|
1
|
Bank of America
Charlotte,
North Carolina
|
$361M
|
+$303M
|
+11,394,568
|
+442%
|
|
|
2
|
|
$146M
|
+$87M
|
+3,277,926
|
+138%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$106M
|
+$76.8M
|
+2,892,231
|
+237%
|
|
|
4
|
|
$94M
|
+$43.2M
|
+1,626,522
|
+81%
|
|
|
5
|
BlackRock Advisors
Wilmington,
Delaware
|
$91.4M
|
+$4.96M
|
+186,817
|
+6%
|
|
|
6
|
Fidelity Investments
Boston,
Massachusetts
|
$84.2M
|
-$9.38M
|
-353,425
|
-10%
|
|
|
7
|
M&T Bank
Buffalo,
New York
|
$76.1M
|
+$31.6M
|
+1,189,162
|
+68%
|
|
|
8
|
Franklin Resources
San Mateo,
California
|
$60.2M
|
-$12M
|
-453,680
|
-16%
|
|
|
9
|
Credit Suisse
Zurich,
Switzerland
|
$46.6M
|
-$14.5M
|
-544,658
|
-23%
|
|
|
10
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$39.9M
|
+$41M
|
+1,544,279
|
New
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$39.1M
|
+$7.85M
|
+295,706
|
+24%
|
|
|
12
|
|
$36.4M
|
+$37.3M
|
+1,405,183
|
+43,626%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$35.1M
|
+$1.89M
|
+71,245
|
+5%
|
|
|
14
|
|
$34.3M
|
-$22.9M
|
-860,862
|
-39%
|
|
|
15
|
Natixis Advisors
Boston,
Massachusetts
|
$28.1M
|
-$10.3M
|
-389,287
|
-26%
|
|
|
16
|
SEI Investments
Oaks,
Pennsylvania
|
$27.2M
|
+$18.4M
|
+693,655
|
+193%
|
|
|
17
|
BlackRock Investment Management
Wilmington,
Delaware
|
$26.8M
|
+$3.4M
|
+127,965
|
+14%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$24.3M
|
+$13.7M
|
+516,295
|
+122%
|
|
|
19
|
Permanens Capital
New York
|
$21.4M
|
-$831K
|
-31,293
|
-4%
|
|
|
20
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$21.4M
|
+$21.9M
|
+826,512
|
New
|
|
|
21
|
Harvest Capital Management
Concord,
New Hampshire
|
$13.2M
|
-$145K
|
-5,454
|
-1%
|
|
|
22
|
Icon Advisers
Greenwood Village,
Colorado
|
$12.8M
|
+$13.1M
|
+495,000
|
New
|
|
|
23
|
Richard C. Young & Co
Newport,
Rhode Island
|
$11.9M
|
+$12.2M
|
+461,030
|
New
|
|
|
24
|
Telemus Capital
Southfield,
Michigan
|
$11.5M
|
+$10.2M
|
+385,058
|
+619%
|
|
|
25
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$10.9M
|
+$10.2M
|
+382,320
|
+956%
|
|
