|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$306M
|
+$53M
|
+1,536,095
|
+23%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$228M
|
+$15M
|
+435,445
|
+8%
|
|
|
3
|
|
$125M
|
-$6.81M
|
-197,444
|
-6%
|
|
|
4
|
SEI Investments
Oaks,
Pennsylvania
|
$55.3M
|
+$15.5M
|
+449,920
|
+43%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$52.8M
|
+$10.3M
|
+297,793
|
+27%
|
|
|
6
|
Personal Capital Advisors
Redwood City,
California
|
$38M
|
+$7.34M
|
+212,784
|
+26%
|
|
|
7
|
Discovery Capital Management
South Norwalk,
Connecticut
|
$33.5M
|
+$31.1M
|
+900,000
|
New
|
|
|
8
|
|
$24M
|
+$3.69M
|
+106,908
|
+20%
|
|
|
9
|
Guggenheim Capital
Chicago,
Illinois
|
$12.8M
|
-$1.52M
|
-44,147
|
-11%
|
|
|
10
|
IndexIQ Advisors
New York
|
$12.5M
|
+$7.36M
|
+213,348
|
+175%
|
|
|
11
|
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
|
$9.81M
|
+$346K
|
+10,016
|
+4%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$8.19M
|
+$2.45M
|
+70,848
|
+47%
|
|
|
13
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$7.79M
|
+$5.99M
|
+173,650
|
+486%
|
|
|
14
|
Suntrust Banks
Atlanta,
Georgia
|
$5.59M
|
-$637K
|
-18,471
|
-11%
|
|
|
15
|
Park Avenue Securities
New York
|
$5.38M
|
+$5.02M
|
+145,489
|
New
|
|
|
16
|
LPL Financial
San Diego,
California
|
$4.79M
|
-$317K
|
-9,172
|
-7%
|
|
|
17
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$4.1M
|
-$780K
|
-22,600
|
-17%
|
|
|
18
|
|
$3.84M
|
+$3.56M
|
+103,210
|
New
|
|
|
19
|
Brookstone Capital Management
Wheaton,
Illinois
|
$2.94M
|
+$2.73M
|
+79,069
|
New
|
|
|
20
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$2.89M
|
-$2.89M
|
-83,836
|
-52%
|
|
|
21
|
Nomura Asset Management
Tokyo,
Japan
|
$2.66M
|
+$431K
|
+12,500
|
+21%
|
|
|
22
|
Accuvest Global Advisors
Provo,
Utah
|
$2.21M
|
+$2.05M
|
+59,445
|
New
|
|
|
23
|
Checchi Capital Advisers
Beverly Hills,
California
|
$2.16M
|
-$12.3K
|
-355
|
-0.6%
|
|
|
24
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$2M
|
+$1.85M
|
+53,650
|
+20,169%
|
|
|
25
|
LGL Partners
Philadelphia,
Pennsylvania
|
$1.88M
|
-$786K
|
-22,761
|
-31%
|
|
