|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$910M
|
-$203M
|
-1,996,048
|
-19%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$547M
|
+$543M
|
+5,333,294
|
+175,034%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$408M
|
+$65M
|
+638,581
|
+19%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$386M
|
-$41.3M
|
-405,233
|
-10%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$329M
|
+$8.92M
|
+87,572
|
+3%
|
|
|
6
|
Wealthcare Capital Management
Richmond,
Virginia
|
$276M
|
-$2.32M
|
-22,806
|
-0.8%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$212M
|
+$26.7M
|
+261,953
|
+15%
|
|
|
8
|
|
$166M
|
-$180M
|
-1,768,790
|
-52%
|
|
|
9
|
|
$131M
|
+$13.8M
|
+135,505
|
+12%
|
|
|
10
|
State Street
Boston,
Massachusetts
|
$116M
|
+$46.6K
|
+458
|
+0%
|
|
|
11
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$103M
|
+$1.81M
|
+17,739
|
+2%
|
|
|
12
|
Madison Investment Holdings
Madison,
Wisconsin
|
$95.7M
|
-$24.9M
|
-244,568
|
-21%
|
|
|
13
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$94.1M
|
+$93.1M
|
+913,651
|
+22,279%
|
|
|
14
|
Saba Capital Management
New York
|
$91.7M
|
+$23.8M
|
+233,287
|
+35%
|
|
|
15
|
Brouwer & Janachowski
Mill Valley,
California
|
$89.9M
|
+$35M
|
+343,496
|
+64%
|
|
|
16
|
|
$80.1M
|
-$4.1M
|
-40,294
|
-5%
|
|
|
17
|
BNP Paribas Financial Markets
Paris,
France
|
$79.6M
|
+$53.6M
|
+526,729
|
+210%
|
|
|
18
|
AssetMark Inc
Concord,
California
|
$78.9M
|
-$17.9M
|
-175,599
|
-19%
|
|
|
19
|
Mizuho Trust & Banking
Tokyo,
Japan
|
$74.8M
|
+$20.4M
|
+200,000
|
+38%
|
|
|
20
|
SVA Wealth Management
Madison,
Wisconsin
|
$74.4M
|
+$73.9M
|
+725,678
|
New
|
|
|
21
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$72.4M
|
+$32.3M
|
+316,750
|
+81%
|
|
|
22
|
Peavine Capital
Reno,
Nevada
|
$71.3M
|
+$2.82M
|
+27,681
|
+4%
|
|
|
23
|
United Services Automobile Association
San Antonio,
Texas
|
$71.2M
|
+$6.31M
|
+61,988
|
+10%
|
|
|
24
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$69.9M
|
+$69.5M
|
+681,863
|
New
|
|
|
25
|
Synovus Financial
Columbus,
Georgia
|
$64.2M
|
+$2.48M
|
+24,366
|
+4%
|
|
