|
1
|
Wells Fargo
San Francisco,
California
|
$196M
|
+$144M
|
+2,859,484
|
+271%
|
|
|
2
|
|
$44.6M
|
+$2.27M
|
+45,056
|
+5%
|
|
|
3
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$16.3M
|
+$16.4M
|
+325,506
|
New
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.6M
|
+$12.3M
|
+244,492
|
+928%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$12.3M
|
+$3.92M
|
+77,758
|
+46%
|
|
|
6
|
QS Legg Mason Global Asset Allocation
New York
|
$10.1M
|
+$5.15M
|
+102,024
|
+103%
|
|
|
7
|
KeyBank National Association
Cleveland,
Ohio
|
$9.98M
|
-$271K
|
-5,382
|
-3%
|
|
|
8
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$8.2M
|
+$47.7K
|
+946
|
+0.6%
|
|
|
9
|
Checchi Capital Advisers
Beverly Hills,
California
|
$7.9M
|
+$7.96M
|
+157,738
|
New
|
|
|
10
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$7.2M
|
+$548K
|
+10,864
|
+8%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.14M
|
+$821K
|
+16,274
|
+13%
|
|
|
12
|
FDx Advisors
Chicago,
Illinois
|
$6.87M
|
+$811K
|
+16,070
|
+13%
|
|
|
13
|
|
$5.63M
|
+$629K
|
+12,470
|
+12%
|
|
|
14
|
Leuthold Group
Minneapolis,
Minnesota
|
$4.85M
|
+$101K
|
+2,008
|
+2%
|
|
|
15
|
Kingfisher Capital
Charlotte,
North Carolina
|
$3.99M
|
-$226K
|
-4,472
|
-5%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$3.98M
|
+$226K
|
+4,490
|
+6%
|
|
|
17
|
|
$3.68M
|
-$122K
|
-2,410
|
-3%
|
|
|
18
|
|
$3.57M
|
+$3.6M
|
+71,288
|
New
|
|
|
19
|
First Allied Asset Management
San Diego,
California
|
$2.99M
|
+$2.96M
|
+58,618
|
New
|
|
|
20
|
BlackRock Investment Management
Wilmington,
Delaware
|
$2.96M
|
+$2.98M
|
+59,154
|
New
|
|
|
21
|
|
$2.51M
|
+$21.4K
|
+424
|
+0.9%
|
|
|
22
|
Personal Capital Advisors
Redwood City,
California
|
$2.36M
|
+$2.38M
|
+47,104
|
New
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$2M
|
+$6.15K
|
+122
|
+0.3%
|
|
|
24
|
|
$1.45M
|
+$1.45M
|
+28,840
|
New
|
|
|
25
|
First Allied Advisory Services
San Diego,
California
|
$1.24M
|
+$1.23M
|
+24,354
|
New
|
|
