|
1
|
Bank of America
Charlotte,
North Carolina
|
$182M
|
-$5.55M
|
-52,482
|
-3%
|
|
|
2
|
|
$158M
|
+$1.63M
|
+15,373
|
+1%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$157M
|
+$4.08M
|
+38,584
|
+3%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$152M
|
+$2.29M
|
+21,608
|
+2%
|
|
|
5
|
Truepoint Inc
Cincinnati,
Ohio
|
$93.6M
|
+$1.9M
|
+17,963
|
+2%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$72.2M
|
+$15.8M
|
+148,847
|
+28%
|
|
|
7
|
Fidelity Investments
Boston,
Massachusetts
|
$71.4M
|
-$2.09M
|
-19,749
|
-3%
|
|
|
8
|
TIAA CREF Trust
St Louis,
Missouri
|
$36.3M
|
+$2.98M
|
+28,149
|
+9%
|
|
|
9
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$35.5M
|
+$2.22M
|
+20,944
|
+7%
|
|
|
10
|
Waverly Advisors
Birmingham,
Alabama
|
$35.1M
|
-$159K
|
-1,498
|
-0.5%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$32.2M
|
-$1.18M
|
-11,163
|
-4%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$29.5M
|
-$2.02M
|
-19,045
|
-6%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$26.3M
|
+$1.73M
|
+16,369
|
+7%
|
|
|
14
|
Morningstar Investment Services
Chicago,
Illinois
|
$25.3M
|
+$1.62M
|
+15,293
|
+7%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$22.9M
|
+$11.1M
|
+104,584
|
+94%
|
|
|
16
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$21M
|
+$11.1M
|
+105,225
|
+114%
|
|
|
17
|
Vanguard Group
Malvern,
Pennsylvania
|
$10.9M
|
-$1.88M
|
-17,716
|
-15%
|
|
|
18
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$10.5M
|
-$1.99M
|
-18,840
|
-16%
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$9.76M
|
+$2.58M
|
+24,416
|
+36%
|
|
|
20
|
MCF Advisors
Covington,
Kentucky
|
$9.33M
|
-$183K
|
-1,730
|
-2%
|
|
|
21
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$8.84M
|
-$342K
|
-3,232
|
-4%
|
|
|
22
|
First Horizon Advisors
Memphis,
Tennessee
|
$8.53M
|
-$2.46M
|
-23,221
|
-22%
|
|
|
23
|
SVA Wealth Management
Madison,
Wisconsin
|
$8.17M
|
-$139K
|
-1,311
|
-2%
|
|
|
24
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$7.79M
|
-$313K
|
-2,957
|
-4%
|
|
|
25
|
Community Financial Services Group
Newport,
Vermont
|
$7.77M
|
+$65.6K
|
+620
|
+0.9%
|
|
