|
1
|
Bank of America
Charlotte,
North Carolina
|
$125M
|
-$13M
|
-560,489
|
-9%
|
|
|
2
|
|
$86.8M
|
-$23.3M
|
-1,001,378
|
-20%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$67.8M
|
+$3.31M
|
+142,479
|
+5%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$56.2M
|
-$102K
|
-4,373
|
-0.2%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$46.5M
|
+$1.74M
|
+74,952
|
+4%
|
|
|
6
|
|
$43.4M
|
+$36.4M
|
+1,564,074
|
+401%
|
|
|
7
|
Stephens Inc
Little Rock,
Arkansas
|
$39.2M
|
-$6.4M
|
-275,066
|
-13%
|
|
|
8
|
Evergreen Capital Management
Bellevue,
Washington
|
$22.7M
|
-$1.45M
|
-62,547
|
-6%
|
|
|
9
|
Rockefeller Capital Management
New York
|
$18.6M
|
+$1.6M
|
+68,698
|
+9%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.2M
|
+$74.4K
|
+3,198
|
+0.4%
|
|
|
11
|
|
$16.1M
|
+$15.2M
|
+653,447
|
+935%
|
|
|
12
|
Matthew Goff Investment Advisor
Houston,
Texas
|
$15.8M
|
-$18.2K
|
-783
|
-0.1%
|
|
|
13
|
First Horizon Advisors
Memphis,
Tennessee
|
$15.2M
|
+$15.9M
|
+684,721
|
New
|
|
|
14
|
Altium Wealth Management
Purchase,
New York
|
$14.8M
|
+$3.98M
|
+171,229
|
+34%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.4M
|
-$238K
|
-10,245
|
-2%
|
|
|
16
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$14.4M
|
-$981K
|
-42,186
|
-6%
|
|
|
17
|
Atwood & Palmer
Kansas City,
Missouri
|
$14.1M
|
-$1.67M
|
-71,677
|
-10%
|
|
|
18
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$13.3M
|
+$7.1M
|
+305,409
|
+105%
|
|
|
19
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$13.2M
|
-$156K
|
-6,717
|
-1%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$12.3M
|
+$94.2K
|
+4,051
|
+0.7%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$11.3M
|
-$1.45M
|
-62,365
|
-11%
|
|
|
22
|
|
$10.2M
|
-$1.91M
|
-82,352
|
-15%
|
|
|
23
|
International Assets Investment Management
Orlando,
Florida
|
$8.56M
|
+$5.97M
|
+256,757
|
New
|
|
|
24
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$7.84M
|
+$918K
|
+39,498
|
+13%
|
|
|
25
|
Boston Family Office
Boston,
Massachusetts
|
$7.64M
|
+$96.7K
|
+4,157
|
+1%
|
|
