|
1
|
|
$565M
|
+$146M
|
+2,985,750
|
+30%
|
|
|
2
|
|
$512M
|
-$48.5M
|
-988,763
|
-8%
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$249M
|
-$92.4M
|
-1,883,498
|
-25%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$247M
|
+$40.2M
|
+820,291
|
+17%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$234M
|
-$47.6M
|
-969,719
|
-15%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$215M
|
+$11.4M
|
+231,413
|
+5%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$191M
|
+$3.06M
|
+62,290
|
+1%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$109M
|
-$139M
|
-2,839,770
|
-53%
|
|
|
9
|
TIAA FSB
Jacksonville,
Florida
|
$78.9M
|
+$2.76M
|
+56,166
|
+3%
|
|
|
10
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$62.4M
|
+$6.66M
|
+135,717
|
+10%
|
|
|
11
|
Appaloosa LP
Short Hills,
New Jersey
|
$61.7M
|
+$69.3M
|
+1,413,374
|
New
|
|
|
12
|
Allen Investment Management
New York
|
$54.4M
|
+$38.1M
|
+777,113
|
+166%
|
|
|
13
|
Baystate Wealth Management
Boston,
Massachusetts
|
$43.2M
|
+$339K
|
+6,909
|
+0.8%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$39.1M
|
-$18.6M
|
-378,174
|
-30%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$35.4M
|
+$19.1M
|
+388,421
|
+92%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$35.1M
|
-$9.09M
|
-185,245
|
-19%
|
|
|
17
|
Choreo LLC
Rockford,
Illinois
|
$29.2M
|
+$28.4M
|
+579,949
|
+646%
|
|
|
18
|
Fidelity Investments
Boston,
Massachusetts
|
$27.9M
|
-$1.5M
|
-30,498
|
-5%
|
|
|
19
|
Carlson Capital
Dallas,
Texas
|
$27.4M
|
+$30.7M
|
+626,780
|
New
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$24.5M
|
-$2.04M
|
-41,603
|
-7%
|
|
|
21
|
Simon Quick Advisors
Morristown,
New Jersey
|
$23M
|
+$17.1M
|
+348,301
|
+196%
|
|
|
22
|
D.J. St. Germain
Springfield,
Massachusetts
|
$21.6M
|
+$4.99M
|
+101,772
|
+26%
|
|
|
23
|
Fidelity International
Hamilton,
Bermuda
|
$21.5M
|
-$34.6M
|
-706,311
|
-59%
|
|
|
24
|
Chickasaw Capital Management
Memphis,
Tennessee
|
$20.8M
|
+$23.1M
|
+471,750
|
+12,333%
|
|
|
25
|
|
$20.2M
|
+$8.59M
|
+175,096
|
+61%
|
|
