|
1
|
Bank of America
Charlotte,
North Carolina
|
$210M
|
-$57.3M
|
-1,943,229
|
-21%
|
|
|
2
|
|
$66.4M
|
-$32M
|
-1,085,150
|
-32%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$64.3M
|
-$64.4M
|
-2,184,300
|
-49%
|
|
|
4
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$44.6M
|
+$45.7M
|
+1,550,014
|
+34,179%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$42.7M
|
-$2.56M
|
-86,841
|
-6%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$35.8M
|
+$17.2M
|
+583,482
|
+85%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$33.3M
|
-$6.76M
|
-229,310
|
-17%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$28.9M
|
+$4.11M
|
+139,484
|
+16%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$28.7M
|
-$4.61M
|
-156,219
|
-14%
|
|
|
10
|
BlackRock Investment Management
Wilmington,
Delaware
|
$27.2M
|
-$5.85M
|
-198,406
|
-17%
|
|
|
11
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$23.6M
|
+$3.2M
|
+108,664
|
+15%
|
|
|
12
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$21.1M
|
–
|
–
|
–
|
|
|
13
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$17.7M
|
-$1.19M
|
-40,418
|
-6%
|
|
|
14
|
BlackRock Fund Advisors
San Francisco,
California
|
$15M
|
+$3.51M
|
+118,871
|
+29%
|
|
|
15
|
Sentinel Asset Management
Montpelier,
Vermont
|
$12.2M
|
–
|
–
|
–
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$11.3M
|
+$7.32M
|
+248,340
|
+173%
|
|
|
17
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$9.01M
|
-$6.91M
|
-234,245
|
-43%
|
|
|
18
|
Klingman & Associates
New York
|
$8.53M
|
-$280K
|
-9,500
|
-3%
|
|
|
19
|
Linscomb Wealth
Houston,
Texas
|
$8.41M
|
+$233K
|
+7,905
|
+3%
|
|
|
20
|
First National Bank of Hutchinson
Hutchinson,
Kansas
|
$8.23M
|
+$257K
|
+8,704
|
+3%
|
|
|
21
|
AssetMark Inc
Concord,
California
|
$8.12M
|
+$992K
|
+33,651
|
+14%
|
|
|
22
|
Credit Suisse
Zurich,
Switzerland
|
$7.87M
|
-$5.5M
|
-186,524
|
-40%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.66M
|
-$2.61M
|
-88,413
|
-25%
|
|
|
24
|
Old Mission Capital
Chicago,
Illinois
|
$7.29M
|
+$6.93M
|
+235,118
|
+1,255%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$7.1M
|
-$324K
|
-10,978
|
-4%
|
|
