|
1
|
Bank of America
Charlotte,
North Carolina
|
$248M
|
+$9.21M
|
+69,333
|
+4%
|
|
|
2
|
|
$241M
|
-$13.8M
|
-103,698
|
-5%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$201M
|
+$804K
|
+6,051
|
+0.4%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$184M
|
+$5.6M
|
+42,154
|
+3%
|
|
|
5
|
Truepoint Inc
Cincinnati,
Ohio
|
$129M
|
+$111M
|
+832,717
|
+669%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$93.2M
|
+$5M
|
+37,665
|
+6%
|
|
|
7
|
TIAA FSB
Jacksonville,
Florida
|
$81.6M
|
+$19.9M
|
+149,982
|
+33%
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
$73.5M
|
-$2.75M
|
-20,680
|
-4%
|
|
|
9
|
Stifel Financial
St. Louis,
Missouri
|
$68.7M
|
+$3.93M
|
+29,598
|
+6%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$68.7M
|
+$2.29M
|
+17,218
|
+3%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$47.1M
|
+$2.17M
|
+16,373
|
+5%
|
|
|
12
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$44M
|
+$924K
|
+6,957
|
+2%
|
|
|
13
|
Waverly Advisors
Birmingham,
Alabama
|
$44M
|
+$555K
|
+4,178
|
+1%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$40.8M
|
-$1.03M
|
-7,755
|
-2%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$40.8M
|
+$695K
|
+5,236
|
+2%
|
|
|
16
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$40.4M
|
+$3.82M
|
+28,788
|
+11%
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$39M
|
–
|
–
|
–
|
|
|
18
|
Morningstar Investment Services
Chicago,
Illinois
|
$26.9M
|
+$7.17M
|
+53,946
|
+37%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$24.4M
|
+$276K
|
+2,076
|
+1%
|
|
|
20
|
Suntrust Banks
Atlanta,
Georgia
|
$22.6M
|
+$2.23M
|
+16,783
|
+11%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$19.7M
|
+$653K
|
+4,916
|
+3%
|
|
|
22
|
Cabana LLC
Fayetteville,
Arkansas
|
$19.6M
|
+$14.6M
|
+109,690
|
+302%
|
|
|
23
|
Arrow Investment Advisors
Laurel,
Maryland
|
$18.2M
|
+$18M
|
+135,434
|
New
|
|
|
24
|
MML Investors Services
Springfield,
Massachusetts
|
$16.9M
|
-$9.56M
|
-71,980
|
-36%
|
|
|
25
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$15.9M
|
+$15.7M
|
+118,116
|
New
|
|
