|
1
|
Bank of America
Charlotte,
North Carolina
|
$356M
|
-$12.2M
|
-354,984
|
-3%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$259M
|
-$102M
|
-2,951,373
|
-27%
|
|
|
3
|
|
$148M
|
+$3.36M
|
+97,557
|
+2%
|
|
|
4
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$80.1M
|
-$241K
|
-6,988
|
-0.3%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$76.7M
|
-$2.89M
|
-84,054
|
-3%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$60.7M
|
-$10.9M
|
-317,803
|
-14%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$59.1M
|
-$10M
|
-291,805
|
-14%
|
|
|
8
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$48.4M
|
+$2.61M
|
+75,898
|
+5%
|
|
|
9
|
BlackRock Investment Management
Wilmington,
Delaware
|
$37.7M
|
-$6.49M
|
-188,675
|
-14%
|
|
|
10
|
Gray Financial Group
Atlanta,
Georgia
|
$32.3M
|
-$1.47M
|
-42,806
|
-4%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$28.7M
|
+$1.21M
|
+35,176
|
+4%
|
|
|
12
|
BlackRock Fund Advisors
San Francisco,
California
|
$26M
|
-$13.7M
|
-397,213
|
-33%
|
|
|
13
|
Managed Account Advisors
Jersey City,
New Jersey
|
$25.3M
|
+$3.74M
|
+108,537
|
+16%
|
|
|
14
|
Curian Capital
Denver,
Colorado
|
$25.2M
|
+$10.8M
|
+314,474
|
+68%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$24.4M
|
+$7.77M
|
+225,752
|
+43%
|
|
|
16
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$23.7M
|
+$8.05M
|
+234,000
|
+47%
|
|
|
17
|
Credit Suisse
Zurich,
Switzerland
|
$23.6M
|
+$5.56M
|
+161,611
|
+28%
|
|
|
18
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$20.5M
|
+$938K
|
+27,261
|
+4%
|
|
|
19
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$20.5M
|
+$718K
|
+20,855
|
+3%
|
|
|
20
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$18.7M
|
+$19.9M
|
+579,054
|
New
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.5M
|
+$570K
|
+16,572
|
+4%
|
|
|
22
|
AssetMark Inc
Concord,
California
|
$14.4M
|
+$593K
|
+17,224
|
+4%
|
|
|
23
|
Sentinel Asset Management
Montpelier,
Vermont
|
$13.7M
|
–
|
–
|
–
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$12.9M
|
+$3.85M
|
+111,811
|
+39%
|
|
|
25
|
First Allied Advisory Services
San Diego,
California
|
$11.5M
|
+$10.8M
|
+314,556
|
+755%
|
|
