|
1
|
Wells Fargo
San Francisco,
California
|
$65.5M
|
+$51.1M
|
+2,784,303
|
+312%
|
|
|
2
|
|
$52.2M
|
-$49.3M
|
-2,689,771
|
-48%
|
|
|
3
|
Lazard Asset Management
New York
|
$26.4M
|
–
|
–
|
–
|
|
|
4
|
Suntrust Banks
Atlanta,
Georgia
|
$21.8M
|
+$794K
|
+43,277
|
+4%
|
|
|
5
|
Morningstar Investment Services
Chicago,
Illinois
|
$20.1M
|
+$20.7M
|
+1,125,759
|
New
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$17.3M
|
-$3.83M
|
-208,746
|
-18%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.5M
|
+$2.45M
|
+133,558
|
+21%
|
|
|
8
|
Aft Forsyth & Sober
Valrico,
Florida
|
$13.1M
|
–
|
–
|
–
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$13.1M
|
-$2.1M
|
-114,424
|
-13%
|
|
|
10
|
Curian Capital
Denver,
Colorado
|
$12M
|
-$3.88M
|
-211,745
|
-24%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$9.78M
|
+$7.58M
|
+413,079
|
+316%
|
|
|
12
|
Twele Capital Management
Minnetonka,
Minnesota
|
$8.49M
|
-$358K
|
-19,541
|
-4%
|
|
|
13
|
Allianz Asset Management
Munich,
Germany
|
$5.34M
|
+$220K
|
+12,000
|
+4%
|
|
|
14
|
|
$5.28M
|
-$1.81M
|
-98,614
|
-25%
|
|
|
15
|
Atria Investments
Charlotte,
North Carolina
|
$4.59M
|
+$28.8K
|
+1,570
|
+0.6%
|
|
|
16
|
Optimum Investment Advisors
Chicago,
Illinois
|
$4.2M
|
+$4.33M
|
+235,850
|
New
|
|
|
17
|
IRON Financial
Northbrook,
Illinois
|
$3.93M
|
+$4.04M
|
+220,478
|
New
|
|
|
18
|
Natixis Advisors
Boston,
Massachusetts
|
$2.83M
|
+$58.1K
|
+3,165
|
+2%
|
|
|
19
|
|
$2.22M
|
-$394K
|
-21,478
|
-15%
|
|
|
20
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$2.21M
|
+$55.4K
|
+3,020
|
+2%
|
|
|
21
|
|
$2.17M
|
+$2.23M
|
+121,779
|
New
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.17M
|
-$77.7K
|
-4,236
|
-3%
|
|
|
23
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$2.13M
|
+$75.9K
|
+4,139
|
+4%
|
|
|
24
|
Frontier Wealth Management
Kansas City,
Missouri
|
$2.01M
|
+$617K
|
+33,623
|
+42%
|
|
|
25
|
Homrich & Berg
Atlanta,
Georgia
|
$1.9M
|
-$90.5K
|
-4,933
|
-4%
|
|
