|
1
|
Bank of America
Charlotte,
North Carolina
|
$242M
|
+$31.4M
|
+646,439
|
+15%
|
|
|
2
|
|
$106M
|
-$3.42M
|
-70,428
|
-3%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$104M
|
-$1.32M
|
-27,139
|
-1%
|
|
|
4
|
|
$68.6M
|
+$9.41M
|
+193,557
|
+16%
|
|
|
5
|
BB&T Securities
Richmond,
Virginia
|
$36.2M
|
+$3.62M
|
+74,480
|
New
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$29.5M
|
+$934K
|
+19,207
|
+3%
|
|
|
7
|
United Services Automobile Association
San Antonio,
Texas
|
$29.3M
|
+$657K
|
+13,508
|
+2%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$27.6M
|
+$1.03M
|
+21,098
|
+4%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$25M
|
-$1.26M
|
-25,940
|
-5%
|
|
|
10
|
Gateway Advisory
Westfield,
New Jersey
|
$24.7M
|
+$209K
|
+4,301
|
+0.9%
|
|
|
11
|
|
$24.2M
|
+$876K
|
+18,027
|
+4%
|
|
|
12
|
Bailard
Foster City,
California
|
$24M
|
-$10.3M
|
-211,365
|
-30%
|
|
|
13
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$20.6M
|
+$543K
|
+11,169
|
+3%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.6M
|
-$2.52M
|
-51,765
|
-13%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$16.3M
|
+$1.58M
|
+32,577
|
+11%
|
|
|
16
|
AssetMark Inc
Concord,
California
|
$16.1M
|
-$715K
|
-14,713
|
-4%
|
|
|
17
|
Karpus Investment Management
Pittsford,
New York
|
$15.9M
|
+$3.95M
|
+81,175
|
+33%
|
|
|
18
|
Cedar Hill Associates
Chicago,
Illinois
|
$13.5M
|
-$6.22K
|
-128
|
-0%
|
|
|
19
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$13.3M
|
+$737K
|
+15,150
|
+6%
|
|
|
20
|
Windham Capital Management
Boston,
Massachusetts
|
$13M
|
-$31.2K
|
-641
|
-0.2%
|
|
|
21
|
Lazard Asset Management
New York
|
$12.5M
|
–
|
–
|
–
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$11.4M
|
+$1.32M
|
+27,108
|
+13%
|
|
|
23
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$11.1M
|
-$322K
|
-6,630
|
-3%
|
|
|
24
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$10.8M
|
+$363K
|
+7,475
|
+3%
|
|
|
25
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$10.7M
|
+$3.29M
|
+67,601
|
+44%
|
|
