|
1
|
Bank of America
Charlotte,
North Carolina
|
$761M
|
+$35M
|
+1,483,119
|
+5%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$69.9M
|
-$99.7K
|
-4,228
|
-0.1%
|
|
|
3
|
|
$53.6M
|
+$3.32M
|
+140,627
|
+7%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$47.1M
|
+$23M
|
+975,094
|
+95%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$45M
|
+$13.5M
|
+573,140
|
+43%
|
|
|
6
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$39.6M
|
+$36.7M
|
+1,556,105
|
+1,283%
|
|
|
7
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$37.2M
|
-$627K
|
-26,583
|
-2%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$33.6M
|
+$1.15M
|
+48,917
|
+4%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$20.2M
|
+$1.4M
|
+59,324
|
+7%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$15.6M
|
-$143K
|
-6,045
|
-0.9%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$14M
|
+$897K
|
+38,048
|
+7%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$13.8M
|
-$56.7K
|
-2,405
|
-0.4%
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$13.2M
|
-$404K
|
-17,125
|
-3%
|
|
|
14
|
Ackerman Capital Advisors
Dallas,
Texas
|
$12.8M
|
+$521K
|
+22,078
|
+4%
|
|
|
15
|
TownSquare Capital
Provo,
Utah
|
$12.3M
|
+$1.83M
|
+77,376
|
+193%
|
|
|
16
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$10.8M
|
+$608K
|
+25,782
|
+6%
|
|
|
17
|
Allworth Financial
Folsom,
California
|
$10.8M
|
+$345K
|
+14,638
|
+3%
|
|
|
18
|
Parcion Private Wealth
Bellevue,
Washington
|
$10.3M
|
+$3.29M
|
+139,486
|
+47%
|
|
|
19
|
EP Wealth Advisors
Torrance,
California
|
$10.3M
|
+$10.3M
|
+438,783
|
+4,380%
|
|
|
20
|
Confluence Investment Management
St. Louis,
Missouri
|
$8.73M
|
-$226K
|
-9,599
|
-3%
|
|
|
21
|
PFS Investments
Duluth,
Georgia
|
$8.7M
|
+$4.54M
|
+192,685
|
+109%
|
|
|
22
|
Flow Traders U.S.
New York
|
$8.55M
|
+$8.54M
|
+362,265
|
New
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$7.55M
|
-$1.56M
|
-66,125
|
-17%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.47M
|
-$448K
|
-18,996
|
-6%
|
|
|
25
|
AssetMark Inc
Concord,
California
|
$6.83M
|
-$81.3K
|
-3,446
|
-1%
|
|
