|
1
|
|
$65.6M
|
+$67.8M
|
+1,360,590
|
New
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$34.1M
|
+$35.3M
|
+707,904
|
New
|
|
|
3
|
|
$20.8M
|
+$21.5M
|
+431,058
|
New
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$10.6M
|
+$11M
|
+220,732
|
New
|
|
|
5
|
KeyBank National Association
Cleveland,
Ohio
|
$9.33M
|
+$9.64M
|
+193,438
|
New
|
|
|
6
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$7.7M
|
+$7.96M
|
+159,666
|
New
|
|
|
7
|
Research Affiliates
Newport Beach,
California
|
$6.21M
|
+$6.42M
|
+128,784
|
New
|
|
|
8
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$5.73M
|
+$5.92M
|
+118,754
|
New
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.57M
|
+$5.76M
|
+115,542
|
New
|
|
|
10
|
Kingfisher Capital
Charlotte,
North Carolina
|
$4.26M
|
+$4.4M
|
+88,368
|
New
|
|
|
11
|
|
$4.1M
|
+$4.24M
|
+85,000
|
New
|
|
|
12
|
FDx Advisors
Chicago,
Illinois
|
$3.96M
|
+$4.09M
|
+82,138
|
New
|
|
|
13
|
QS Legg Mason Global Asset Allocation
New York
|
$3.78M
|
+$3.91M
|
+78,382
|
New
|
|
|
14
|
|
$3.64M
|
+$3.76M
|
+75,540
|
New
|
|
|
15
|
|
$3.64M
|
+$3.76M
|
+75,482
|
New
|
|
|
16
|
LPL Financial
San Diego,
California
|
$2.98M
|
+$3.08M
|
+61,724
|
New
|
|
|
17
|
|
$2.35M
|
+$2.42M
|
+48,640
|
New
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.23M
|
+$2.31M
|
+46,302
|
New
|
|
|
19
|
United Capital Financial Advisors
Irving,
Texas
|
$1.33M
|
+$1.38M
|
+27,640
|
New
|
|
|
20
|
Bluefin Capital Management
New York
|
$1.3M
|
+$1.29M
|
+25,920
|
New
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$1.13M
|
+$1.16M
|
+23,338
|
New
|
|
|
22
|
Bank of New York Mellon
New York
|
$1.1M
|
+$1.14M
|
+22,800
|
New
|
|
|
23
|
Kanaly Trust
Houston,
Texas
|
$1.03M
|
+$1.07M
|
+21,380
|
New
|
|
|
24
|
Placemark Investments
Chicago,
Illinois
|
$949K
|
+$980K
|
+19,658
|
New
|
|
|
25
|
MSI Financial Services
Springfield,
Massachusetts
|
$787K
|
+$813K
|
+16,308
|
New
|
|
