|
1
|
Bank of America
Charlotte,
North Carolina
|
$125M
|
+$19.7M
|
+1,364,369
|
+19%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$125M
|
+$27.2M
|
+1,885,989
|
+28%
|
|
|
3
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$77.3M
|
-$14M
|
-969,460
|
-15%
|
|
|
4
|
|
$57.5M
|
+$2.17M
|
+150,518
|
+4%
|
|
|
5
|
|
$51.2M
|
-$1.15M
|
-79,445
|
-2%
|
|
|
6
|
Curian Capital
Denver,
Colorado
|
$46.3M
|
-$40.4M
|
-2,801,046
|
-47%
|
|
|
7
|
Huntington National Bank
Columbus,
Ohio
|
$36M
|
–
|
–
|
–
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$34.4M
|
+$6.95M
|
+481,619
|
+26%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$16.2M
|
-$133K
|
-9,237
|
-0.8%
|
|
|
10
|
|
$14M
|
+$838K
|
+58,087
|
+6%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$13M
|
-$791K
|
-54,811
|
-6%
|
|
|
12
|
Guggenheim Capital
Chicago,
Illinois
|
$12.4M
|
+$3.05M
|
+211,100
|
+33%
|
|
|
13
|
Weatherstone Capital Management
Denver,
Colorado
|
$11.3M
|
+$11.2M
|
+773,794
|
New
|
|
|
14
|
Managed Account Advisors
Jersey City,
New Jersey
|
$10.7M
|
+$5.49M
|
+380,761
|
+108%
|
|
|
15
|
Credit Suisse
Zurich,
Switzerland
|
$9.5M
|
-$245K
|
-16,948
|
-3%
|
|
|
16
|
Buffington Mohr McNeal
Boise,
Idaho
|
$8.26M
|
-$5.54K
|
-384
|
-0.1%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.6M
|
+$65.2K
|
+4,517
|
+0.9%
|
|
|
18
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$7.35M
|
+$450K
|
+31,185
|
+7%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$6.29M
|
+$601K
|
+41,623
|
+11%
|
|
|
20
|
Noven Financial Group
Denver,
Colorado
|
$5.5M
|
+$298K
|
+20,627
|
+6%
|
|
|
21
|
Capital Investment Advisors
Atlanta,
Georgia
|
$5.48M
|
-$2.1M
|
-145,730
|
-33%
|
|
|
22
|
Legacy Private Trust
Neenah,
Wisconsin
|
$4.95M
|
+$3.67M
|
+254,262
|
+303%
|
|
|
23
|
Compton Capital Management
Providence,
Rhode Island
|
$4.82M
|
-$140K
|
-9,700
|
-3%
|
|
|
24
|
KCM Investment Advisors
Greenbrae,
California
|
$4.12M
|
+$517K
|
+35,800
|
+15%
|
|
|
25
|
Strategic Wealth Management
Kirkland,
Washington
|
$4.11M
|
-$17.9K
|
-1,244
|
-0.4%
|
|
