|
1
|
|
$651M
|
-$195M
|
-3,848,474
|
-23%
|
|
|
2
|
|
$557M
|
-$31.5M
|
-621,594
|
-5%
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$375M
|
+$376M
|
+7,416,202
|
New
|
|
|
4
|
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
|
$327M
|
+$328M
|
+6,473,603
|
New
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$304M
|
+$12.1M
|
+238,187
|
+4%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$267M
|
-$28.9M
|
-570,306
|
-10%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$229M
|
+$42.8M
|
+844,212
|
+23%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$229M
|
+$16.6M
|
+327,588
|
+8%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$217M
|
+$2.43M
|
+47,886
|
+1%
|
|
|
10
|
TIAA FSB
Jacksonville,
Florida
|
$86.6M
|
+$2.77M
|
+54,611
|
+3%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$63.2M
|
+$10M
|
+197,512
|
+19%
|
|
|
12
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$62.3M
|
+$62.5M
|
+1,233,260
|
New
|
|
|
13
|
Fidelity International
Hamilton,
Bermuda
|
$58.9M
|
+$3.8M
|
+74,886
|
+7%
|
|
|
14
|
Jordan Park Group
San Francisco,
California
|
$53.6M
|
+$52.5M
|
+1,036,178
|
+4,035%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$50M
|
+$5.14M
|
+101,337
|
+11%
|
|
|
16
|
Baystate Wealth Management
Boston,
Massachusetts
|
$41.9M
|
+$1.04M
|
+20,589
|
+3%
|
|
|
17
|
Allianz Asset Management
Munich,
Germany
|
$40.8M
|
+$30.5M
|
+601,969
|
+293%
|
|
|
18
|
Commerce Bank
Kansas City,
Missouri
|
$40.5M
|
+$887K
|
+17,504
|
+2%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$37M
|
+$34.5M
|
+679,759
|
+1,295%
|
|
|
20
|
Fidelity Investments
Boston,
Massachusetts
|
$35.2M
|
-$947K
|
-18,672
|
-3%
|
|
|
21
|
United Capital Financial Advisors
Irving,
Texas
|
$34.8M
|
+$34.6M
|
+682,790
|
+10,353%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$30.9M
|
-$1.88M
|
-37,140
|
-6%
|
|
|
23
|
Graham Capital Management
Rowayton,
Connecticut
|
$27.6M
|
+$10.5M
|
+207,496
|
+61%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$24M
|
-$1.16M
|
-22,867
|
-5%
|
|
|
25
|
HSBC Holdings
London,
United Kingdom
|
$23.3M
|
+$2.02M
|
+39,854
|
+9%
|
|
