|
1
|
|
$1.51B
|
-$54.2M
|
-1,699,432
|
-3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$579M
|
-$20.1M
|
-630,652
|
-3%
|
|
|
3
|
United Capital Financial Advisors
Irving,
Texas
|
$220M
|
+$7.93M
|
+248,822
|
+4%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$202M
|
+$195M
|
+6,118,302
|
+1,921%
|
|
|
5
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$117M
|
-$3.24M
|
-101,818
|
-3%
|
|
|
6
|
|
$110M
|
+$1.2M
|
+37,571
|
+1%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$103M
|
-$7.26M
|
-227,791
|
-6%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$84.8M
|
-$3.12M
|
-97,957
|
-4%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$82.3M
|
-$3.37M
|
-105,724
|
-4%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$80.7M
|
-$10.5M
|
-328,191
|
-11%
|
|
|
11
|
BOK Financial Private Wealth
Denver,
Colorado
|
$67.2M
|
-$3.9M
|
-122,480
|
-5%
|
|
|
12
|
Comerica Bank
Dallas,
Texas
|
$53.1M
|
-$13.8M
|
-432,980
|
-21%
|
|
|
13
|
Financial Advisory Group
Houston,
Texas
|
$52.5M
|
+$102K
|
+3,187
|
+0.2%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$49.7M
|
-$8.95M
|
-281,020
|
-15%
|
|
|
15
|
Jordan Park Group
San Francisco,
California
|
$46.4M
|
+$309K
|
+9,695
|
+0.7%
|
|
|
16
|
CKW Financial Group
Honolulu,
Hawaii
|
$44.7M
|
+$1.65M
|
+51,691
|
+4%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$43M
|
-$2.63M
|
-82,435
|
-6%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$40.6M
|
+$7.42M
|
+232,871
|
+22%
|
|
|
19
|
Madison Investment Holdings
Madison,
Wisconsin
|
$36.5M
|
+$37M
|
+1,161,017
|
New
|
|
|
20
|
Blankinship & Foster
Solana Beach,
California
|
$35.4M
|
-$361K
|
-11,316
|
-1%
|
|
|
21
|
WESCAP Management Group
Glendale,
California
|
$32.5M
|
-$836K
|
-26,228
|
-2%
|
|
|
22
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$30.7M
|
-$6.42M
|
-201,623
|
-17%
|
|
|
23
|
IndexIQ Advisors
New York
|
$26.9M
|
-$11.5M
|
-360,059
|
-30%
|
|
|
24
|
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
$24.4M
|
-$12.4M
|
-388,573
|
-33%
|
|
|
25
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$23.5M
|
+$44.7K
|
+1,402
|
+0.2%
|
|
