|
1
|
Bank of America
Charlotte,
North Carolina
|
$749M
|
+$25.7M
|
+539,136
|
+4%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$170M
|
+$91.3M
|
+1,913,968
|
+119%
|
|
|
3
|
Raymond James & Associates
St Petersburg,
Florida
|
$108M
|
+$4M
|
+83,940
|
+4%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$79.3M
|
+$2.6M
|
+54,560
|
+3%
|
|
|
5
|
|
$79.3M
|
-$24.2M
|
-507,983
|
-24%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$73.4M
|
+$1.57M
|
+32,872
|
+2%
|
|
|
7
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$70.5M
|
+$2.92M
|
+61,235
|
+4%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$69.8M
|
-$7.81M
|
-163,742
|
-10%
|
|
|
9
|
Premise Capital
Naperville,
Illinois
|
$69.2M
|
+$61.4M
|
+1,288,040
|
+837%
|
|
|
10
|
|
$54.7M
|
+$523K
|
+10,967
|
+1%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$48.5M
|
+$1.38M
|
+28,999
|
+3%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$47.1M
|
+$3.68M
|
+77,150
|
+8%
|
|
|
13
|
Caprin Asset Management
Henrico,
Virginia
|
$43.2M
|
-$2.54M
|
-53,168
|
-6%
|
|
|
14
|
Bailard
Foster City,
California
|
$36.9M
|
-$5.59M
|
-117,259
|
-13%
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$25.1M
|
+$19M
|
+397,615
|
+318%
|
|
|
16
|
People's United Financial
Bridgeport,
Connecticut
|
$24.8M
|
+$11.1M
|
+232,727
|
+82%
|
|
|
17
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$24M
|
+$1.03M
|
+21,577
|
+5%
|
|
|
18
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$23.6M
|
-$933K
|
-19,563
|
-4%
|
|
|
19
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$22.6M
|
+$6.66M
|
+139,581
|
+42%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$22.5M
|
-$903K
|
-18,924
|
-4%
|
|
|
21
|
United Services Automobile Association
San Antonio,
Texas
|
$22.2M
|
+$2.37M
|
+49,614
|
+12%
|
|
|
22
|
RWA Wealth Partners
Newton,
Massachusetts
|
$18.2M
|
+$2.55M
|
+53,529
|
+16%
|
|
|
23
|
Brinker Capital
Berwyn,
Pennsylvania
|
$18M
|
-$1.94M
|
-40,584
|
-10%
|
|
|
24
|
BB&T Securities
Richmond,
Virginia
|
$17.9M
|
-$420K
|
-8,797
|
-2%
|
|
|
25
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$16.9M
|
-$33.1M
|
-694,541
|
-66%
|
|
