|
1
|
UBS Group
Zurich,
Switzerland
|
$542M
|
-$41.9M
|
-374,119
|
-7%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$479M
|
-$112M
|
-999,188
|
-19%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$478M
|
-$87M
|
-776,715
|
-15%
|
|
|
4
|
Wealthcare Capital Management
Richmond,
Virginia
|
$389M
|
+$6.74M
|
+60,149
|
+2%
|
|
|
5
|
Windhaven Investment Management
Boston,
Massachusetts
|
$375M
|
-$111M
|
-990,738
|
-23%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$369M
|
+$42M
|
+374,590
|
+13%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$278M
|
+$167M
|
+1,485,868
|
+148%
|
|
|
8
|
|
$213M
|
-$4.97M
|
-44,352
|
-2%
|
|
|
9
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$149M
|
+$1.07M
|
+9,525
|
+0.7%
|
|
|
10
|
Madison Investment Holdings
Madison,
Wisconsin
|
$139M
|
+$28.9M
|
+257,437
|
+26%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$110M
|
-$1.04M
|
-9,323
|
-0.9%
|
|
|
12
|
United Services Automobile Association
San Antonio,
Texas
|
$77.2M
|
-$242M
|
-2,159,828
|
-76%
|
|
|
13
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$76.2M
|
+$5.1M
|
+45,500
|
+7%
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$65.2M
|
-$5.75M
|
-51,315
|
-8%
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$63.5M
|
+$63.6M
|
+567,236
|
New
|
|
|
16
|
1607 Capital Partners
Richmond,
Virginia
|
$62.4M
|
+$30.7M
|
+273,990
|
+96%
|
|
|
17
|
Peavine Capital
Reno,
Nevada
|
$60.5M
|
-$6.31M
|
-56,316
|
-9%
|
|
|
18
|
Synovus Financial
Columbus,
Georgia
|
$59.7M
|
+$36.7M
|
+327,426
|
+159%
|
|
|
19
|
AssetMark Inc
Concord,
California
|
$57.2M
|
-$130K
|
-1,161
|
-0.2%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$53.2M
|
-$10.6M
|
-94,749
|
-17%
|
|
|
21
|
|
$47.7M
|
–
|
–
|
–
|
|
|
22
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$43.5M
|
-$325K
|
-2,898
|
-0.7%
|
|
|
23
|
|
$40.6M
|
-$14.2M
|
-127,060
|
-26%
|
|
|
24
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$39.1M
|
-$615K
|
-5,490
|
-2%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$35.3M
|
-$5.25M
|
-46,862
|
-13%
|
|
