|
1
|
Bank of America
Charlotte,
North Carolina
|
$275M
|
-$1.85M
|
-12,659
|
-0.7%
|
|
|
2
|
|
$259M
|
-$6.07M
|
-41,616
|
-2%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$225M
|
+$2.69M
|
+18,465
|
+1%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$204M
|
+$3.07M
|
+21,024
|
+2%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$151M
|
+$818K
|
+5,611
|
+0.6%
|
|
|
6
|
Truepoint Inc
Cincinnati,
Ohio
|
$137M
|
-$474K
|
-3,248
|
-0.4%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$126M
|
+$5.24M
|
+35,939
|
+4%
|
|
|
8
|
TIAA FSB
Jacksonville,
Florida
|
$115M
|
+$6.47M
|
+44,395
|
+6%
|
|
|
9
|
Stifel Financial
St. Louis,
Missouri
|
$84.5M
|
+$1.28M
|
+8,761
|
+2%
|
|
|
10
|
Fidelity Investments
Boston,
Massachusetts
|
$78M
|
-$2.82M
|
-19,363
|
-4%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$67.1M
|
-$2.92M
|
-19,999
|
-4%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$64.4M
|
-$13.9M
|
-95,574
|
-18%
|
|
|
13
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$56.4M
|
+$1.43M
|
+9,832
|
+3%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$52.4M
|
+$1.48M
|
+10,129
|
+3%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$50.1M
|
+$555K
|
+3,808
|
+1%
|
|
|
16
|
Waverly Advisors
Birmingham,
Alabama
|
$47.6M
|
+$392K
|
+2,685
|
+0.8%
|
|
|
17
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$39.8M
|
+$314K
|
+2,155
|
+0.8%
|
|
|
18
|
Morningstar Investment Services
Chicago,
Illinois
|
$36.6M
|
+$6.5M
|
+44,584
|
+22%
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$31.5M
|
+$2.43M
|
+16,642
|
+9%
|
|
|
20
|
Suntrust Banks
Atlanta,
Georgia
|
$30.5M
|
+$2.38M
|
+16,352
|
+9%
|
|
|
21
|
Howard Capital Management
Roswell,
Georgia
|
$29.7M
|
+$28.3M
|
+194,211
|
New
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$26.3M
|
-$944K
|
-6,470
|
-4%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$23.4M
|
+$1.9M
|
+13,053
|
+9%
|
|
|
24
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$22.6M
|
+$28.3K
|
+194
|
+0.1%
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$21.1M
|
-$233K
|
-1,597
|
-1%
|
|
