|
1
|
Bank of America
Charlotte,
North Carolina
|
$807M
|
-$18.5M
|
-293,101
|
-2%
|
|
|
2
|
|
$195M
|
+$20.1M
|
+317,599
|
+12%
|
|
|
3
|
|
$156M
|
+$205K
|
+3,248
|
+0.1%
|
|
|
4
|
Fidelity Investments
Boston,
Massachusetts
|
$150M
|
+$14.1M
|
+223,361
|
+11%
|
|
|
5
|
Wharton Business Group
Malvern,
Pennsylvania
|
$146M
|
-$109K
|
-1,720
|
-0.1%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$103M
|
+$32M
|
+506,734
|
+46%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$86.6M
|
-$21.6M
|
-341,056
|
-20%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$50.9M
|
-$1.11M
|
-17,512
|
-2%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$43M
|
+$1.62M
|
+25,537
|
+4%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$42.3M
|
-$5.74M
|
-90,719
|
-12%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$40.8M
|
-$1M
|
-15,833
|
-2%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$34.8M
|
+$34M
|
+538,354
|
+7,956%
|
|
|
13
|
RhumbLine Advisers
Boston,
Massachusetts
|
$24.6M
|
-$418K
|
-6,610
|
-2%
|
|
|
14
|
|
$21.6M
|
+$170K
|
+2,690
|
+0.8%
|
|
|
15
|
Raymond James Financial
St Petersburg,
Florida
|
$17.8M
|
-$29.5K
|
-467
|
-0.2%
|
|
|
16
|
Burkett Financial Services
Rock Hill,
South Carolina
|
$17.8M
|
+$233K
|
+3,690
|
+1%
|
|
|
17
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$17.2M
|
-$964K
|
-15,249
|
-5%
|
|
|
18
|
Securian Asset Management
St Paul,
Minnesota
|
$16.2M
|
+$680K
|
+10,750
|
+4%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$15.5M
|
+$5.23M
|
+82,623
|
+52%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.4M
|
+$3.24M
|
+51,215
|
+27%
|
|
|
21
|
SimplyRich
Carlsbad,
California
|
$14.9M
|
-$1.25M
|
-19,741
|
-8%
|
|
|
22
|
Banco Santander
Madrid,
Spain
|
$14M
|
-$2.84M
|
-44,852
|
-17%
|
|
|
23
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$13.4M
|
-$222K
|
-3,512
|
-2%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13.3M
|
-$3.78M
|
-59,794
|
-22%
|
|
|
25
|
Brio Consultants
San Francisco,
California
|
$12.6M
|
+$29.9K
|
+472
|
+0.2%
|
|
