|
1
|
Bank of America
Charlotte,
North Carolina
|
$213M
|
-$17.6M
|
-174,033
|
-8%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$166M
|
+$17.9M
|
+176,653
|
+12%
|
|
|
3
|
|
$160M
|
-$6.51M
|
-64,274
|
-4%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$137M
|
+$1.17M
|
+11,545
|
+0.8%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$89.3M
|
+$52.1M
|
+514,563
|
+131%
|
|
|
6
|
Truepoint Inc
Cincinnati,
Ohio
|
$83.5M
|
+$3.74M
|
+36,877
|
+5%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$61M
|
+$913K
|
+9,010
|
+1%
|
|
|
8
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$33.1M
|
-$7.49M
|
-73,895
|
-18%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$30.9M
|
+$26.1M
|
+257,341
|
+491%
|
|
|
10
|
Waverly Advisors
Birmingham,
Alabama
|
$30.6M
|
-$670K
|
-6,615
|
-2%
|
|
|
11
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$28.1M
|
+$992K
|
+9,788
|
+4%
|
|
|
12
|
TIAA CREF Trust
St Louis,
Missouri
|
$27.6M
|
+$1.06M
|
+10,421
|
+4%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$27.4M
|
+$3.07M
|
+30,341
|
+12%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$22M
|
+$3.27M
|
+32,304
|
+17%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$15.5M
|
+$2.85M
|
+28,120
|
+22%
|
|
|
16
|
Fidelity Investments
Boston,
Massachusetts
|
$13.3M
|
+$9.33M
|
+92,150
|
+229%
|
|
|
17
|
Morningstar Investment Services
Chicago,
Illinois
|
$12.8M
|
+$1.21M
|
+11,916
|
+10%
|
|
|
18
|
Vanguard Group
Malvern,
Pennsylvania
|
$11.4M
|
+$179K
|
+1,766
|
+2%
|
|
|
19
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$10.9M
|
+$912K
|
+9,003
|
+9%
|
|
|
20
|
|
$10.7M
|
+$3.34M
|
+32,952
|
+44%
|
|
|
21
|
|
$10.1M
|
-$10.6M
|
-104,535
|
-51%
|
|
|
22
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$9.56M
|
+$71K
|
+701
|
+0.7%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$9.14M
|
-$432K
|
-4,260
|
-4%
|
|
|
24
|
MCF Advisors
Covington,
Kentucky
|
$8.89M
|
-$2.18M
|
-21,511
|
-19%
|
|
|
25
|
SVA Wealth Management
Madison,
Wisconsin
|
$7.89M
|
-$170K
|
-1,678
|
-2%
|
|
