|
1
|
Bank of America
Charlotte,
North Carolina
|
$44.7M
|
+$8.99M
|
+177,612
|
+26%
|
|
|
2
|
IndexIQ Advisors
New York
|
$29M
|
-$521K
|
-10,298
|
-2%
|
|
|
3
|
|
$16.2M
|
+$3.31M
|
+65,380
|
+26%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$13.3M
|
+$358K
|
+7,078
|
+3%
|
|
|
5
|
New York Life Investment Management
New York
|
$11.8M
|
+$248K
|
+4,906
|
+2%
|
|
|
6
|
United Services Automobile Association
San Antonio,
Texas
|
$9M
|
–
|
–
|
–
|
|
|
7
|
Aviva
London,
United Kingdom
|
$7.09M
|
-$2.13M
|
-42,146
|
-24%
|
|
|
8
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$6.83M
|
+$4.56M
|
+90,105
|
+218%
|
|
|
9
|
AFAM Capital
Austin,
Texas
|
$6.58M
|
+$1.5M
|
+29,711
|
+31%
|
|
|
10
|
M&T Bank
Buffalo,
New York
|
$5.18M
|
-$909K
|
-17,958
|
-15%
|
|
|
11
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$4.64M
|
+$4.51M
|
+89,171
|
New
|
|
|
12
|
Global Financial Private Capital
Sarasota,
Florida
|
$4.29M
|
+$221K
|
+4,375
|
+6%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$4.14M
|
+$3.41M
|
+67,358
|
+547%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.07M
|
-$88.6K
|
-1,750
|
-2%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.81M
|
-$306K
|
-6,052
|
-8%
|
|
|
16
|
Ballentine Partners
Waltham,
Massachusetts
|
$3.78M
|
+$159K
|
+3,139
|
+5%
|
|
|
17
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$3.36M
|
-$1.48M
|
-29,255
|
-31%
|
|
|
18
|
Alesco Advisors
Pittsford,
New York
|
$3.35M
|
-$269K
|
-5,309
|
-8%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$3.17M
|
+$70.8K
|
+1,399
|
+2%
|
|
|
20
|
Virtus Alternative Investment Advisers
Hartford,
Connecticut
|
$2.98M
|
-$1.63M
|
-32,146
|
-36%
|
|
|
21
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$2.74M
|
+$598K
|
+11,818
|
+29%
|
|
|
22
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$2.58M
|
+$130K
|
+2,577
|
+5%
|
|
|
23
|
Martin & Co
Knoxville,
Tennessee
|
$2.56M
|
+$208K
|
+4,120
|
+9%
|
|
|
24
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$2.54M
|
+$8.15K
|
+161
|
+0.3%
|
|
|
25
|
State Street
Boston,
Massachusetts
|
$2.42M
|
+$70.6K
|
+1,395
|
+3%
|
|
