|
1
|
Bank of America
Charlotte,
North Carolina
|
$278M
|
+$4.96M
|
+33,133
|
+2%
|
|
|
2
|
|
$261M
|
+$4.22M
|
+28,152
|
+2%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$224M
|
+$316K
|
+2,111
|
+0.1%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$205M
|
+$2.98M
|
+19,868
|
+1%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$155M
|
+$5.46M
|
+36,429
|
+4%
|
|
|
6
|
Truepoint Inc
Cincinnati,
Ohio
|
$136M
|
+$256K
|
+1,710
|
+0.2%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$132M
|
+$6.5M
|
+43,402
|
+5%
|
|
|
8
|
TIAA FSB
Jacksonville,
Florida
|
$118M
|
+$3.87M
|
+25,867
|
+3%
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$90.5M
|
+$24.2M
|
+161,239
|
+36%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$78.5M
|
-$5.52M
|
-36,876
|
-6%
|
|
|
11
|
Fidelity Investments
Boston,
Massachusetts
|
$74.9M
|
-$2.48M
|
-16,574
|
-3%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$61.3M
|
-$2.61M
|
-17,427
|
-4%
|
|
|
13
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$58.3M
|
+$2.32M
|
+15,517
|
+4%
|
|
|
14
|
Suntrust Banks
Atlanta,
Georgia
|
$52.9M
|
+$22.9M
|
+153,070
|
+75%
|
|
|
15
|
Waverly Advisors
Birmingham,
Alabama
|
$48.7M
|
+$1.46M
|
+9,760
|
+3%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$48.4M
|
-$1.29M
|
-8,584
|
-3%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$44.8M
|
-$7.27M
|
-48,535
|
-14%
|
|
|
18
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$39.7M
|
+$210K
|
+1,401
|
+0.5%
|
|
|
19
|
Morningstar Investment Services
Chicago,
Illinois
|
$39.5M
|
+$3.19M
|
+21,299
|
+9%
|
|
|
20
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$35.1M
|
+$3.91M
|
+26,122
|
+12%
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$26.2M
|
+$91.5K
|
+611
|
+0.3%
|
|
|
22
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$22.9M
|
+$541K
|
+3,613
|
+2%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$21.3M
|
-$2.03M
|
-13,532
|
-9%
|
|
|
24
|
Private Capital Group
West Hartford,
Connecticut
|
$20.1M
|
+$9.13M
|
+60,978
|
+81%
|
|
|
25
|
Jones Financial Companies
Des Peres,
Missouri
|
$18M
|
-$1.42M
|
-9,477
|
-7%
|
|
