|
1
|
Bank of America
Charlotte,
North Carolina
|
$597M
|
-$34.6M
|
-312,578
|
-6%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$590M
|
+$11.7M
|
+106,239
|
+2%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$570M
|
-$94.8M
|
-856,799
|
-15%
|
|
|
4
|
Windhaven Investment Management
Boston,
Massachusetts
|
$491M
|
-$398M
|
-3,598,663
|
-45%
|
|
|
5
|
Wealthcare Capital Management
Richmond,
Virginia
|
$385M
|
+$8.7M
|
+78,701
|
+2%
|
|
|
6
|
United Services Automobile Association
San Antonio,
Texas
|
$322M
|
-$21.2M
|
-191,597
|
-6%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$310M
|
+$112M
|
+1,008,318
|
+54%
|
|
|
8
|
|
$220M
|
-$58M
|
-524,517
|
-21%
|
|
|
9
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$149M
|
+$146M
|
+1,318,849
|
New
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$113M
|
+$16.7M
|
+150,875
|
+18%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$112M
|
+$3.06M
|
+27,665
|
+3%
|
|
|
12
|
Madison Investment Holdings
Madison,
Wisconsin
|
$111M
|
+$9.47M
|
+85,594
|
+10%
|
|
|
13
|
Credit Suisse
Zurich,
Switzerland
|
$90M
|
+$16.8M
|
+151,737
|
+24%
|
|
|
14
|
|
$90M
|
-$30.4M
|
-274,838
|
-26%
|
|
|
15
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$71.8M
|
+$70.3M
|
+635,673
|
New
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$71.7M
|
+$5.09M
|
+46,006
|
+8%
|
|
|
17
|
WBI Investments
Red Bank,
New Jersey
|
$70.3M
|
-$2.84M
|
-25,639
|
-4%
|
|
|
18
|
Peavine Capital
Reno,
Nevada
|
$67.4M
|
+$10.8M
|
+97,261
|
+19%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$65.3M
|
-$91.2M
|
-824,940
|
-59%
|
|
|
20
|
AssetMark Inc
Concord,
California
|
$57.8M
|
+$10.8M
|
+97,471
|
+24%
|
|
|
21
|
|
$55.3M
|
+$6.26M
|
+56,628
|
+13%
|
|
|
22
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$53.1M
|
-$24.2M
|
-218,890
|
-32%
|
|
|
23
|
CIBC World Market
Toronto,
Ontario, Canada
|
$48.7M
|
-$31.3M
|
-283,198
|
-40%
|
|
|
24
|
Arrow Investment Advisors
Laurel,
Maryland
|
$48.3M
|
-$5.9M
|
-53,333
|
-11%
|
|
|
25
|
|
$48.1M
|
–
|
–
|
–
|
|
