|
26
|
Wells Fargo
San Francisco,
California
|
$13M
|
-$4.35M
|
-70,517
|
-24%
|
|
|
27
|
Wellington Management Group
Boston,
Massachusetts
|
$12.5M
|
+$5.01M
|
+81,176
|
+62%
|
|
|
28
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.7M
|
+$2.21M
|
+35,810
|
+25%
|
|
|
29
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.5M
|
-$1.7M
|
-27,458
|
-13%
|
|
|
30
|
Appleton Group
Appleton,
Wisconsin
|
$10.4M
|
+$165K
|
+2,669
|
+2%
|
|
|
31
|
UBS Group
Zurich,
Switzerland
|
$10.3M
|
-$2.98M
|
-48,273
|
-22%
|
|
|
32
|
|
$9.54M
|
+$9.91M
|
+160,474
|
New
|
|
|
33
|
Parasol Investment Management
Westmont,
Illinois
|
$8.97M
|
-$560K
|
-9,070
|
-6%
|
|
|
34
|
First Midwest Bank Trust Division
Joliet,
Illinois
|
$8.96M
|
-$434K
|
-7,030
|
-4%
|
|
|
35
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$8.37M
|
-$371K
|
-6,000
|
-4%
|
|
|
36
|
Concert Wealth Management
San Jose,
California
|
$7.86M
|
+$8.16M
|
+132,054
|
New
|
|
|
37
|
Jackson Wealth Management
Lake Mary,
Florida
|
$7.23M
|
+$7.52M
|
+121,823
|
New
|
|
|
38
|
Huntington National Bank
Columbus,
Ohio
|
$6.96M
|
-$7.28M
|
-117,887
|
Closed
|
|
|
39
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.91M
|
+$650K
|
+10,523
|
+10%
|
|
|
40
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$6.53M
|
-$78.4K
|
-1,270
|
-1%
|
|
|
41
|
US Bancorp
Minneapolis,
Minnesota
|
$6.28M
|
-$840K
|
-13,606
|
-11%
|
|
|
42
|
Cornerstone Advisors (Washington)
Bellevue,
Washington
|
$6.12M
|
+$404K
|
+6,544
|
+7%
|
|
|
43
|
Schroder Investment Management Group
London,
United Kingdom
|
$6.1M
|
–
|
–
|
–
|
|
|
44
|
United Capital Financial Advisors
Irving,
Texas
|
$6M
|
+$1.49M
|
+24,079
|
+31%
|
|
|
45
|
Lombard Odier Transatlantic
Montreal,
Quebec, Canada
|
$5.35M
|
–
|
–
|
–
|
|
|
46
|
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
|
$5.06M
|
+$5.25M
|
+85,050
|
New
|
|
|
47
|
BlackRock Investment Management
Wilmington,
Delaware
|
$4.87M
|
+$4.19M
|
+67,795
|
+482%
|
|
|
48
|
Genesis Wealth Advisors
Braintree,
Massachusetts
|
$4.83M
|
+$986K
|
+15,968
|
+24%
|
|
|
49
|
Parkwood LLC
Cleveland,
Ohio
|
$4.65M
|
+$4.83M
|
+78,144
|
New
|
|
|
50
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$4.42M
|
+$113K
|
+1,823
|
+3%
|
|
