|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$65.2M
|
+$64.1M
|
+1,076,470
|
New
|
|
|
2
|
KeyBank National Association
Cleveland,
Ohio
|
$50.9M
|
-$2.21M
|
-37,176
|
-4%
|
|
|
3
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$32.4M
|
-$2.38M
|
-40,000
|
-7%
|
|
|
4
|
BlackRock Investment Management
Wilmington,
Delaware
|
$32.2M
|
+$31.7M
|
+532,024
|
+109,922%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$27.8M
|
+$3.29M
|
+55,169
|
+14%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$24.9M
|
+$23.2M
|
+390,325
|
+1,850%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$19.7M
|
+$4.94M
|
+82,891
|
+34%
|
|
|
8
|
|
$19.2M
|
+$11.6M
|
+194,633
|
+160%
|
|
|
9
|
|
$16.3M
|
+$5M
|
+83,907
|
+45%
|
|
|
10
|
Confluence Investment Management
St. Louis,
Missouri
|
$9.78M
|
-$363K
|
-6,093
|
-4%
|
|
|
11
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$8.6M
|
+$326K
|
+5,474
|
+4%
|
|
|
12
|
BlackRock Fund Advisors
San Francisco,
California
|
$7.95M
|
+$1.86M
|
+31,296
|
+31%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$7.14M
|
+$4.4M
|
+73,913
|
+168%
|
|
|
14
|
Parametric Portfolio Associates
Seattle,
Washington
|
$6.68M
|
+$6.57M
|
+110,338
|
New
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.94M
|
-$120K
|
-2,013
|
-2%
|
|
|
16
|
LifePlan Financial Group
Dayton,
Ohio
|
$5.22M
|
+$5.13M
|
+86,149
|
New
|
|
|
17
|
LPL Financial
San Diego,
California
|
$4.92M
|
+$1.14M
|
+19,089
|
+31%
|
|
|
18
|
|
$2.03M
|
+$2M
|
+33,551
|
New
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.63M
|
+$372K
|
+6,238
|
+30%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.33M
|
+$1.3M
|
+21,898
|
New
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$1.32M
|
+$1.3M
|
+21,871
|
New
|
|
|
22
|
Private Advisor Group
Morristown,
New Jersey
|
$1.18M
|
+$448K
|
+7,527
|
+63%
|
|
|
23
|
|
$1.02M
|
+$333K
|
+5,584
|
+49%
|
|
|
24
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$545K
|
-$19.7K
|
-331
|
-4%
|
|
|
25
|
Biondo Investment Advisors
Milford,
Pennsylvania
|
$533K
|
+$524K
|
+8,801
|
New
|
|
