|
1
|
Bank of America
Charlotte,
North Carolina
|
$690M
|
-$65.4M
|
-1,354,454
|
-9%
|
|
|
2
|
Raymond James & Associates
St Petersburg,
Florida
|
$118M
|
+$8.74M
|
+180,989
|
+8%
|
|
|
3
|
|
$93.3M
|
+$13.3M
|
+274,981
|
+17%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$89.9M
|
-$80.8M
|
-1,672,920
|
-47%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$76.4M
|
-$3.58M
|
-74,065
|
-4%
|
|
|
6
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$72.1M
|
+$896K
|
+18,552
|
+1%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$68M
|
-$2.4M
|
-49,781
|
-3%
|
|
|
8
|
Biltmore Wealth Management
Tempe,
Arizona
|
$62M
|
+$61.7M
|
+1,278,061
|
New
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$54.8M
|
-$19.2M
|
-396,599
|
-26%
|
|
|
10
|
|
$53.2M
|
-$1.95M
|
-40,347
|
-4%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$49.7M
|
+$1.94M
|
+40,069
|
+4%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$48.3M
|
-$625K
|
-12,934
|
-1%
|
|
|
13
|
Caprin Asset Management
Henrico,
Virginia
|
$43.2M
|
-$308K
|
-6,388
|
-0.7%
|
|
|
14
|
Mercer Global Advisors
Denver,
Colorado
|
$43.2M
|
+$43M
|
+890,201
|
New
|
|
|
15
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$30.3M
|
+$6.03M
|
+124,925
|
+25%
|
|
|
16
|
Bailard
Foster City,
California
|
$25.9M
|
-$11.3M
|
-234,385
|
-31%
|
|
|
17
|
People's United Financial
Bridgeport,
Connecticut
|
$25.1M
|
+$127K
|
+2,636
|
+0.5%
|
|
|
18
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$24.8M
|
+$1.01M
|
+21,012
|
+4%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$24.5M
|
+$1.81M
|
+37,460
|
+8%
|
|
|
20
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$20.7M
|
-$4.64M
|
-96,147
|
-18%
|
|
|
21
|
RWA Wealth Partners
Newton,
Massachusetts
|
$19M
|
+$613K
|
+12,684
|
+3%
|
|
|
22
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$18.2M
|
+$18.1M
|
+374,496
|
New
|
|
|
23
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$16.9M
|
-$161K
|
-3,344
|
-1%
|
|
|
24
|
Chatham Capital Group
Savannah,
Georgia
|
$16.7M
|
+$128K
|
+2,650
|
+0.8%
|
|
|
25
|
BB&T Securities
Richmond,
Virginia
|
$16.2M
|
-$1.87M
|
-38,796
|
-10%
|
|
