|
1
|
Bank of America
Charlotte,
North Carolina
|
$465M
|
+$16.8M
|
+155,979
|
+4%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$433M
|
-$77.5M
|
-721,755
|
-15%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$393M
|
-$55.9M
|
-520,580
|
-12%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$364M
|
+$14.1M
|
+131,253
|
+4%
|
|
|
5
|
Wealthcare Capital Management
Richmond,
Virginia
|
$316M
|
-$49.1M
|
-457,214
|
-13%
|
|
|
6
|
Windhaven Investment Management
Boston,
Massachusetts
|
$281M
|
-$72.4M
|
-674,207
|
-20%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$157M
|
+$55.8M
|
+519,039
|
+53%
|
|
|
8
|
Investure LLC
Charlottesville,
Virginia
|
$154M
|
+$158M
|
+1,470,848
|
New
|
|
|
9
|
Madison Investment Holdings
Madison,
Wisconsin
|
$153M
|
+$23.6M
|
+219,328
|
+18%
|
|
|
10
|
|
$125M
|
-$76.3M
|
-710,652
|
-37%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$85.6M
|
+$26.7M
|
+248,946
|
+44%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$71.8M
|
+$18.7M
|
+174,532
|
+34%
|
|
|
13
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$68.1M
|
+$7.13M
|
+66,340
|
+11%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$64.7M
|
-$201M
|
-1,870,035
|
-75%
|
|
|
15
|
United Services Automobile Association
San Antonio,
Texas
|
$62.6M
|
-$9.95M
|
-92,598
|
-13%
|
|
|
16
|
Synovus Financial
Columbus,
Georgia
|
$57.7M
|
+$1.83M
|
+17,065
|
+3%
|
|
|
17
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$53.9M
|
-$87.4M
|
-814,004
|
-61%
|
|
|
18
|
1607 Capital Partners
Richmond,
Virginia
|
$51M
|
-$7.7M
|
-71,700
|
-13%
|
|
|
19
|
BlackRock Advisors
Wilmington,
Delaware
|
$50.4M
|
+$51.7M
|
+481,117
|
+48,111,700%
|
|
|
20
|
Peavine Capital
Reno,
Nevada
|
$46M
|
-$11M
|
-101,949
|
-19%
|
|
|
21
|
|
$45M
|
+$44.4M
|
+413,231
|
+2,594%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$44.8M
|
-$5.55M
|
-51,629
|
-11%
|
|
|
23
|
|
$44.7M
|
–
|
–
|
–
|
|
|
24
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$37.8M
|
+$1.21M
|
+11,245
|
+3%
|
|
|
25
|
Aveo Capital Partners
Englewood,
Colorado
|
$37.4M
|
+$38.3M
|
+356,794
|
New
|
|
