|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$245M
|
+$39.9M
|
+904,985
|
+20%
|
|
|
2
|
|
$119M
|
+$33.2M
|
+754,915
|
+39%
|
|
|
3
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$63.7M
|
+$420K
|
+9,548
|
+0.7%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$53.6M
|
+$15.9M
|
+361,994
|
+43%
|
|
|
5
|
FundX Investment Group
San Francisco,
California
|
$45.5M
|
+$45.2M
|
+1,027,277
|
New
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$42.1M
|
+$11.6M
|
+264,118
|
+39%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$35.8M
|
-$89.5K
|
-2,033
|
-0.3%
|
|
|
8
|
HSBC Holdings
London,
United Kingdom
|
$23M
|
-$3.26M
|
-74,043
|
-13%
|
|
|
9
|
EFG Asset Management (Americas)
Miami,
Florida
|
$20.9M
|
+$2.6M
|
+59,042
|
+14%
|
|
|
10
|
Arrow Investment Advisors
Laurel,
Maryland
|
$18.5M
|
+$18.4M
|
+418,255
|
New
|
|
|
11
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$18M
|
+$17.9M
|
+405,819
|
New
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.6M
|
+$2.32M
|
+52,625
|
+16%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$16.2M
|
+$12.4M
|
+282,603
|
+338%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$12.3M
|
+$3.04M
|
+68,976
|
+33%
|
|
|
15
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$12.1M
|
+$12M
|
+272,786
|
New
|
|
|
16
|
Stelac Advisory Services
New York
|
$11.9M
|
-$77.1K
|
-1,751
|
-0.6%
|
|
|
17
|
|
$10.4M
|
-$1.62M
|
-36,849
|
-14%
|
|
|
18
|
Round Table Services
Westfield,
New Jersey
|
$9.24M
|
+$73.9K
|
+1,678
|
+0.8%
|
|
|
19
|
CKW Financial Group
Honolulu,
Hawaii
|
$8.97M
|
+$703K
|
+15,962
|
+9%
|
|
|
20
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$8.38M
|
+$1.28M
|
+29,115
|
+18%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.74M
|
+$3.26M
|
+74,101
|
+74%
|
|
|
22
|
Synovus Financial
Columbus,
Georgia
|
$7.67M
|
-$722K
|
-16,399
|
-9%
|
|
|
23
|
Fidelity International
Hamilton,
Bermuda
|
$7.28M
|
-$500K
|
-11,363
|
-6%
|
|
|
24
|
Silvercrest Asset Management
New York
|
$7.24M
|
–
|
–
|
–
|
|
|
25
|
Mariner
Overland Park,
Kansas
|
$7.23M
|
-$63.7K
|
-1,447
|
-0.9%
|
|
