|
1
|
Bank of America
Charlotte,
North Carolina
|
$148M
|
+$19.1M
|
+725,117
|
+15%
|
|
|
2
|
|
$98.4M
|
+$15.2M
|
+577,117
|
+18%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$63.7M
|
+$5.49M
|
+208,130
|
+9%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$57M
|
+$10.1M
|
+382,756
|
+21%
|
|
|
5
|
Stephens Inc
Little Rock,
Arkansas
|
$44.6M
|
+$4.28M
|
+162,325
|
+11%
|
|
|
6
|
|
$33.7M
|
+$151K
|
+5,728
|
+0.4%
|
|
|
7
|
Evergreen Capital Management
Bellevue,
Washington
|
$23.3M
|
+$893K
|
+33,874
|
+4%
|
|
|
8
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$18.3M
|
+$429K
|
+16,266
|
+2%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.3M
|
+$1.8M
|
+68,353
|
+11%
|
|
|
10
|
Atwood & Palmer
Kansas City,
Missouri
|
$18.3M
|
+$636K
|
+24,125
|
+4%
|
|
|
11
|
|
$16.6M
|
+$1.74M
|
+66,154
|
+12%
|
|
|
12
|
First Horizon Advisors
Memphis,
Tennessee
|
$16.2M
|
+$615K
|
+23,328
|
+4%
|
|
|
13
|
Mercer Global Advisors
Denver,
Colorado
|
$16.1M
|
+$16.2M
|
+613,402
|
New
|
|
|
14
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$15.6M
|
+$1.9M
|
+71,945
|
+14%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.7M
|
+$2.15M
|
+81,569
|
+17%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$14.1M
|
+$3.4M
|
+128,805
|
+32%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$13.4M
|
+$3.89M
|
+147,488
|
+41%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$12.9M
|
+$1.53M
|
+57,895
|
+13%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$10.3M
|
+$916K
|
+34,747
|
+10%
|
|
|
20
|
Coastline Trust
Providence,
Rhode Island
|
$9.26M
|
+$851K
|
+32,255
|
+10%
|
|
|
21
|
|
$9.1M
|
+$3.5M
|
+132,805
|
+62%
|
|
|
22
|
Rockefeller Capital Management
New York
|
$9.04M
|
+$461K
|
+17,499
|
+5%
|
|
|
23
|
Boston Family Office
Boston,
Massachusetts
|
$8.87M
|
+$166K
|
+6,312
|
+2%
|
|
|
24
|
LWS Wealth Advisors
Basking Ridge,
New Jersey
|
$7.4M
|
+$248K
|
+9,396
|
+3%
|
|
|
25
|
Whittier Trust
South Pasadena,
California
|
$6.99M
|
+$670K
|
+25,425
|
+11%
|
|
