San Antonio,
Texas
|
$10.7M
|
-$5.34M
|
-235,735
|
-34%
|
|
|
14
|
Goodman Advisory Group
Needham,
Massachusetts
|
$10M
|
+$6.9M
|
+304,590
|
+229%
|
|
|
15
|
EP Wealth Advisors
Torrance,
California
|
$9.14M
|
+$7.26M
|
+320,460
|
+411%
|
|
|
16
|
Confluence Investment Management
St. Louis,
Missouri
|
$8.62M
|
+$8.51M
|
+375,894
|
New
|
|
|
17
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$8.55M
|
+$7.3M
|
+322,451
|
+640%
|
|
|
18
|
Allworth Financial
Folsom,
California
|
$8.47M
|
+$4.34M
|
+191,458
|
+108%
|
|
|
19
|
MML Investors Services
Springfield,
Massachusetts
|
$7.87M
|
+$1.23M
|
+54,444
|
+19%
|
|
|
20
|
AssetMark Inc
Concord,
California
|
$6.83M
|
-$1.37M
|
-60,336
|
-17%
|
|
|
21
|
Mercer Global Advisors
Denver,
Colorado
|
$6.79M
|
-$2.02M
|
-88,973
|
-23%
|
|
|
22
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$6.62M
|
-$946K
|
-41,763
|
-13%
|
|
|
23
|
Flow Traders U.S.
New York
|
$5.76M
|
+$4.1M
|
+180,882
|
+258%
|
|
|
24
|
Old Mission Capital
Chicago,
Illinois
|
$5.49M
|
+$4.32M
|
+190,649
|
+390%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.27M
|
-$2.31M
|
-102,113
|
-31%
|
|
