|
1
|
Bank of America
Charlotte,
North Carolina
|
$181M
|
+$883K
|
+8,413
|
+0.5%
|
|
|
2
|
|
$169M
|
+$12.2M
|
+116,324
|
+8%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$150M
|
-$1.69M
|
-16,149
|
-1%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$147M
|
-$8.63M
|
-82,275
|
-6%
|
|
|
5
|
Truepoint Inc
Cincinnati,
Ohio
|
$101M
|
+$3.64M
|
+34,694
|
+4%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$68.4M
|
-$3.3M
|
-31,465
|
-5%
|
|
|
7
|
Fidelity Investments
Boston,
Massachusetts
|
$67.4M
|
-$4.04M
|
-38,540
|
-6%
|
|
|
8
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$46.9M
|
+$25.8M
|
+246,112
|
+125%
|
|
|
9
|
TIAA CREF Trust
St Louis,
Missouri
|
$37.2M
|
+$1.17M
|
+11,156
|
+3%
|
|
|
10
|
Waverly Advisors
Birmingham,
Alabama
|
$35M
|
+$91.5K
|
+872
|
+0.3%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$33.3M
|
+$4M
|
+38,088
|
+14%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$32.5M
|
+$435K
|
+4,146
|
+1%
|
|
|
13
|
AssetMark Inc
Concord,
California
|
$32.4M
|
+$9.63M
|
+91,782
|
+43%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$27.8M
|
+$1.64M
|
+15,635
|
+6%
|
|
|
15
|
Morningstar Investment Services
Chicago,
Illinois
|
$25.1M
|
-$20.5K
|
-195
|
-0.1%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$17.2M
|
+$17.1M
|
+163,196
|
New
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$14.4M
|
+$4.69M
|
+44,741
|
+49%
|
|
|
18
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$11.3M
|
+$847K
|
+8,074
|
+8%
|
|
|
19
|
Vanguard Group
Malvern,
Pennsylvania
|
$10.8M
|
+$9.13K
|
+87
|
+0.1%
|
|
|
20
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$9.62M
|
+$9.55M
|
+91,002
|
New
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$9.38M
|
+$4.22M
|
+40,214
|
+83%
|
|
|
22
|
MCF Advisors
Covington,
Kentucky
|
$9.3M
|
+$28.4K
|
+271
|
+0.3%
|
|
|
23
|
Suntrust Banks
Atlanta,
Georgia
|
$8.86M
|
+$1.23M
|
+11,715
|
+16%
|
|
|
24
|
First Horizon Advisors
Memphis,
Tennessee
|
$8.53M
|
–
|
–
|
–
|
|
|
25
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$8.27M
|
-$26.8M
|
-255,204
|
-77%
|
|
