|
1
|
Wells Fargo
San Francisco,
California
|
$53M
|
+$21.9M
|
+1,015,344
|
+68%
|
|
|
2
|
Aviance Capital Management
Sarasota,
Florida
|
$47.3M
|
+$48.2M
|
+2,234,190
|
New
|
|
|
3
|
|
$14.9M
|
+$138K
|
+6,403
|
+0.9%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$13.3M
|
+$4.38M
|
+203,061
|
+48%
|
|
|
5
|
New York Life Investment Management
New York
|
$12M
|
–
|
–
|
–
|
|
|
6
|
ETrade Capital Management
Arlington,
Virginia
|
$6.6M
|
-$393K
|
-18,190
|
-6%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.72M
|
+$30.4K
|
+1,408
|
+0.6%
|
|
|
8
|
|
$4.53M
|
-$43.8K
|
-2,030
|
-0.9%
|
|
|
9
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.71M
|
+$1.27M
|
+58,886
|
+85%
|
|
|
10
|
Schroder Investment Management Group
London,
United Kingdom
|
$2.42M
|
-$44.5K
|
-2,059
|
-2%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$2.15M
|
-$249K
|
-11,526
|
-10%
|
|
|
12
|
Atria Investments
Charlotte,
North Carolina
|
$1.78M
|
+$1.81M
|
+83,804
|
New
|
|
|
13
|
Sterling Capital Management
Charlotte,
North Carolina
|
$1.77M
|
+$1.81M
|
+83,772
|
New
|
|
|
14
|
MSI Financial Services
Springfield,
Massachusetts
|
$1.62M
|
+$1.41M
|
+65,393
|
+583%
|
|
|
15
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1.22M
|
+$278K
|
+12,894
|
+29%
|
|
|
16
|
|
$1.19M
|
+$170K
|
+7,860
|
+16%
|
|
|
17
|
Pinnacle Summer Investments
Fairfax,
Virginia
|
$1.09M
|
+$160K
|
+7,412
|
+17%
|
|
|
18
|
|
$1.01M
|
-$351K
|
-16,253
|
-25%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$962K
|
+$156K
|
+7,217
|
+19%
|
|
|
20
|
|
$943K
|
-$6.41K
|
-297
|
-0.7%
|
|
|
21
|
Mosaic Financial Partners
San Francisco,
California
|
$710K
|
-$18.6K
|
-861
|
-3%
|
|
|
22
|
Stringer Asset Management
Memphis,
Tennessee
|
$687K
|
-$1.93M
|
-89,581
|
-73%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$664K
|
+$170K
|
+7,874
|
+34%
|
|
|
24
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$648K
|
+$200K
|
+9,258
|
+43%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$583K
|
+$70.1K
|
+3,245
|
+13%
|
|
