|
1
|
Wells Fargo
San Francisco,
California
|
$81.1M
|
+$17.4M
|
+973,485
|
+26%
|
|
|
2
|
|
$67M
|
+$16.4M
|
+914,794
|
+31%
|
|
|
3
|
Lazard Asset Management
New York
|
$28.3M
|
–
|
–
|
–
|
|
|
4
|
Suntrust Banks
Atlanta,
Georgia
|
$28M
|
+$6.81M
|
+380,540
|
+31%
|
|
|
5
|
Morningstar Investment Services
Chicago,
Illinois
|
$18.7M
|
-$1,000K
|
-55,865
|
-5%
|
|
|
6
|
|
$18.5M
|
–
|
–
|
–
|
|
|
7
|
LPL Financial
San Diego,
California
|
$18M
|
+$8.8M
|
+491,797
|
+90%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.6M
|
+$471K
|
+26,292
|
+3%
|
|
|
9
|
Aft Forsyth & Sober
Valrico,
Florida
|
$12.8M
|
-$8.95K
|
-500
|
-0.1%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$12.1M
|
-$4.97M
|
-277,820
|
-29%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$9.19M
|
-$3.71M
|
-207,179
|
-28%
|
|
|
12
|
Twele Capital Management
Minnetonka,
Minnesota
|
$8.29M
|
-$28.5K
|
-1,592
|
-0.3%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.13M
|
+$7.13M
|
+398,389
|
+589%
|
|
|
14
|
Estate Counselors
Thiensville,
Wisconsin
|
$6.31M
|
+$6.47M
|
+361,700
|
New
|
|
|
15
|
|
$5.19M
|
+$3.15M
|
+176,045
|
+145%
|
|
|
16
|
Colorado Capital Management
Boulder,
Colorado
|
$5.01M
|
+$5.14M
|
+287,233
|
New
|
|
|
17
|
FDx Advisors
Chicago,
Illinois
|
$5M
|
+$5.13M
|
+286,683
|
New
|
|
|
18
|
Atria Investments
Charlotte,
North Carolina
|
$4.84M
|
+$399K
|
+22,300
|
+9%
|
|
|
19
|
First Foundation Advisors
Irvine,
California
|
$4.83M
|
+$4.96M
|
+277,085
|
New
|
|
|
20
|
|
$4.16M
|
-$1.03M
|
-57,641
|
-19%
|
|
|
21
|
Optimum Investment Advisors
Chicago,
Illinois
|
$4.11M
|
-$8.95K
|
-500
|
-0.2%
|
|
|
22
|
Frontier Wealth Management
Kansas City,
Missouri
|
$3.78M
|
+$1.86M
|
+103,851
|
+92%
|
|
|
23
|
Curian Capital
Denver,
Colorado
|
$3.04M
|
-$8.95M
|
-500,094
|
-74%
|
|
|
24
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.89M
|
+$2.2M
|
+122,890
|
+288%
|
|
|
25
|
Gradient Investments
Arden Hills,
Minnesota
|
$2.88M
|
+$2.95M
|
+164,662
|
+28,888%
|
|
