|
1
|
Bank of America
Charlotte,
North Carolina
|
$710M
|
+$14M
|
+287,065
|
+2%
|
|
|
2
|
Raymond James & Associates
St Petersburg,
Florida
|
$126M
|
+$7.02M
|
+144,383
|
+6%
|
|
|
3
|
|
$106M
|
+$11.8M
|
+242,522
|
+13%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$106M
|
+$14.9M
|
+307,405
|
+17%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$79.3M
|
+$2.18M
|
+44,938
|
+3%
|
|
|
6
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$75.2M
|
+$2.49M
|
+51,202
|
+3%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$68.4M
|
-$223K
|
-4,589
|
-0.3%
|
|
|
8
|
Biltmore Wealth Management
Tempe,
Arizona
|
$65.8M
|
+$3.2M
|
+65,887
|
+5%
|
|
|
9
|
|
$59.6M
|
+$5.86M
|
+120,527
|
+11%
|
|
|
10
|
Mercer Global Advisors
Denver,
Colorado
|
$57.8M
|
+$14.2M
|
+291,478
|
+33%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$54.6M
|
-$629K
|
-12,940
|
-1%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$51.7M
|
+$1.34M
|
+27,519
|
+3%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$50.7M
|
+$1.97M
|
+40,448
|
+4%
|
|
|
14
|
Caprin Asset Management
Henrico,
Virginia
|
$43.1M
|
-$537K
|
-11,046
|
-1%
|
|
|
15
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$30.3M
|
–
|
–
|
–
|
|
|
16
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$25.1M
|
+$53.9K
|
+1,108
|
+0.2%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$24.3M
|
-$377K
|
-7,757
|
-2%
|
|
|
18
|
People's United Financial
Bridgeport,
Connecticut
|
$23.5M
|
-$1.86M
|
-38,324
|
-7%
|
|
|
19
|
Bailard
Foster City,
California
|
$21.6M
|
-$4.49M
|
-92,293
|
-17%
|
|
|
20
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$19.9M
|
-$982K
|
-20,196
|
-5%
|
|
|
21
|
RWA Wealth Partners
Newton,
Massachusetts
|
$19.5M
|
+$388K
|
+7,991
|
+2%
|
|
|
22
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$19.3M
|
+$931K
|
+19,156
|
+5%
|
|
|
23
|
BB&T Securities
Richmond,
Virginia
|
$16.8M
|
+$465K
|
+9,569
|
+3%
|
|
|
24
|
Chatham Capital Group
Savannah,
Georgia
|
$16.6M
|
-$292K
|
-6,000
|
-2%
|
|
|
25
|
United Services Automobile Association
San Antonio,
Texas
|
$14.7M
|
-$43.6K
|
-897
|
-0.3%
|
|
