|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$228M
|
+$64.8M
|
+1,838,661
|
+38%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$194M
|
-$84M
|
-2,383,084
|
-29%
|
|
|
3
|
|
$124M
|
+$129M
|
+3,653,354
|
New
|
|
|
4
|
|
$121M
|
-$29.6M
|
-840,718
|
-19%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$38.2M
|
+$6.88M
|
+195,222
|
+21%
|
|
|
6
|
SEI Investments
Oaks,
Pennsylvania
|
$35.2M
|
+$5.01M
|
+142,066
|
+16%
|
|
|
7
|
Personal Capital Advisors
Redwood City,
California
|
$27.5M
|
+$3.52M
|
+99,795
|
+14%
|
|
|
8
|
|
$18.3M
|
+$13.3M
|
+377,695
|
+236%
|
|
|
9
|
Guggenheim Capital
Chicago,
Illinois
|
$13.2M
|
-$306K
|
-8,667
|
-2%
|
|
|
10
|
|
$12.3M
|
–
|
–
|
–
|
|
|
11
|
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
|
$8.63M
|
+$1.34M
|
+37,968
|
+18%
|
|
|
12
|
Bluefin Capital Management
New York
|
$6.56M
|
+$2.06M
|
+58,465
|
+43%
|
|
|
13
|
Suntrust Banks
Atlanta,
Georgia
|
$5.74M
|
-$3.04M
|
-86,189
|
-34%
|
|
|
14
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$5.49M
|
+$2.82M
|
+79,951
|
+98%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$5.08M
|
+$485K
|
+13,750
|
+10%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$4.75M
|
+$2.27M
|
+64,425
|
+84%
|
|
|
17
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$4.52M
|
+$2.08M
|
+59,000
|
+80%
|
|
|
18
|
IndexIQ Advisors
New York
|
$4.14M
|
-$13.9M
|
-395,579
|
-76%
|
|
|
19
|
First Trust Advisors
Wheaton,
Illinois
|
$3.59M
|
+$1.16M
|
+32,953
|
+45%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.94M
|
+$121K
|
+3,444
|
+4%
|
|
|
21
|
LGL Partners
Philadelphia,
Pennsylvania
|
$2.49M
|
+$2.58M
|
+73,184
|
New
|
|
|
22
|
|
$2.05M
|
-$200K
|
-5,660
|
-9%
|
|
|
23
|
Nomura Asset Management
Tokyo,
Japan
|
$2M
|
+$405K
|
+11,500
|
+24%
|
|
|
24
|
Checchi Capital Advisers
Beverly Hills,
California
|
$1.99M
|
-$517K
|
-14,665
|
-20%
|
|
|
25
|
Twin Capital Management
Mcmurray,
Pennsylvania
|
$1.51M
|
+$1.56M
|
+44,300
|
New
|
|
