|
1
|
Wells Fargo
San Francisco,
California
|
$267M
|
+$20.4M
|
+1,387,161
|
+8%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$112M
|
-$5.86M
|
-398,084
|
-5%
|
|
|
3
|
|
$85.3M
|
-$6.77M
|
-460,078
|
-7%
|
|
|
4
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$73.9M
|
-$69.5K
|
-4,722
|
-0.1%
|
|
|
5
|
Managed Account Advisors
Jersey City,
New Jersey
|
$60.2M
|
+$14.1M
|
+959,404
|
+30%
|
|
|
6
|
Curian Capital
Denver,
Colorado
|
$48.4M
|
+$475K
|
+32,266
|
+1%
|
|
|
7
|
City National Bank
Beverly Hills,
Delaware
|
$44.4M
|
+$10.4M
|
+706,334
|
+30%
|
|
|
8
|
|
$40.9M
|
+$1.46M
|
+99,303
|
+4%
|
|
|
9
|
Huntington National Bank
Columbus,
Ohio
|
$31.4M
|
-$32.1M
|
-2,183,018
|
Closed
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$25.8M
|
-$10.7M
|
-727,231
|
-29%
|
|
|
11
|
Creative Planning
Overland Park,
Kansas
|
$22.7M
|
+$5.24M
|
+356,081
|
+30%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$22.5M
|
+$2.42M
|
+164,503
|
+12%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$19M
|
+$5.6M
|
+380,756
|
+41%
|
|
|
14
|
Prudential Financial
Newark,
New Jersey
|
$17.1M
|
+$2.65M
|
+179,910
|
+18%
|
|
|
15
|
Guggenheim Capital
Chicago,
Illinois
|
$13.9M
|
-$162K
|
-11,036
|
-1%
|
|
|
16
|
WBI Investments
Red Bank,
New Jersey
|
$13.4M
|
+$11.4M
|
+772,702
|
+515%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$13.1M
|
-$730K
|
-49,565
|
-5%
|
|
|
18
|
Capital Investment Advisors
Atlanta,
Georgia
|
$9.86M
|
+$739K
|
+50,193
|
+8%
|
|
|
19
|
Buffington Mohr McNeal
Boise,
Idaho
|
$9.16M
|
+$766K
|
+52,058
|
+9%
|
|
|
20
|
Credit Suisse
Zurich,
Switzerland
|
$9M
|
+$103K
|
+7,003
|
+1%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.96M
|
-$2.92M
|
-198,538
|
-24%
|
|
|
22
|
Weatherstone Capital Management
Denver,
Colorado
|
$8.89M
|
-$2.94M
|
-200,018
|
-25%
|
|
|
23
|
Private Advisor Group
Morristown,
New Jersey
|
$8.78M
|
+$4.78M
|
+324,977
|
+116%
|
|
|
24
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$8.7M
|
+$176K
|
+11,965
|
+2%
|
|
|
25
|
Legacy Private Trust
Neenah,
Wisconsin
|
$8.67M
|
+$631K
|
+42,862
|
+8%
|
|
