|
1
|
Windhaven Investment Management
Boston,
Massachusetts
|
$713M
|
-$41.1M
|
-381,350
|
-5%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$506M
|
+$145M
|
+1,347,365
|
+41%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$504M
|
+$22.9M
|
+211,812
|
+5%
|
|
|
4
|
Wealthcare Capital Management
Richmond,
Virginia
|
$345M
|
+$18.7M
|
+173,160
|
+6%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$324M
|
+$75.5M
|
+699,784
|
+31%
|
|
|
6
|
United Services Automobile Association
San Antonio,
Texas
|
$281M
|
+$13.8M
|
+127,909
|
+5%
|
|
|
7
|
Madison Investment Holdings
Madison,
Wisconsin
|
$143M
|
+$143M
|
+1,322,017
|
New
|
|
|
8
|
|
$130M
|
-$22.4M
|
-207,272
|
-15%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$124M
|
-$1.85M
|
-17,166
|
-1%
|
|
|
10
|
WBI Investments
Red Bank,
New Jersey
|
$124M
|
+$123M
|
+1,140,824
|
New
|
|
|
11
|
Credit Suisse
Zurich,
Switzerland
|
$111M
|
-$14.6M
|
-135,317
|
-12%
|
|
|
12
|
City National Bank
Beverly Hills,
Delaware
|
$73.8M
|
+$19.6M
|
+181,311
|
+36%
|
|
|
13
|
AssetMark Inc
Concord,
California
|
$67.7M
|
-$35.7M
|
-331,207
|
-35%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$54.6M
|
+$14.1M
|
+130,433
|
+35%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$53.2M
|
-$51M
|
-473,021
|
-49%
|
|
|
16
|
|
$46.2M
|
–
|
–
|
–
|
|
|
17
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$44.6M
|
+$890K
|
+8,251
|
+2%
|
|
|
18
|
New York Life Investment Management
New York
|
$41.6M
|
+$27.4M
|
+254,103
|
+195%
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$41.5M
|
+$13.6M
|
+125,732
|
+49%
|
|
|
20
|
Aviance Capital Management
Sarasota,
Florida
|
$40.6M
|
+$40.4M
|
+374,451
|
New
|
|
|
21
|
|
$37.6M
|
+$4.9M
|
+45,431
|
+15%
|
|
|
22
|
Convergent Wealth Advisors
Potomac,
Maryland
|
$36.3M
|
-$14.4M
|
-133,555
|
-28%
|
|
|
23
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$35M
|
-$191K
|
-1,772
|
-0.5%
|
|
|
24
|
Hays Advisory
Franklin,
Tennessee
|
$34.4M
|
+$1.57M
|
+14,533
|
+5%
|
|
|
25
|
Arrow Investment Advisors
Laurel,
Maryland
|
$33.2M
|
-$1.93M
|
-17,903
|
-6%
|
|
