|
1
|
Wells Fargo
San Francisco,
California
|
$176M
|
+$17.7M
|
+1,217,112
|
+11%
|
|
|
2
|
|
$74.2M
|
+$5.53M
|
+379,218
|
+8%
|
|
|
3
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$71.8M
|
+$2.22M
|
+152,260
|
+3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$62.8M
|
-$55.2M
|
-3,785,635
|
-47%
|
|
|
5
|
Curian Capital
Denver,
Colorado
|
$47.7M
|
+$637K
|
+43,704
|
+1%
|
|
|
6
|
|
$46.5M
|
-$2.76M
|
-189,671
|
-6%
|
|
|
7
|
Huntington National Bank
Columbus,
Ohio
|
$33M
|
–
|
–
|
–
|
|
|
8
|
Managed Account Advisors
Jersey City,
New Jersey
|
$31.5M
|
+$11.3M
|
+776,992
|
+57%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$25.2M
|
-$1.09M
|
-75,025
|
-4%
|
|
|
10
|
Wellington Management Group
Boston,
Massachusetts
|
$22.4M
|
+$22.2M
|
+1,521,800
|
New
|
|
|
11
|
City National Bank
Beverly Hills,
Delaware
|
$18.5M
|
+$17.9M
|
+1,230,000
|
+4,243%
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
$17.4M
|
+$793K
|
+54,438
|
+5%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$15.7M
|
+$2.22M
|
+152,109
|
+17%
|
|
|
14
|
Guggenheim Capital
Chicago,
Illinois
|
$15.5M
|
+$996K
|
+68,327
|
+7%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$14.3M
|
+$14.1M
|
+970,189
|
New
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$10M
|
+$2.44M
|
+167,236
|
+33%
|
|
|
17
|
Credit Suisse
Zurich,
Switzerland
|
$9.68M
|
+$145K
|
+9,937
|
+2%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.77M
|
-$5.76M
|
-395,191
|
-40%
|
|
|
19
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$8.21M
|
+$603K
|
+41,405
|
+8%
|
|
|
20
|
Buffington Mohr McNeal
Boise,
Idaho
|
$8.15M
|
-$36.9K
|
-2,530
|
-0.5%
|
|
|
21
|
Prudential Financial
Newark,
New Jersey
|
$7.73M
|
+$2.07M
|
+142,000
|
+37%
|
|
|
22
|
Legacy Private Trust
Neenah,
Wisconsin
|
$7.73M
|
+$1.11M
|
+76,489
|
+17%
|
|
|
23
|
Capital Investment Advisors
Atlanta,
Georgia
|
$7.69M
|
+$688K
|
+47,207
|
+10%
|
|
|
24
|
Mader & Shannon Wealth Management
Kansas City,
Missouri
|
$6.62M
|
+$6.56M
|
+450,000
|
New
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.1M
|
+$739K
|
+50,744
|
+14%
|
|
