|
1
|
Bank of America
Charlotte,
North Carolina
|
$728M
|
+$153M
|
+6,524,601
|
+27%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$70.2M
|
+$821K
|
+34,890
|
+1%
|
|
|
3
|
|
$50.5M
|
+$8.56M
|
+363,972
|
+21%
|
|
|
4
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$37.9M
|
+$2.37M
|
+100,688
|
+7%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$32.5M
|
-$13.8M
|
-586,924
|
-30%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$31.6M
|
-$1.34M
|
-57,076
|
-4%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$24.2M
|
+$2.84M
|
+120,852
|
+13%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$18.8M
|
-$8.78M
|
-373,048
|
-32%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$15.8M
|
-$98.6K
|
-4,192
|
-0.6%
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$13.9M
|
-$35.5M
|
-1,508,208
|
-72%
|
|
|
11
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$13.7M
|
-$1.55M
|
-65,706
|
-10%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$13.1M
|
+$1.54M
|
+65,314
|
+13%
|
|
|
13
|
Ackerman Capital Advisors
Dallas,
Texas
|
$12.3M
|
+$12.2M
|
+518,999
|
New
|
|
|
14
|
Goodman Advisory Group
Needham,
Massachusetts
|
$11.8M
|
+$1.42M
|
+60,562
|
+14%
|
|
|
15
|
1900 Wealth Management
San Antonio,
Texas
|
$10.5M
|
-$410K
|
-17,418
|
-4%
|
|
|
16
|
Allworth Financial
Folsom,
California
|
$10.4M
|
+$1.69M
|
+71,832
|
+19%
|
|
|
17
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$10.3M
|
+$1.43M
|
+60,573
|
+16%
|
|
|
18
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$9.49M
|
+$2.9M
|
+123,423
|
+44%
|
|
|
19
|
MML Investors Services
Springfield,
Massachusetts
|
$9.14M
|
+$1.01M
|
+42,911
|
+13%
|
|
|
20
|
Confluence Investment Management
St. Louis,
Missouri
|
$8.98M
|
+$82.2K
|
+3,496
|
+0.9%
|
|
|
21
|
Renaissance Technologies
New York
|
$8.52M
|
+$6.01M
|
+255,473
|
+245%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.96M
|
+$6.14M
|
+260,921
|
+347%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.95M
|
+$2.49M
|
+106,032
|
+46%
|
|
|
24
|
Parcion Private Wealth
Bellevue,
Washington
|
$7.02M
|
+$6.98M
|
+296,597
|
New
|
|
|
25
|
AssetMark Inc
Concord,
California
|
$6.94M
|
-$107K
|
-4,543
|
-2%
|
|
