|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$240M
|
+$38.5M
|
+1,851,460
|
+21%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$156M
|
-$20.9M
|
-1,005,732
|
-12%
|
|
|
3
|
BB&T Securities
Richmond,
Virginia
|
$114M
|
+$614K
|
+29,492
|
+6%
|
|
|
4
|
|
$103M
|
+$4.97M
|
+238,864
|
+5%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$77M
|
-$5.11M
|
-245,672
|
-7%
|
|
|
6
|
F-Squared Investment Management
Wellesley,
Massachusetts
|
$72.5M
|
+$44.1M
|
+2,117,228
|
+182%
|
|
|
7
|
AssetMark Inc
Concord,
California
|
$66.9M
|
+$12.4M
|
+593,996
|
+24%
|
|
|
8
|
United Capital Financial Advisors
Irving,
Texas
|
$64.3M
|
+$4.74M
|
+227,672
|
+8%
|
|
|
9
|
Placemark Investments
Chicago,
Illinois
|
$53.5M
|
+$6.52M
|
+313,188
|
+15%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$46.9M
|
+$2.33M
|
+112,008
|
+6%
|
|
|
11
|
|
$45.1M
|
-$10.2M
|
-492,020
|
-19%
|
|
|
12
|
Giralda Advisors
New York
|
$45M
|
+$5.35M
|
+256,800
|
+14%
|
|
|
13
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$37.2M
|
+$7.26M
|
+348,652
|
+26%
|
|
|
14
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$27.1M
|
-$14.7M
|
-708,240
|
-37%
|
|
|
15
|
Fidelity Investments
Boston,
Massachusetts
|
$27M
|
+$25.4M
|
+1,221,500
|
New
|
|
|
16
|
|
$26.5M
|
-$7.67M
|
-368,484
|
-23%
|
|
|
17
|
Cinque Partners
Los Angeles,
California
|
$22.9M
|
+$3.12M
|
+149,968
|
+17%
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$20.3M
|
+$188K
|
+9,024
|
+1%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$20.3M
|
+$1.47M
|
+70,688
|
+8%
|
|
|
20
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$19.1M
|
+$2.95M
|
+141,484
|
+20%
|
|
|
21
|
Shamrock Asset Management
Dallas,
Texas
|
$14.9M
|
+$860K
|
+41,308
|
+7%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.8M
|
-$710K
|
-34,092
|
-5%
|
|
|
23
|
|
$14.3M
|
-$3.91M
|
-187,892
|
-23%
|
|
|
24
|
Confluence Investment Management
St. Louis,
Missouri
|
$13.1M
|
-$4.06M
|
-195,096
|
-25%
|
|
|
25
|
Prospera Financial Services
Dallas,
Texas
|
$12.4M
|
+$1.46M
|
+70,288
|
+14%
|
|
