|
1
|
Bank of America
Charlotte,
North Carolina
|
$752M
|
+$38.8M
|
+1,676,364
|
+5%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$66.7M
|
+$1.09M
|
+47,222
|
+2%
|
|
|
3
|
|
$49M
|
-$1.47M
|
-63,524
|
-3%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$41.3M
|
-$3.08M
|
-133,068
|
-7%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$37.8M
|
-$4.62M
|
-199,571
|
-10%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$36.7M
|
+$5.41M
|
+233,527
|
+16%
|
|
|
7
|
|
$34.1M
|
+$31.1M
|
+1,341,882
|
+679%
|
|
|
8
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$32.8M
|
-$2.17M
|
-93,670
|
-6%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$22.1M
|
+$7.83M
|
+338,178
|
+51%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$22M
|
+$3.19M
|
+137,582
|
+16%
|
|
|
11
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$21M
|
+$8.4M
|
+362,604
|
+62%
|
|
|
12
|
Bank of New York Mellon
New York
|
$15M
|
+$10.6M
|
+457,084
|
+210%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$13.1M
|
-$52.3K
|
-2,257
|
-0.4%
|
|
|
14
|
EP Wealth Advisors
Torrance,
California
|
$12.7M
|
+$2.92M
|
+125,912
|
+28%
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$12.3M
|
-$127K
|
-5,501
|
-1%
|
|
|
16
|
Ackerman Capital Advisors
Dallas,
Texas
|
$12.3M
|
+$281K
|
+12,120
|
+2%
|
|
|
17
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$11.5M
|
+$1.39M
|
+59,798
|
+13%
|
|
|
18
|
Allworth Financial
Folsom,
California
|
$11M
|
+$952K
|
+41,087
|
+9%
|
|
|
19
|
Parcion Private Wealth
Bellevue,
Washington
|
$9.47M
|
-$206K
|
-8,873
|
-2%
|
|
|
20
|
Comerica Bank
Dallas,
Texas
|
$9.01M
|
+$9.42M
|
+406,701
|
New
|
|
|
21
|
Confluence Investment Management
St. Louis,
Missouri
|
$8.14M
|
-$60K
|
-2,590
|
-0.7%
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$7.99M
|
+$935K
|
+40,384
|
+13%
|
|
|
23
|
Goodman Advisory Group
Needham,
Massachusetts
|
$7.31M
|
+$2.83M
|
+122,305
|
+59%
|
|
|
24
|
AssetMark Inc
Concord,
California
|
$6.42M
|
+$2.08K
|
+90
|
+0%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.28M
|
-$771K
|
-33,285
|
-11%
|
|
