|
1
|
UBS Group
Zurich,
Switzerland
|
USD 119 M
|
+USD 2.56 M
|
+74,748
|
+2%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
USD 45.2 M
|
+USD 34.7 M
|
+1,012,008
|
+318%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
USD 38.9 M
|
+USD 12.8 M
|
+372,210
|
+48%
|
|
|
4
|
|
USD 34.7 M
|
+USD 8.8 M
|
+256,571
|
+34%
|
|
|
5
|
Curian Capital
Denver,
Colorado
|
USD 15.3 M
|
+USD 950 k
|
+27,711
|
+7%
|
|
|
6
|
Mission Wealth Management
Santa Barbara,
California
|
USD 12.3 M
|
+USD 12.2 M
|
+355,094
|
Nuevas
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
USD 10.3 M
|
+USD 2.62 M
|
+76,382
|
+34%
|
|
|
8
|
Crestwood Advisors Group
Boston,
Massachusetts
|
USD 8.62 M
|
+USD 580 k
|
+16,916
|
+7%
|
|
|
9
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
USD 8.31 M
|
+USD 8.39 M
|
+244,527
|
Nuevas
|
|
|
10
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
USD 7.89 M
|
+USD 7.96 M
|
+232,255
|
Nuevas
|
|
|
11
|
Confluence Investment Management
St. Louis,
Missouri
|
USD 7.4 M
|
+USD 344 k
|
+10,038
|
+5%
|
|
|
12
|
HSBC Holdings
London,
United Kingdom
|
USD 6.48 M
|
+USD 6.54 M
|
+190,845
|
Nuevas
|
|
|
13
|
Prospera Financial Services
Dallas,
Texas
|
USD 5.78 M
|
+USD 5.83 M
|
+170,114
|
Nuevas
|
|
|
14
|
Strategy Asset Managers
Pasadena,
California
|
USD 4.87 M
|
+USD 154 k
|
+4,502
|
+3%
|
|
|
15
|
State Street
Boston,
Massachusetts
|
USD 4.13 M
|
+USD 3.94 M
|
+114,786
|
+1,674%
|
|
|
16
|
Bluefin Capital Management
New York
|
USD 3.83 M
|
+USD 3.19 M
|
+93,064
|
+474%
|
|
|
17
|
Credit Suisse
Zurich,
Switzerland
|
USD 3.76 M
|
+USD 1.27 M
|
+37,015
|
+50%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
USD 3.68 M
|
+USD 2.99 M
|
+87,302
|
+408%
|
|
|
19
|
LPL Financial
San Diego,
California
|
USD 2.84 M
|
+USD 1.67 M
|
+48,571
|
+139%
|
|
|
20
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
USD 2.78 M
|
–
|
–
|
–
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
USD 2.57 M
|
+USD 1.02 M
|
+29,814
|
+65%
|
|
|
22
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
USD 2.4 M
|
+USD 1.07 M
|
+31,200
|
+79%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
USD 2.27 M
|
+USD 2.29 M
|
+66,906
|
Nuevas
|
|
|
24
|
AssetMark Inc
Concord,
California
|
USD 2.25 M
|
+USD 1.06 M
|
+30,991
|
+88%
|
|
|
25
|
Nottingham Advisors
Amherst,
New York
|
USD 2.02 M
|
-USD 180 k
|
-5,251
|
-8%
|
|
