|
1
|
Bank of America
Charlotte,
North Carolina
|
$635M
|
+$42.9M
|
+676,187
|
+7%
|
|
|
2
|
SEI Investments
Oaks,
Pennsylvania
|
$230M
|
+$21M
|
+330,542
|
+10%
|
|
|
3
|
|
$167M
|
+$170M
|
+2,677,713
|
New
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$114M
|
+$13.5M
|
+212,020
|
+13%
|
|
|
5
|
|
$74.2M
|
+$13.1M
|
+205,928
|
+21%
|
|
|
6
|
Jordan Park Group
San Francisco,
California
|
$73.4M
|
+$45.5M
|
+717,700
|
+157%
|
|
|
7
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$63.7M
|
+$5.28M
|
+83,285
|
+9%
|
|
|
8
|
NorthCoast Asset Management
Greenwich,
Connecticut
|
$59.6M
|
+$1.55M
|
+24,368
|
+3%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$56.2M
|
-$1.1M
|
-17,288
|
-2%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$51.3M
|
+$5.27M
|
+82,995
|
+11%
|
|
|
11
|
American Family Insurance Mutual Holding
Madison,
Wisconsin
|
$47.7M
|
–
|
–
|
–
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$44M
|
+$5.54M
|
+87,308
|
+14%
|
|
|
13
|
D.A. Davidson & Co
Great Falls,
Montana
|
$36.8M
|
+$1.33M
|
+20,916
|
+4%
|
|
|
14
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$34.5M
|
+$4.48M
|
+70,656
|
+15%
|
|
|
15
|
Newfleet Asset Management
Hartford,
Connecticut
|
$27.1M
|
-$22.7M
|
-358,354
|
-45%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$24.7M
|
+$6.31M
|
+99,396
|
+34%
|
|
|
17
|
Fidelity Investments
Boston,
Massachusetts
|
$21.3M
|
+$573K
|
+9,033
|
+3%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$20.8M
|
-$5.02M
|
-79,186
|
-19%
|
|
|
19
|
Private Ocean
San Rafael,
California
|
$20.4M
|
+$17.2M
|
+271,198
|
+495%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$17.9M
|
+$1.8M
|
+28,357
|
+11%
|
|
|
21
|
PFS Investments
Duluth,
Georgia
|
$17.9M
|
+$4.41M
|
+69,557
|
+32%
|
|
|
22
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$16.9M
|
+$17.1M
|
+270,113
|
New
|
|
|
23
|
Proficio Capital Partners
Newton,
Massachusetts
|
$16.1M
|
+$15.8M
|
+249,647
|
+2,909%
|
|
|
24
|
Focused Wealth Management
Newburgh,
New York
|
$16M
|
+$2.03M
|
+31,945
|
+14%
|
|
|
25
|
Guggenheim Capital
Chicago,
Illinois
|
$15.1M
|
-$1.24M
|
-19,560
|
-7%
|
|
