|
1
|
|
$2B
|
+$728M
|
+7,196,919
|
+55%
|
|
|
2
|
|
$409M
|
+$414M
|
+4,099,113
|
+12,794%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$347M
|
-$340M
|
-3,362,738
|
-49%
|
|
|
4
|
Fidelity Investments
Boston,
Massachusetts
|
$299M
|
-$19.3M
|
-190,884
|
-6%
|
|
|
5
|
Charles Schwab
San Francisco,
California
|
$295M
|
+$301M
|
+2,979,449
|
New
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$199M
|
-$25.2M
|
-249,535
|
-11%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$140M
|
-$18.1M
|
-179,411
|
-11%
|
|
|
8
|
Texas Treasury Safekeeping Trust Company
Austin,
Texas
|
$132M
|
+$449K
|
+4,444
|
+0.3%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$119M
|
-$20.5M
|
-202,546
|
-14%
|
|
|
10
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$117M
|
–
|
–
|
–
|
|
|
11
|
|
$98M
|
-$13.9M
|
-137,051
|
-12%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$95.4M
|
-$7.28M
|
-72,038
|
-7%
|
|
|
13
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$93.3M
|
-$2.69M
|
-26,569
|
-3%
|
|
|
14
|
Allianz Asset Management
Munich,
Germany
|
$78.2M
|
+$79.8M
|
+789,677
|
New
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$69.3M
|
+$3.46M
|
+34,248
|
+5%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$60.1M
|
+$1.88M
|
+18,607
|
+3%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$52.6M
|
+$53.8M
|
+531,757
|
New
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$51.3M
|
+$3.32M
|
+32,888
|
+7%
|
|
|
19
|
United Capital Financial Advisors
Irving,
Texas
|
$51.2M
|
-$935K
|
-9,254
|
-2%
|
|
|
20
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$47.6M
|
+$47.7M
|
+472,160
|
+5,507%
|
|
|
21
|
Geneos Wealth Management
Englewood,
Colorado
|
$47.3M
|
+$41.1M
|
+406,962
|
+560%
|
|
|
22
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$46.7M
|
-$5.36M
|
-53,071
|
-10%
|
|
|
23
|
Brookstone Capital Management
Wheaton,
Illinois
|
$44.3M
|
+$40.7M
|
+402,962
|
+913%
|
|
|
24
|
TD Capital Management
Memphis,
Tennessee
|
$44M
|
-$6.87M
|
-67,922
|
-13%
|
|
|
25
|
KeyBank National Association
Cleveland,
Ohio
|
$40.2M
|
+$1.92M
|
+18,980
|
+5%
|
|
