|
1
|
Bank of America
Charlotte,
North Carolina
|
$33.5M
|
+$2.97M
|
+70,395
|
+10%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$13.2M
|
-$9.2M
|
-217,836
|
-42%
|
|
|
3
|
Hilltop Partners
Mishawaka,
Indiana
|
$6.19M
|
+$662K
|
+15,675
|
+13%
|
|
|
4
|
|
$5.72M
|
-$9.23M
|
-218,560
|
-63%
|
|
|
5
|
Syon Capital
San Francisco,
California
|
$3.21M
|
-$152K
|
-3,602
|
-5%
|
|
|
6
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$2.12M
|
+$1.38M
|
+32,769
|
+215%
|
|
|
7
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$2.12M
|
+$1.42M
|
+33,559
|
+232%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.41M
|
-$1.17M
|
-27,711
|
-47%
|
|
|
9
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$1.39M
|
+$248K
|
+5,864
|
+23%
|
|
|
10
|
Nilsine Partners
Greenwood Village,
Colorado
|
$1.36M
|
-$25.3K
|
-599
|
-2%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$1.32M
|
+$340K
|
+8,057
|
+37%
|
|
|
12
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$1.24M
|
-$49K
|
-1,160
|
-4%
|
|
|
13
|
Mercer Global Advisors
Denver,
Colorado
|
$1.22M
|
-$149K
|
-3,538
|
-11%
|
|
|
14
|
NorthRock Partners
Minneapolis,
Minnesota
|
$1.05M
|
+$999K
|
+23,656
|
New
|
|
|
15
|
Clear Creek Financial Management
Silverdale,
Washington
|
$879K
|
-$82.4K
|
-1,951
|
-9%
|
|
|
16
|
Fisher Asset Management
Camas,
Washington
|
$819K
|
+$781K
|
+18,505
|
New
|
|
|
17
|
HSBC Holdings
London,
United Kingdom
|
$752K
|
-$19.8K
|
-468
|
-3%
|
|
|
18
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$675K
|
-$58.1K
|
-1,376
|
-8%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$641K
|
+$9.79K
|
+232
|
+2%
|
|
|
20
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$605K
|
+$12.3K
|
+292
|
+2%
|
|
|
21
|
Bank of New York Mellon
New York
|
$559K
|
+$260K
|
+6,148
|
+95%
|
|
|
22
|
Mutual Advisors
Omaha,
Nebraska
|
$522K
|
-$1.39M
|
-33,040
|
-74%
|
|
|
23
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$464K
|
+$102K
|
+2,410
|
+30%
|
|
|
24
|
Advisors Asset Management
Monument,
Colorado
|
$457K
|
+$1.05K
|
+25
|
+0.2%
|
|
|
25
|
|
$326K
|
+$86.9K
|
+2,059
|
+39%
|
|
