|
1
|
|
$679M
|
-$10.2M
|
-189,237
|
-1%
|
|
|
2
|
|
$532M
|
-$58.1M
|
-1,077,681
|
-10%
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$405M
|
+$9.51M
|
+176,297
|
+2%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$338M
|
+$17.1M
|
+317,013
|
+5%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$285M
|
+$43M
|
+797,722
|
+18%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$258M
|
+$16.3M
|
+302,286
|
+7%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$251M
|
-$32.4M
|
-601,289
|
-11%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$230M
|
+$867K
|
+16,075
|
+0.4%
|
|
|
9
|
TIAA FSB
Jacksonville,
Florida
|
$93.5M
|
+$1.9M
|
+35,264
|
+2%
|
|
|
10
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$69M
|
+$3.22M
|
+59,708
|
+5%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$68M
|
+$1.17M
|
+21,746
|
+2%
|
|
|
12
|
Fidelity International
Hamilton,
Bermuda
|
$64M
|
+$1.75M
|
+32,386
|
+3%
|
|
|
13
|
Allianz Asset Management
Munich,
Germany
|
$59.6M
|
+$16.7M
|
+309,286
|
+38%
|
|
|
14
|
Jordan Park Group
San Francisco,
California
|
$59.6M
|
+$2.94M
|
+54,524
|
+5%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$58M
|
-$330K
|
-6,117
|
-1%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$52.8M
|
-$104K
|
-1,922
|
-0.2%
|
|
|
17
|
Baystate Wealth Management
Boston,
Massachusetts
|
$46.6M
|
+$2.44M
|
+45,154
|
+5%
|
|
|
18
|
Commerce Bank
Kansas City,
Missouri
|
$37.3M
|
-$5.63M
|
-104,391
|
-13%
|
|
|
19
|
Fidelity Investments
Boston,
Massachusetts
|
$35.7M
|
-$1.54M
|
-28,502
|
-4%
|
|
|
20
|
United Capital Financial Advisors
Irving,
Texas
|
$29.4M
|
-$7.44M
|
-137,891
|
-20%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$29.4M
|
-$9.77M
|
-181,115
|
-25%
|
|
|
22
|
HSBC Holdings
London,
United Kingdom
|
$27.2M
|
+$2.59M
|
+48,034
|
+10%
|
|
|
23
|
Credit Suisse
Zurich,
Switzerland
|
$26.5M
|
+$25M
|
+464,000
|
+1,439%
|
|
|
24
|
Allen Investment Management
New York
|
$25M
|
+$17.6M
|
+326,701
|
+230%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$25M
|
-$433K
|
-8,019
|
-2%
|
|
