|
1
|
Bank of America
Charlotte,
North Carolina
|
$101M
|
+$49.5M
|
+1,000,464
|
+85%
|
|
|
2
|
|
$51.4M
|
+$10.3M
|
+209,154
|
+23%
|
|
|
3
|
|
$39.9M
|
+$335K
|
+6,764
|
+0.8%
|
|
|
4
|
|
$26.4M
|
+$475K
|
+9,598
|
+2%
|
|
|
5
|
|
$24.8M
|
-$1.17M
|
-23,582
|
-4%
|
|
|
6
|
William Blair & Company
Chicago,
Illinois
|
$18.8M
|
–
|
–
|
–
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$17.2M
|
-$7.71M
|
-155,970
|
-30%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$15.1M
|
+$2.19M
|
+44,340
|
+16%
|
|
|
9
|
Trillium Asset Management
Boston,
Massachusetts
|
$14.5M
|
+$13.7M
|
+277,034
|
+780%
|
|
|
10
|
|
$12.4M
|
+$13.1M
|
+264,638
|
+8,953%
|
|
|
11
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$11.8M
|
+$686K
|
+13,868
|
+6%
|
|
|
12
|
Bank of New York Mellon
New York
|
$10.9M
|
+$1.48M
|
+29,884
|
+15%
|
|
|
13
|
US Bancorp
Minneapolis,
Minnesota
|
$10.4M
|
-$759K
|
-15,348
|
-6%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$10.3M
|
-$1.44M
|
-29,016
|
-12%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.98M
|
+$81.5K
|
+1,648
|
+0.9%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$6.52M
|
+$306K
|
+6,180
|
+5%
|
|
|
17
|
Suntrust Banks
Atlanta,
Georgia
|
$6.48M
|
-$1.74M
|
-35,216
|
-20%
|
|
|
18
|
Personal Capital Advisors
Redwood City,
California
|
$6.12M
|
+$2.07M
|
+41,930
|
+47%
|
|
|
19
|
|
$5.68M
|
+$2.74M
|
+55,336
|
+83%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.21M
|
+$4.96M
|
+100,276
|
+846%
|
|
|
21
|
Frontier Wealth Management
Kansas City,
Missouri
|
$5.17M
|
+$346K
|
+7,000
|
+7%
|
|
|
22
|
Patriot Wealth Management
Houston,
Texas
|
$4.76M
|
-$74.8K
|
-1,512
|
-1%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.53M
|
+$1.22M
|
+24,604
|
+34%
|
|
|
24
|
SEI Investments
Oaks,
Pennsylvania
|
$3.8M
|
+$344K
|
+6,964
|
+9%
|
|
|
25
|
Mariner
Overland Park,
Kansas
|
$3.67M
|
+$112K
|
+2,258
|
+3%
|
|
