|
1
|
Windhaven Investment Management
Boston,
Massachusetts
|
$881M
|
+$262M
|
+2,453,137
|
+42%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$546M
|
+$12.3M
|
+115,654
|
+2%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$515M
|
-$49.7M
|
-466,371
|
-9%
|
|
|
4
|
United Services Automobile Association
San Antonio,
Texas
|
$376M
|
+$17.6M
|
+165,380
|
+5%
|
|
|
5
|
Wealthcare Capital Management
Richmond,
Virginia
|
$360M
|
-$6.73M
|
-63,156
|
-2%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$267M
|
-$532M
|
-4,986,265
|
-66%
|
|
|
7
|
|
$152M
|
-$24.3M
|
-227,579
|
-14%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$149M
|
-$123M
|
-1,150,871
|
-45%
|
|
|
9
|
Madison Investment Holdings
Madison,
Wisconsin
|
$119M
|
-$32.6M
|
-305,588
|
-21%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$105M
|
+$28.5M
|
+267,364
|
+37%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$99.5M
|
+$45.6M
|
+428,028
|
+84%
|
|
|
12
|
|
$73.8M
|
-$26.4M
|
-247,822
|
-26%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$66.5M
|
+$4.55M
|
+42,714
|
+7%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$66.5M
|
+$31.7M
|
+297,796
|
+90%
|
|
|
15
|
Peavine Capital
Reno,
Nevada
|
$64.6M
|
+$5.66M
|
+53,072
|
+9%
|
|
|
16
|
Itau USA Asset Management
New York
|
$57.3M
|
-$9.81M
|
-91,991
|
-14%
|
|
|
17
|
|
$57.3M
|
+$25.3M
|
+237,601
|
+78%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$54.5M
|
+$12.2M
|
+114,170
|
+28%
|
|
|
19
|
Credit Suisse
Zurich,
Switzerland
|
$53.3M
|
-$246M
|
-2,310,631
|
-82%
|
|
|
20
|
Arrow Investment Advisors
Laurel,
Maryland
|
$46.5M
|
+$17.6M
|
+164,988
|
+60%
|
|
|
21
|
|
$45M
|
–
|
–
|
–
|
|
|
22
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$42.9M
|
–
|
–
|
–
|
|
|
23
|
WBI Investments
Red Bank,
New Jersey
|
$40.6M
|
-$27.9M
|
-262,117
|
-41%
|
|
|
24
|
CIBC World Market
Toronto,
Ontario, Canada
|
$39M
|
-$47.3M
|
-443,653
|
-55%
|
|
|
25
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$37.2M
|
+$37.6M
|
+352,298
|
New
|
|
