|
1
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$194M
|
+$30.3M
|
+358,808
|
+18%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$44.8M
|
+$13.7M
|
+161,902
|
+42%
|
|
|
3
|
PFS Investments
Duluth,
Georgia
|
$31.6M
|
+$2.49M
|
+29,486
|
+8%
|
|
|
4
|
Sage Advisory Services
Austin,
Texas
|
$29.2M
|
+$2.92M
|
+34,562
|
+11%
|
|
|
5
|
Wharton Business Group
Malvern,
Pennsylvania
|
$26.7M
|
+$27.6M
|
+326,082
|
New
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$25.7M
|
-$10.9M
|
-128,724
|
-29%
|
|
|
7
|
Tolleson Wealth Management
Dallas,
Texas
|
$20.9M
|
+$954K
|
+11,284
|
+5%
|
|
|
8
|
|
$12.8M
|
-$835K
|
-9,881
|
-6%
|
|
|
9
|
DZ Bank
Frankfurt Am Main,
Germany
|
$11.5M
|
+$5.8M
|
+68,580
|
+97%
|
|
|
10
|
FDx Advisors
Chicago,
Illinois
|
$10.1M
|
-$790K
|
-9,351
|
-7%
|
|
|
11
|
Mercer Global Advisors
Denver,
Colorado
|
$9.86M
|
-$12.8M
|
-150,878
|
-56%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.5M
|
+$7.59M
|
+89,734
|
+344%
|
|
|
13
|
|
$9.17M
|
-$2.04M
|
-24,190
|
-18%
|
|
|
14
|
Frontier Asset Management
Sheridan,
Wyoming
|
$8.33M
|
+$8.58M
|
+101,548
|
New
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$8.29M
|
-$626K
|
-7,407
|
-7%
|
|
|
16
|
Summit Trail Advisors
New York
|
$8.27M
|
+$768K
|
+9,085
|
+10%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$4.57M
|
-$1.32M
|
-15,665
|
-22%
|
|
|
18
|
Prudential Financial
Newark,
New Jersey
|
$4.28M
|
+$4.41M
|
+52,120
|
New
|
|
|
19
|
Park Avenue Securities
New York
|
$3.7M
|
+$537K
|
+6,353
|
+16%
|
|
|
20
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$3.65M
|
+$3.76M
|
+44,534
|
New
|
|
|
21
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$3.35M
|
+$3.45M
|
+40,859
|
New
|
|
|
22
|
DRW Securities
Chicago,
Illinois
|
$3.17M
|
–
|
–
|
–
|
|
|
23
|
Parametric Portfolio Associates
Seattle,
Washington
|
$3.09M
|
-$2.46M
|
-29,052
|
-44%
|
|
|
24
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.88M
|
-$1.92M
|
-22,663
|
-39%
|
|
|
25
|
Edge Capital Group
Atlanta,
Georgia
|
$2.81M
|
–
|
–
|
–
|
|
