|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$412M
|
+$656K
|
+23,764
|
+33%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$79.4M
|
-$22.7M
|
-823,171
|
-22%
|
|
|
3
|
People's United Financial
Bridgeport,
Connecticut
|
$63.8M
|
+$2.02M
|
+73,207
|
+3%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$52.8M
|
-$12.6M
|
-457,038
|
-19%
|
|
|
5
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$48.4M
|
+$605K
|
+21,916
|
+1%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$42.6M
|
-$5.23M
|
-189,151
|
-11%
|
|
|
7
|
Checchi Capital Advisers
Beverly Hills,
California
|
$30.5M
|
+$2.63M
|
+95,022
|
+9%
|
|
|
8
|
|
$22.9M
|
-$6.26M
|
-226,512
|
-21%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$19.8M
|
+$573K
|
+20,753
|
+3%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.7M
|
-$3.09M
|
-111,902
|
-14%
|
|
|
11
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$18.1M
|
-$166K
|
-6,000
|
-0.9%
|
|
|
12
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$17.3M
|
+$403K
|
+14,601
|
+2%
|
|
|
13
|
Leuthold Group
Minneapolis,
Minnesota
|
$15.5M
|
-$292K
|
-10,565
|
-2%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$12.9M
|
-$1.93M
|
-69,714
|
-13%
|
|
|
15
|
|
$12.1M
|
-$7.57M
|
-273,860
|
-38%
|
|
|
16
|
|
$9.33M
|
+$2.26M
|
+81,864
|
+32%
|
|
|
17
|
Monroe Bank & Trust
Monroe,
Michigan
|
$8.01M
|
+$99.1K
|
+3,589
|
+1%
|
|
|
18
|
Pure Financial Advisors
San Diego,
California
|
$7.48M
|
+$7.55M
|
+273,331
|
New
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$7.34M
|
-$2.75M
|
-99,380
|
-27%
|
|
|
20
|
State Street
Boston,
Massachusetts
|
$7.06M
|
+$353K
|
+12,767
|
+5%
|
|
|
21
|
Prudential Financial
Newark,
New Jersey
|
$6.25M
|
+$682K
|
+24,700
|
+12%
|
|
|
22
|
CreativeOne Wealth
Overland Park,
Kansas
|
$6.22M
|
+$704K
|
+25,497
|
+13%
|
|
|
23
|
Peak Financial Management
Wellesley,
Massachusetts
|
$5.47M
|
+$5.52M
|
+199,707
|
New
|
|
|
24
|
Fairview Capital Investment Management
Greenbrae,
California
|
$4.35M
|
+$825K
|
+29,850
|
+23%
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
$4.35M
|
+$65K
|
+2,354
|
+2%
|
|
