|
1
|
UBS Group
Zurich,
Switzerland
|
$149M
|
-$97.6M
|
-3,719,207
|
-40%
|
|
|
2
|
People's United Financial
Bridgeport,
Connecticut
|
$65.8M
|
+$32.2K
|
+1,228
|
+0%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$58.7M
|
-$3.12M
|
-118,854
|
-5%
|
|
|
4
|
Leuthold Group
Minneapolis,
Minnesota
|
$46.5M
|
+$3.14M
|
+119,602
|
+7%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$41M
|
-$89.9M
|
-3,427,697
|
-69%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$34M
|
-$4.41M
|
-168,226
|
-12%
|
|
|
7
|
|
$28.1M
|
-$4.36M
|
-166,030
|
-14%
|
|
|
8
|
Voya Financial Advisors
Windsor,
Connecticut
|
$26M
|
-$14M
|
-532,434
|
-35%
|
|
|
9
|
Freedom Investment Management
Hartford,
Connecticut
|
$25.6M
|
+$16.8M
|
+639,467
|
+199%
|
|
|
10
|
FDx Advisors
Chicago,
Illinois
|
$24.2M
|
-$14.7M
|
-561,584
|
-38%
|
|
|
11
|
Checchi Capital Advisers
Beverly Hills,
California
|
$20.9M
|
+$658K
|
+25,068
|
+3%
|
|
|
12
|
Panagora Asset Management
Boston,
Massachusetts
|
$19.1M
|
-$455K
|
-17,343
|
-2%
|
|
|
13
|
AssetMark Inc
Concord,
California
|
$18.3M
|
-$18.7M
|
-713,444
|
-51%
|
|
|
14
|
Windham Capital Management
Boston,
Massachusetts
|
$17.9M
|
-$17.4M
|
-663,364
|
-50%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.6M
|
+$420K
|
+16,018
|
+3%
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$13.7M
|
-$12.1M
|
-461,282
|
-47%
|
|
|
17
|
Pure Financial Advisors
San Diego,
California
|
$13.1M
|
+$461K
|
+17,571
|
+4%
|
|
|
18
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$8.85M
|
+$8.69M
|
+331,109
|
New
|
|
|
19
|
Monroe Bank & Trust
Monroe,
Michigan
|
$7.52M
|
+$85.5K
|
+3,260
|
+1%
|
|
|
20
|
|
$7.37M
|
+$803K
|
+30,608
|
+12%
|
|
|
21
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$5.91M
|
+$91.5K
|
+3,488
|
+2%
|
|
|
22
|
|
$5.88M
|
+$3.87M
|
+147,657
|
+202%
|
|
|
23
|
Allegis Investment Advisors
Idaho Falls,
Idaho
|
$5.45M
|
+$914K
|
+34,858
|
+21%
|
|
|
24
|
Frontier Wealth Management
Kansas City,
Missouri
|
$5.09M
|
-$2.9M
|
-110,538
|
-37%
|
|
|
25
|
Nan Shan Life Insurance
Taipei City,
Taiwan
|
$4.8M
|
–
|
–
|
–
|
|
