|
1
|
Bank of America
Charlotte,
North Carolina
|
$45.9M
|
+$810K
|
+15,265
|
+2%
|
|
|
2
|
IndexIQ Advisors
New York
|
$29.3M
|
-$56K
|
-1,056
|
-0.2%
|
|
|
3
|
|
$19.1M
|
+$2.73M
|
+51,375
|
+16%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$16.6M
|
+$3.16M
|
+59,586
|
+23%
|
|
|
5
|
New York Life Investment Management
New York
|
$12.4M
|
+$472K
|
+8,892
|
+4%
|
|
|
6
|
Mackay Shields LLC
New York
|
$12.4M
|
+$12.5M
|
+236,418
|
New
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$10.4M
|
+$10.5M
|
+198,464
|
New
|
|
|
8
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$9.39M
|
+$2.52M
|
+47,435
|
+36%
|
|
|
9
|
United Services Automobile Association
San Antonio,
Texas
|
$9.08M
|
–
|
–
|
–
|
|
|
10
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$7.71M
|
+$3.05M
|
+57,532
|
+65%
|
|
|
11
|
AFAM Capital
Austin,
Texas
|
$7.71M
|
+$1.08M
|
+20,283
|
+16%
|
|
|
12
|
Aviva
London,
United Kingdom
|
$7.05M
|
–
|
–
|
–
|
|
|
13
|
M&T Bank
Buffalo,
New York
|
$5.29M
|
+$64.9K
|
+1,222
|
+1%
|
|
|
14
|
Global Financial Private Capital
Sarasota,
Florida
|
$4.9M
|
+$576K
|
+10,857
|
+13%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$4.86M
|
+$1.68M
|
+31,646
|
+52%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.71M
|
+$792K
|
+14,928
|
+19%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.44M
|
+$596K
|
+11,222
|
+15%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$4.39M
|
+$214K
|
+4,035
|
+5%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$3.85M
|
+$1.56M
|
+29,422
|
+67%
|
|
|
20
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$3.59M
|
+$832K
|
+15,680
|
+30%
|
|
|
21
|
Alesco Advisors
Pittsford,
New York
|
$3.24M
|
-$134K
|
-2,531
|
-4%
|
|
|
22
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$3.09M
|
-$312K
|
-5,873
|
-9%
|
|
|
23
|
Virtus Alternative Investment Advisers
Hartford,
Connecticut
|
$3.01M
|
–
|
–
|
–
|
|
|
24
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$2.87M
|
+$266K
|
+5,015
|
+10%
|
|
|
25
|
Ballentine Partners
Waltham,
Massachusetts
|
$2.85M
|
-$978K
|
-18,436
|
-25%
|
|
