|
1
|
Bank of America
Charlotte,
North Carolina
|
$930M
|
+$104M
|
+4,556,795
|
+13%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$66.3M
|
-$6.13M
|
-268,650
|
-9%
|
|
|
3
|
|
$47.9M
|
-$5.21M
|
-228,348
|
-10%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$40.8M
|
-$402K
|
-17,619
|
-1%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$39.5M
|
-$480K
|
-21,016
|
-1%
|
|
|
6
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$35.1M
|
-$626K
|
-27,414
|
-2%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$32.1M
|
+$7.68M
|
+336,317
|
+34%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$32.1M
|
-$12.3M
|
-537,390
|
-29%
|
|
|
9
|
Ocean Park Asset Management
Santa Monica,
California
|
$30.8M
|
+$29.1M
|
+1,273,100
|
New
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$30.3M
|
+$6.96M
|
+305,186
|
+32%
|
|
|
11
|
EP Wealth Advisors
Torrance,
California
|
$29.9M
|
+$15.1M
|
+659,857
|
+115%
|
|
|
12
|
Goodman Advisory Group
Needham,
Massachusetts
|
$23.9M
|
+$15M
|
+656,873
|
+199%
|
|
|
13
|
Bank of New York Mellon
New York
|
$21.1M
|
+$4.56M
|
+199,705
|
+30%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$20.3M
|
-$3.6M
|
-157,877
|
-16%
|
|
|
15
|
1900 Wealth Management
San Antonio,
Texas
|
$19.1M
|
+$15M
|
+657,068
|
+488%
|
|
|
16
|
CX Institutional
Auburn,
Indiana
|
$18.2M
|
+$11.8M
|
+518,129
|
+220%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$17.6M
|
+$3.14M
|
+137,455
|
+23%
|
|
|
18
|
Allworth Financial
Folsom,
California
|
$12M
|
+$13.9K
|
+611
|
+0.1%
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$11.7M
|
-$1.61M
|
-70,365
|
-13%
|
|
|
20
|
Comerica Bank
Dallas,
Texas
|
$10.8M
|
+$955K
|
+41,839
|
+10%
|
|
|
21
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$10.5M
|
-$1.95M
|
-85,497
|
-16%
|
|
|
22
|
Confluence Investment Management
St. Louis,
Missouri
|
$8.81M
|
-$68.7K
|
-3,009
|
-0.8%
|
|
|
23
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$8.47M
|
+$5.61M
|
+245,733
|
+231%
|
|
|
24
|
MML Investors Services
Springfield,
Massachusetts
|
$8.14M
|
-$546K
|
-23,911
|
-7%
|
|
|
25
|
Parcion Private Wealth
Bellevue,
Washington
|
$8.01M
|
-$2.19M
|
-95,798
|
-22%
|
|
