|
1
|
Bank of America
Charlotte,
North Carolina
|
$40.9M
|
+$2.34M
|
+50,305
|
+6%
|
|
|
2
|
IndexIQ Advisors
New York
|
$17.7M
|
-$2.33M
|
-50,135
|
-11%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$14.1M
|
-$295K
|
-6,335
|
-2%
|
|
|
4
|
|
$13.6M
|
-$3.68M
|
-78,945
|
-21%
|
|
|
5
|
New York Life Investment Management
New York
|
$11.5M
|
+$703K
|
+15,096
|
+6%
|
|
|
6
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$8.56M
|
+$485K
|
+10,420
|
+6%
|
|
|
7
|
United Services Automobile Association
San Antonio,
Texas
|
$7.38M
|
-$386K
|
-8,300
|
-5%
|
|
|
8
|
Aviva
London,
United Kingdom
|
$6.11M
|
–
|
–
|
–
|
|
|
9
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$5.57M
|
+$5.79M
|
+124,373
|
New
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.61M
|
+$585K
|
+12,571
|
+14%
|
|
|
11
|
M&T Bank
Buffalo,
New York
|
$4.46M
|
-$56.9K
|
-1,222
|
-1%
|
|
|
12
|
Global Financial Private Capital
Sarasota,
Florida
|
$4.22M
|
-$301K
|
-6,454
|
-6%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$3.99M
|
+$39.2K
|
+842
|
+1%
|
|
|
14
|
|
$3.9M
|
+$1.88M
|
+40,453
|
+87%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$3.41M
|
+$32.8K
|
+705
|
+0.9%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$3.37M
|
-$1.21M
|
-25,906
|
-26%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.28M
|
-$77.2K
|
-1,658
|
-2%
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$3.28M
|
+$861K
|
+18,493
|
+34%
|
|
|
19
|
Ballentine Partners
Waltham,
Massachusetts
|
$3.08M
|
+$633K
|
+13,594
|
+25%
|
|
|
20
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$3.05M
|
+$394K
|
+8,463
|
+14%
|
|
|
21
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$2.77M
|
+$136K
|
+2,918
|
+5%
|
|
|
22
|
Freestone Capital Holdings
Seattle,
Washington
|
$2.76M
|
+$1.61M
|
+34,485
|
+127%
|
|
|
23
|
Alesco Advisors
Pittsford,
New York
|
$2.69M
|
-$166K
|
-3,572
|
-6%
|
|
|
24
|
Virtus Alternative Investment Advisers
Hartford,
Connecticut
|
$2.57M
|
–
|
–
|
–
|
|
|
25
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$2.19M
|
–
|
–
|
–
|
|
