|
1
|
Bank of America
Charlotte,
North Carolina
|
$286M
|
+$23.4M
|
+167,412
|
+9%
|
|
|
2
|
|
$251M
|
-$4.64M
|
-33,108
|
-2%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$213M
|
+$568K
|
+4,053
|
+0.3%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$198M
|
+$3.72M
|
+26,550
|
+2%
|
|
|
5
|
Truepoint Inc
Cincinnati,
Ohio
|
$135M
|
-$1.51M
|
-10,748
|
-1%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$107M
|
+$7.88M
|
+56,236
|
+8%
|
|
|
7
|
TIAA FSB
Jacksonville,
Florida
|
$80.5M
|
-$5.9M
|
-42,123
|
-7%
|
|
|
8
|
Stifel Financial
St. Louis,
Missouri
|
$80.4M
|
+$7.1M
|
+50,693
|
+10%
|
|
|
9
|
Fidelity Investments
Boston,
Massachusetts
|
$75.6M
|
-$2.34M
|
-16,709
|
-3%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$74.3M
|
+$1.42M
|
+10,167
|
+2%
|
|
|
11
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$58.8M
|
+$15.6M
|
+111,574
|
+37%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$53.2M
|
+$3.21M
|
+22,898
|
+7%
|
|
|
13
|
Waverly Advisors
Birmingham,
Alabama
|
$46.9M
|
+$311K
|
+2,219
|
+0.7%
|
|
|
14
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$46.1M
|
+$3.04M
|
+21,677
|
+7%
|
|
|
15
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$45.7M
|
-$988K
|
-7,054
|
-2%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$44.5M
|
+$1.25M
|
+8,894
|
+3%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$44.4M
|
+$1.14M
|
+8,124
|
+3%
|
|
|
18
|
Morningstar Investment Services
Chicago,
Illinois
|
$36.3M
|
+$7.69M
|
+54,918
|
+27%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$24.3M
|
-$1.54M
|
-11,007
|
-6%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$23.9M
|
+$2.92M
|
+20,846
|
+14%
|
|
|
21
|
Suntrust Banks
Atlanta,
Georgia
|
$23.9M
|
-$95.9K
|
-685
|
-0.4%
|
|
|
22
|
Cabana LLC
Fayetteville,
Arkansas
|
$22.7M
|
+$1.84M
|
+13,135
|
+9%
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$20.8M
|
+$2.79M
|
+19,899
|
+16%
|
|
|
24
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$18.8M
|
+$1.95M
|
+13,944
|
+12%
|
|
|
25
|
Arrow Investment Advisors
Laurel,
Maryland
|
$18.3M
|
-$1.01M
|
-7,186
|
-5%
|
|
