|
1
|
Wells Fargo
San Francisco,
California
|
$135M
|
+$35.4M
|
+1,148,858
|
+33%
|
|
|
2
|
Vicus Capital
State College,
Pennsylvania
|
$16M
|
+$991K
|
+32,140
|
+6%
|
|
|
3
|
Advisory Research
Chicago,
Illinois
|
$11.7M
|
+$12.5M
|
+403,930
|
New
|
|
|
4
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$7.47M
|
-$175K
|
-5,677
|
-2%
|
|
|
5
|
Aspiriant LLC
Los Angeles,
California
|
$6.75M
|
+$7.17M
|
+232,613
|
New
|
|
|
6
|
Eagle Global Advisors
Houston,
Texas
|
$6.55M
|
-$1.71M
|
-55,500
|
-20%
|
|
|
7
|
Congress Asset Management
Boston,
Massachusetts
|
$6.42M
|
-$4.47M
|
-145,002
|
-40%
|
|
|
8
|
Bridgewater Wealth & Financial Management
Bethesda,
Maryland
|
$3.04M
|
+$3.24M
|
+104,912
|
New
|
|
|
9
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$3.02M
|
+$422K
|
+13,675
|
+15%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.69M
|
+$2.86M
|
+92,751
|
New
|
|
|
11
|
Parametric Portfolio Associates
Seattle,
Washington
|
$2.43M
|
+$20.6K
|
+669
|
+0.8%
|
|
|
12
|
Stephens Inc
Little Rock,
Arkansas
|
$1.73M
|
+$157K
|
+5,087
|
+9%
|
|
|
13
|
Natixis Advisors
Boston,
Massachusetts
|
$1.61M
|
-$2.72M
|
-88,192
|
-61%
|
|
|
14
|
Credit Suisse
Zurich,
Switzerland
|
$1.41M
|
+$267K
|
+8,664
|
+22%
|
|
|
15
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$1.03M
|
+$41.8K
|
+1,357
|
+4%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$1M
|
+$42.7K
|
+1,385
|
+4%
|
|
|
17
|
Placemark Investments
Chicago,
Illinois
|
$800K
|
+$118K
|
+3,841
|
+16%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$788K
|
+$6.17K
|
+200
|
+0.7%
|
|
|
19
|
First Allied Advisory Services
San Diego,
California
|
$316K
|
+$334K
|
+10,844
|
New
|
|
|
20
|
Aureus Asset Management
Boston,
Massachusetts
|
$302K
|
+$321K
|
+10,425
|
New
|
|
|
21
|
Baird
Milwaukee,
Wisconsin
|
$267K
|
–
|
–
|
–
|
|
|
22
|
Yellowstone Partners
Idaho Falls,
Idaho
|
$216K
|
+$230K
|
+7,444
|
New
|
|
|
23
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$192K
|
+$78.7K
|
+2,552
|
+63%
|
|
|
24
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$131K
|
-$57.8K
|
-1,876
|
-29%
|
|
|
25
|
SignatureFD
Atlanta,
Georgia
|
$46K
|
–
|
–
|
–
|
|
