|
1
|
Bank of America
Charlotte,
North Carolina
|
USD 489 M
|
+USD 25.2 M
|
+416,792
|
+5%
|
|
|
2
|
State Street
Boston,
Massachusetts
|
USD 457 M
|
+USD 454 M
|
+7,500,000
|
Nuevas
|
|
|
3
|
|
USD 151 M
|
-USD 16.8 M
|
-276,911
|
-10%
|
|
|
4
|
Valmark Advisers
Akron,
Ohio
|
USD 129 M
|
-USD 369 k
|
-6,100
|
-0.3%
|
|
|
5
|
Tiedemann Advisors
New York
|
USD 104 M
|
+USD 91.4 M
|
+1,511,349
|
+794%
|
|
|
6
|
ETrade Capital Management
Arlington,
Virginia
|
USD 82 M
|
+USD 21.1 M
|
+348,178
|
+35%
|
|
|
7
|
Alta Advisers
London,
United Kingdom
|
USD 66.3 M
|
–
|
–
|
–
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
USD 65.7 M
|
+USD 1.8 M
|
+29,746
|
+3%
|
|
|
9
|
IndexIQ Advisors
New York
|
USD 59.3 M
|
-USD 4.51 M
|
-74,581
|
-7%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
USD 57 M
|
+USD 11.4 M
|
+187,899
|
+25%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
USD 44.5 M
|
-USD 240 k
|
-3,964
|
-0.5%
|
|
|
12
|
Madison Investment Holdings
Madison,
Wisconsin
|
USD 42.2 M
|
+USD 6.17 M
|
+102,001
|
+17%
|
|
|
13
|
BOK Financial Private Wealth
Denver,
Colorado
|
USD 42 M
|
-USD 10.7 M
|
-176,849
|
-20%
|
|
|
14
|
LPL Financial
San Diego,
California
|
USD 40.5 M
|
+USD 3.09 M
|
+51,145
|
+8%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
USD 40.3 M
|
+USD 27 M
|
+446,363
|
+208%
|
|
|
16
|
Pasadena Private Wealth
Pasadena,
California
|
USD 37.7 M
|
+USD 37.2 M
|
+614,049
|
+11,271%
|
|
|
17
|
M&T Bank
Buffalo,
New York
|
USD 35.6 M
|
-USD 3.23 M
|
-53,371
|
-8%
|
|
|
18
|
AE Wealth Management
Topeka,
Kansas
|
USD 34.7 M
|
+USD 23.7 M
|
+391,136
|
+219%
|
|
|
19
|
Baird Financial Group
Milwaukee,
Wisconsin
|
USD 34.2 M
|
+USD 25.8 M
|
+425,887
|
+315%
|
|
|
20
|
|
USD 34.2 M
|
-USD 4.36 M
|
-72,051
|
-11%
|
|
|
21
|
Simplicity Solutions
Minneapolis,
Minnesota
|
USD 34.1 M
|
+USD 22.7 M
|
+374,716
|
+203%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
USD 30.4 M
|
+USD 12.4 M
|
+204,304
|
+69%
|
|
|
23
|
Hancock Whitney
Gulfport,
Mississippi
|
USD 28.2 M
|
+USD 684 k
|
+11,297
|
+3%
|
|
|
24
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
USD 27.8 M
|
+USD 931 k
|
+15,390
|
+3%
|
|
|
25
|
Quattro Financial Advisors
The Woodlands,
Texas
|
USD 27.6 M
|
+USD 27.5 M
|
+454,353
|
Nuevas
|
|
