|
1
|
Bank of America
Charlotte,
North Carolina
|
$316M
|
+$82.5M
|
+1,644,543
|
+35%
|
|
|
2
|
|
$267M
|
+$39.5M
|
+786,902
|
+17%
|
|
|
3
|
|
$262M
|
-$2.33M
|
-46,481
|
-0.9%
|
|
|
4
|
Fidelity Investments
Boston,
Massachusetts
|
$212M
|
+$10.3K
|
+205
|
+0%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$132M
|
-$4.5M
|
-89,663
|
-3%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$108M
|
-$3.38M
|
-67,387
|
-3%
|
|
|
7
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$83M
|
+$33M
|
+658,616
|
+66%
|
|
|
8
|
Enstar Group
Hamilton,
Bermuda
|
$71.8M
|
-$15M
|
-299,000
|
-17%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$62.9M
|
-$8.5M
|
-169,378
|
-12%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$52.3M
|
+$1.45M
|
+28,821
|
+3%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$51M
|
+$1.34M
|
+26,798
|
+3%
|
|
|
12
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$44.3M
|
-$1.37M
|
-27,241
|
-3%
|
|
|
13
|
Donaldson Capital Management
Evansville,
Indiana
|
$35.5M
|
+$6.72M
|
+133,972
|
+23%
|
|
|
14
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$29.6M
|
+$4.39M
|
+87,532
|
+17%
|
|
|
15
|
Kore Private Wealth
New York
|
$29.2M
|
-$2.26K
|
-45
|
-0%
|
|
|
16
|
MML Investors Services
Springfield,
Massachusetts
|
$28.8M
|
-$1.74M
|
-34,652
|
-6%
|
|
|
17
|
Geneos Wealth Management
Englewood,
Colorado
|
$27.6M
|
+$264K
|
+5,253
|
+1%
|
|
|
18
|
Securian Asset Management
St Paul,
Minnesota
|
$25M
|
–
|
–
|
–
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$24.5M
|
-$3.71M
|
-73,912
|
-13%
|
|
|
20
|
Shufro Rose & Co
New York
|
$21.1M
|
-$44.2M
|
-881,876
|
-68%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.8M
|
-$507K
|
-10,098
|
-2%
|
|
|
22
|
Old Mission Capital
Chicago,
Illinois
|
$20.4M
|
+$20.4M
|
+406,292
|
New
|
|
|
23
|
Flow Traders U.S.
New York
|
$20.3M
|
+$20.3M
|
+404,793
|
New
|
|
|
24
|
|
$19.7M
|
-$3.41M
|
-67,901
|
-15%
|
|
|
25
|
Klingman & Associates
New York
|
$17.2M
|
+$1.12M
|
+22,316
|
+7%
|
|
