|
1
|
Bank of America
Charlotte,
North Carolina
|
$151M
|
+$5.34M
|
+214,208
|
+4%
|
|
|
2
|
|
$120M
|
+$28.8M
|
+1,154,775
|
+31%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$71.2M
|
-$4.63M
|
-185,621
|
-6%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$62.1M
|
+$3.76M
|
+150,853
|
+6%
|
|
|
5
|
Stephens Inc
Little Rock,
Arkansas
|
$49.8M
|
+$7.82M
|
+313,531
|
+18%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$45.2M
|
+$37.9M
|
+1,520,688
|
+306%
|
|
|
7
|
|
$31.7M
|
+$74K
|
+2,966
|
+0.2%
|
|
|
8
|
Evergreen Capital Management
Bellevue,
Washington
|
$26.6M
|
-$340K
|
-13,618
|
-1%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$20M
|
+$6.85M
|
+274,738
|
+50%
|
|
|
10
|
Rockefeller Capital Management
New York
|
$18.8M
|
+$10.3M
|
+411,785
|
+115%
|
|
|
11
|
Matthew Goff Investment Advisor
Houston,
Texas
|
$17.4M
|
+$17.8M
|
+712,177
|
New
|
|
|
12
|
Atwood & Palmer
Kansas City,
Missouri
|
$17.3M
|
-$83.8K
|
-3,360
|
-0.5%
|
|
|
13
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$16.9M
|
+$30.9K
|
+1,238
|
+0.2%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.1M
|
+$3.24M
|
+129,722
|
+24%
|
|
|
15
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$14.7M
|
-$135K
|
-5,409
|
-0.9%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$14.1M
|
+$2.37M
|
+94,840
|
+20%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$13.5M
|
+$2.07M
|
+82,812
|
+18%
|
|
|
18
|
|
$13.2M
|
-$1.71M
|
-68,636
|
-11%
|
|
|
19
|
Altium Wealth Management
Purchase,
New York
|
$12.2M
|
+$7.59M
|
+304,254
|
+157%
|
|
|
20
|
|
$9.53M
|
+$947K
|
+37,974
|
+11%
|
|
|
21
|
Coastline Trust
Providence,
Rhode Island
|
$8.73M
|
-$494K
|
-19,794
|
-5%
|
|
|
22
|
Boston Family Office
Boston,
Massachusetts
|
$8.31M
|
+$107K
|
+4,286
|
+1%
|
|
|
23
|
Whittier Trust
South Pasadena,
California
|
$7.66M
|
+$1.23M
|
+49,496
|
+19%
|
|
|
24
|
Mercer Global Advisors
Denver,
Colorado
|
$7.63M
|
-$2.74M
|
-110,017
|
-26%
|
|
|
25
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$7.37M
|
+$7.83M
|
+313,696
|
New
|
|
