|
1
|
|
$597M
|
+$8.86M
|
+180,715
|
+2%
|
|
|
2
|
|
$538M
|
-$109M
|
-2,221,051
|
-17%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$278M
|
+$8.98M
|
+183,270
|
+3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$252M
|
+$5.08M
|
+103,612
|
+2%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$249M
|
-$33.4M
|
-680,614
|
-12%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$245M
|
+$24.7M
|
+503,834
|
+12%
|
|
|
7
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$172M
|
-$112M
|
-2,287,463
|
-40%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$136M
|
+$10.3M
|
+209,778
|
+8%
|
|
|
9
|
TIAA FSB
Jacksonville,
Florida
|
$92.5M
|
+$1.85M
|
+37,714
|
+2%
|
|
|
10
|
Appaloosa LP
Short Hills,
New Jersey
|
$75.2M
|
+$4.25M
|
+86,626
|
+6%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$53.3M
|
+$8.2M
|
+167,190
|
+19%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$49.4M
|
+$8.91M
|
+181,837
|
+23%
|
|
|
13
|
Baystate Wealth Management
Boston,
Massachusetts
|
$45.5M
|
+$1.69M
|
+34,502
|
+4%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$44.4M
|
+$23.3M
|
+475,590
|
+116%
|
|
|
15
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$44.3M
|
-$26.8M
|
-545,959
|
-38%
|
|
|
16
|
Allen Investment Management
New York
|
$42.7M
|
-$19.3M
|
-394,534
|
-32%
|
|
|
17
|
Choreo LLC
Rockford,
Illinois
|
$32.1M
|
-$1.46M
|
-29,688
|
-4%
|
|
|
18
|
Fidelity Investments
Boston,
Massachusetts
|
$30.7M
|
-$1.28M
|
-26,175
|
-4%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$30.5M
|
+$2.13M
|
+43,348
|
+8%
|
|
|
20
|
Fidelity International
Hamilton,
Bermuda
|
$27.3M
|
+$2.56M
|
+52,221
|
+11%
|
|
|
21
|
United Capital Financial Advisors
Irving,
Texas
|
$24.6M
|
+$22.9M
|
+466,409
|
+1,957%
|
|
|
22
|
D.J. St. Germain
Springfield,
Massachusetts
|
$24.5M
|
-$306K
|
-6,234
|
-1%
|
|
|
23
|
VCU Investment Management
Richmond,
Virginia
|
$23.6M
|
+$23M
|
+470,128
|
New
|
|
|
24
|
Carlson Capital
Dallas,
Texas
|
$23.4M
|
-$7.9M
|
-161,040
|
-26%
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$22.3M
|
-$18M
|
-367,613
|
-45%
|
|
