|
1
|
Wells Fargo
San Francisco,
California
|
$94.9M
|
+$20.1M
|
+325,588
|
+26%
|
|
|
2
|
Richard Bernstein Advisors
New York
|
$81.2M
|
+$8.37M
|
+135,760
|
+11%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$78.7M
|
-$4.54M
|
-73,616
|
-5%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$78.2M
|
+$2.59M
|
+42,075
|
+3%
|
|
|
5
|
Managed Account Advisors
Jersey City,
New Jersey
|
$69.3M
|
+$23M
|
+372,417
|
+47%
|
|
|
6
|
|
$56M
|
+$85.2K
|
+1,381
|
+0.1%
|
|
|
7
|
Private Ocean
San Rafael,
California
|
$30.1M
|
+$1.38M
|
+22,336
|
+5%
|
|
|
8
|
SEI Investments
Oaks,
Pennsylvania
|
$19M
|
+$6.6M
|
+106,982
|
+51%
|
|
|
9
|
Guggenheim Capital
Chicago,
Illinois
|
$16.4M
|
+$358K
|
+5,811
|
+2%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.3M
|
+$10.8M
|
+175,925
|
+183%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$14.1M
|
-$1.74M
|
-28,133
|
-11%
|
|
|
12
|
|
$13.7M
|
+$14.1M
|
+229,293
|
New
|
|
|
13
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$9.97M
|
+$1.53M
|
+24,786
|
+17%
|
|
|
14
|
BlackRock Advisors
Wilmington,
Delaware
|
$8.97M
|
–
|
–
|
–
|
|
|
15
|
|
$7.26M
|
+$2.51M
|
+40,704
|
+50%
|
|
|
16
|
Horizon Investments
Charlotte,
North Carolina
|
$7.13M
|
+$644K
|
+10,440
|
+10%
|
|
|
17
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$6.45M
|
+$1.13M
|
+18,363
|
+21%
|
|
|
18
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$4.97M
|
+$53.3K
|
+865
|
+1%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$4.78M
|
-$620K
|
-10,050
|
-11%
|
|
|
20
|
Nuveen
Charlotte,
North Carolina
|
$4.42M
|
–
|
–
|
–
|
|
|
21
|
Comerica Bank
Dallas,
Texas
|
$3.76M
|
+$1.92M
|
+31,195
|
+98%
|
|
|
22
|
First Allied Advisory Services
San Diego,
California
|
$3.71M
|
+$491K
|
+7,967
|
+15%
|
|
|
23
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$3.49M
|
–
|
–
|
–
|
|
|
24
|
Northwestern Mutual Investment Services
Milwaukee,
Wisconsin
|
$3.33M
|
+$578K
|
+9,364
|
+20%
|
|
|
25
|
Private Advisor Group
Morristown,
New Jersey
|
$3.3M
|
+$563K
|
+9,125
|
+20%
|
|
