|
1
|
Wells Fargo
San Francisco,
California
|
$40.1M
|
-$2.31M
|
-51,054
|
-5%
|
|
|
2
|
Checchi Capital Advisers
Beverly Hills,
California
|
$25.3M
|
+$14.1M
|
+311,204
|
+128%
|
|
|
3
|
WBI Investments
Red Bank,
New Jersey
|
$17.9M
|
+$17.7M
|
+392,538
|
New
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.6M
|
+$4.31M
|
+95,500
|
+33%
|
|
|
5
|
FutureAdvisor
San Francisco,
California
|
$16.2M
|
-$1.17M
|
-25,978
|
-7%
|
|
|
6
|
United Capital Financial Advisors
Irving,
Texas
|
$12M
|
+$3.26M
|
+72,128
|
+37%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.5M
|
+$4.08M
|
+90,294
|
+64%
|
|
|
8
|
KeyBank National Association
Cleveland,
Ohio
|
$8.73M
|
-$3.69M
|
-81,606
|
-30%
|
|
|
9
|
|
$8.72M
|
+$697K
|
+15,432
|
+9%
|
|
|
10
|
I.G. Investment Management
Winnipeg,
Manitoba, Canada
|
$8.57M
|
+$2.82M
|
+62,402
|
+50%
|
|
|
11
|
Panagora Asset Management
Boston,
Massachusetts
|
$8.07M
|
+$2.33M
|
+51,552
|
+41%
|
|
|
12
|
Personal Capital Advisors
Redwood City,
California
|
$8.06M
|
+$969K
|
+21,444
|
+14%
|
|
|
13
|
|
$6.96M
|
–
|
–
|
–
|
|
|
14
|
Leuthold Group
Minneapolis,
Minnesota
|
$5.33M
|
+$1.16M
|
+25,594
|
+28%
|
|
|
15
|
The Family Firm
Bethesda,
Maryland
|
$3.81M
|
+$87.4K
|
+1,934
|
+2%
|
|
|
16
|
BlackRock Institutional Trust
San Francisco,
California
|
$3.69M
|
+$3.66M
|
+81,000
|
New
|
|
|
17
|
Synovus Financial
Columbus,
Georgia
|
$3.69M
|
+$3.66M
|
+81,000
|
New
|
|
|
18
|
Frontier Wealth Management
Kansas City,
Missouri
|
$3.6M
|
-$1.45M
|
-32,114
|
-29%
|
|
|
19
|
Garde Capital
Seattle,
Washington
|
$3.24M
|
-$748K
|
-16,562
|
-19%
|
|
|
20
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$2.74M
|
-$57.5K
|
-1,274
|
-2%
|
|
|
21
|
|
$2.6M
|
-$179K
|
-3,972
|
-7%
|
|
|
22
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.46M
|
+$232K
|
+5,128
|
+11%
|
|
|
23
|
|
$2.29M
|
-$2.6M
|
-57,536
|
-53%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$2.28M
|
-$51.1K
|
-1,132
|
-2%
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$2.13M
|
+$46.4K
|
+1,028
|
+2%
|
|
