|
1
|
Avantax Planning Partners
Dubuque,
Iowa
|
$127M
|
+$2.04M
|
+66,637
|
+2%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$85M
|
-$2.24M
|
-73,082
|
-3%
|
|
|
3
|
Alesco Advisors
Pittsford,
New York
|
$80.8M
|
+$3.98M
|
+130,169
|
+5%
|
|
|
4
|
|
$69.1M
|
+$7.78M
|
+254,487
|
+13%
|
|
|
5
|
KeyBank National Association
Cleveland,
Ohio
|
$60.6M
|
+$1.64M
|
+53,528
|
+3%
|
|
|
6
|
Valmark Advisers
Akron,
Ohio
|
$60.1M
|
+$1.83M
|
+59,964
|
+3%
|
|
|
7
|
MCF Advisors
Covington,
Kentucky
|
$53.3M
|
+$3.83M
|
+125,249
|
+8%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$46.1M
|
-$2.1M
|
-68,695
|
-4%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$44.9M
|
-$8.38M
|
-274,078
|
-16%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$41.6M
|
-$15.6M
|
-510,671
|
-27%
|
|
|
11
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$33.1M
|
+$5.82M
|
+190,109
|
+21%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$29.2M
|
+$27.4M
|
+895,506
|
+1,554%
|
|
|
13
|
State Street
Boston,
Massachusetts
|
$27.4M
|
+$10.2M
|
+333,443
|
+59%
|
|
|
14
|
IndexIQ Advisors
New York
|
$22.7M
|
+$2.81M
|
+91,875
|
+14%
|
|
|
15
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$22.7M
|
-$9.82K
|
-321
|
-0%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$22.5M
|
+$12.6M
|
+412,280
|
+128%
|
|
|
17
|
|
$21.6M
|
-$1.28M
|
-41,894
|
-6%
|
|
|
18
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$20.5M
|
-$74.9K
|
-2,450
|
-0.4%
|
|
|
19
|
Capital One Financial
Mclean,
Virginia
|
$19.9M
|
-$5.27M
|
-172,194
|
-21%
|
|
|
20
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$19.7M
|
+$1.34M
|
+43,912
|
+7%
|
|
|
21
|
Astor Investment Management
Chicago,
Illinois
|
$18M
|
-$1.36M
|
-44,610
|
-7%
|
|
|
22
|
UBP Investment Advisors
Geneva,
Switzerland
|
$17.5M
|
+$7.38M
|
+241,154
|
+73%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.3M
|
-$1.3M
|
-42,413
|
-7%
|
|
|
24
|
WESCAP Management Group
Glendale,
California
|
$17.2M
|
+$221K
|
+7,217
|
+1%
|
|
|
25
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$15.6M
|
-$249K
|
-8,125
|
-2%
|
|
