|
1
|
|
$107M
|
-$12.7M
|
-138,802
|
-11%
|
|
|
2
|
Forward Management
San Francisco,
California
|
$107M
|
+$23.5M
|
+256,569
|
+28%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$91.9M
|
-$21.1M
|
-231,104
|
-19%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$88.3M
|
+$12.4M
|
+135,406
|
+16%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$73.8M
|
+$8.07M
|
+88,263
|
+12%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$69.3M
|
+$34.8M
|
+380,333
|
+101%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$63.6M
|
+$7.88M
|
+86,135
|
+14%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$58.5M
|
-$5.57M
|
-60,903
|
-9%
|
|
|
9
|
United Capital Financial Advisors
Irving,
Texas
|
$56.4M
|
+$24.9M
|
+272,083
|
+79%
|
|
|
10
|
State Street
Boston,
Massachusetts
|
$43.4M
|
+$7.04M
|
+76,986
|
+19%
|
|
|
11
|
Biltmore Wealth Management
Tempe,
Arizona
|
$27.5M
|
-$18.7M
|
-204,539
|
-40%
|
|
|
12
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$25.5M
|
+$5.24M
|
+57,297
|
+26%
|
|
|
13
|
Freedom Investment Management
Hartford,
Connecticut
|
$24.9M
|
-$5.34M
|
-58,444
|
-18%
|
|
|
14
|
Bell Bank
Fargo,
North Dakota
|
$24.7M
|
+$24.7M
|
+270,040
|
New
|
|
|
15
|
IndexIQ Advisors
New York
|
$21.5M
|
-$8.38M
|
-91,638
|
-28%
|
|
|
16
|
PagnatoKarp Partners
Reston,
Virginia
|
$21.2M
|
-$7.08M
|
-77,451
|
-25%
|
|
|
17
|
SEI Investments
Oaks,
Pennsylvania
|
$20.7M
|
-$1.33M
|
-14,578
|
-6%
|
|
|
18
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$19.2M
|
+$19.1M
|
+208,886
|
+24,575%
|
|
|
19
|
Piershale Financial Group
Barrington,
Illinois
|
$16M
|
+$16M
|
+175,286
|
New
|
|
|
20
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$15.5M
|
+$311K
|
+3,402
|
+2%
|
|
|
21
|
United Asset Strategies
Garden City,
New York
|
$15.1M
|
+$1.05M
|
+11,452
|
+7%
|
|
|
22
|
Scotia Capital
Toronto,
Ontario, Canada
|
$14.2M
|
+$1.99M
|
+21,720
|
+16%
|
|
|
23
|
|
$13.9M
|
+$1.01M
|
+11,000
|
+8%
|
|
|
24
|
Portfolio Strategies (Washington)
Tacoma,
Washington
|
$10.6M
|
+$8.37M
|
+91,599
|
+381%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.01M
|
+$3.17M
|
+34,713
|
+66%
|
|
