|
1
|
Wells Fargo
San Francisco,
California
|
$66.2M
|
+$24.7M
|
+577,444
|
+58%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$51.6M
|
+$5.57M
|
+130,081
|
+12%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$42.8M
|
+$1.94M
|
+45,371
|
+5%
|
|
|
4
|
|
$42.4M
|
+$743K
|
+17,349
|
+2%
|
|
|
5
|
Morningstar Investment Services
Chicago,
Illinois
|
$42.3M
|
+$1.45M
|
+33,801
|
+3%
|
|
|
6
|
Managed Account Advisors
Jersey City,
New Jersey
|
$33.9M
|
+$2.85M
|
+66,527
|
+9%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$27.3M
|
-$3.97M
|
-92,752
|
-13%
|
|
|
8
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$20M
|
+$8.61M
|
+201,207
|
+73%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.6M
|
-$5.3M
|
-123,748
|
-24%
|
|
|
10
|
|
$13.2M
|
-$6.75M
|
-157,687
|
-33%
|
|
|
11
|
Wellington Management Group
Boston,
Massachusetts
|
$9.91M
|
–
|
–
|
–
|
|
|
12
|
Argent Capital Management
St Louis,
Missouri
|
$9.78M
|
+$5.31M
|
+124,135
|
+114%
|
|
|
13
|
Credit Suisse
Zurich,
Switzerland
|
$7.76M
|
-$198K
|
-4,620
|
-2%
|
|
|
14
|
Bank of New York Mellon
New York
|
$7.22M
|
+$391K
|
+9,129
|
+6%
|
|
|
15
|
|
$6.73M
|
+$1.7M
|
+39,814
|
+33%
|
|
|
16
|
Old National Bancorp
Evansville,
Indiana
|
$6.35M
|
+$6.48M
|
+151,456
|
New
|
|
|
17
|
AssetMark Inc
Concord,
California
|
$6.13M
|
+$1.43M
|
+33,362
|
+30%
|
|
|
18
|
State Street
Boston,
Massachusetts
|
$4.5M
|
-$3.27M
|
-76,357
|
-42%
|
|
|
19
|
Baird
Milwaukee,
Wisconsin
|
$4.05M
|
+$367K
|
+8,583
|
+10%
|
|
|
20
|
|
$4.04M
|
-$35.2K
|
-822
|
-0.8%
|
|
|
21
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$3.87M
|
+$1.87M
|
+43,755
|
+90%
|
|
|
22
|
PVG Asset Management
Golden,
Colorado
|
$3.87M
|
-$8.5M
|
-198,659
|
-68%
|
|
|
23
|
Pring Turner Capital Group
Alamo,
California
|
$3.64M
|
-$321K
|
-7,500
|
-8%
|
|
|
24
|
Coastline Trust
Providence,
Rhode Island
|
$3.57M
|
+$1.16M
|
+27,128
|
+47%
|
|
|
25
|
United Capital Financial Advisors
Irving,
Texas
|
$3.42M
|
-$1.21M
|
-28,320
|
-28%
|
|
