|
1
|
Bank of America
Charlotte,
North Carolina
|
$155M
|
+$8.13M
|
+313,152
|
+6%
|
|
|
2
|
|
$97.4M
|
+$214K
|
+8,239
|
+0.2%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$80.4M
|
+$17.4M
|
+669,592
|
+28%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$61.9M
|
+$5.57M
|
+214,602
|
+10%
|
|
|
5
|
Stephens Inc
Little Rock,
Arkansas
|
$44.7M
|
+$640K
|
+24,645
|
+1%
|
|
|
6
|
|
$33.5M
|
+$266K
|
+10,229
|
+0.8%
|
|
|
7
|
Evergreen Capital Management
Bellevue,
Washington
|
$28.5M
|
+$5.49M
|
+211,506
|
+24%
|
|
|
8
|
|
$20.4M
|
+$14.9M
|
+573,377
|
+267%
|
|
|
9
|
Atwood & Palmer
Kansas City,
Missouri
|
$18.4M
|
+$330K
|
+12,708
|
+2%
|
|
|
10
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$17.9M
|
-$261K
|
-10,055
|
-1%
|
|
|
11
|
First Horizon Advisors
Memphis,
Tennessee
|
$16.2M
|
+$227K
|
+8,726
|
+1%
|
|
|
12
|
|
$15.8M
|
-$608K
|
-23,414
|
-4%
|
|
|
13
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$15.7M
|
+$298K
|
+11,476
|
+2%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.1M
|
-$4.03M
|
-155,176
|
-22%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.7M
|
-$807K
|
-31,079
|
-6%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$12.9M
|
+$109K
|
+4,195
|
+0.9%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$12.5M
|
+$6.09M
|
+234,754
|
+95%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$12.1M
|
+$2M
|
+77,028
|
+20%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$11.9M
|
-$2.05M
|
-79,040
|
-15%
|
|
|
20
|
Mercer Global Advisors
Denver,
Colorado
|
$10.9M
|
-$4.96M
|
-191,017
|
-31%
|
|
|
21
|
Coastline Trust
Providence,
Rhode Island
|
$9.78M
|
+$625K
|
+24,075
|
+7%
|
|
|
22
|
Rockefeller Capital Management
New York
|
$9.27M
|
+$343K
|
+13,195
|
+4%
|
|
|
23
|
|
$9.12M
|
+$119K
|
+4,572
|
+1%
|
|
|
24
|
Boston Family Office
Boston,
Massachusetts
|
$8.7M
|
-$69.7K
|
-2,685
|
-0.8%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$8.34M
|
-$4.87M
|
-187,621
|
-37%
|
|
